Best CRM: Salesforce vs Dynamics (Part III) — MS Integration

     

    Salesforce vs Dynamics (Part III): MS Integration

    As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been conducting a four part series on our blog in...

    Best CRM: Microsoft Dynamics 365 vs. Salesforce — Reporting

    Determining the Best CRM for Your Business

    The question is inevitable: "What is the best CRM for my business?" When considering options for your organization, the choices of CRM software can seem overwhelming,with every vendor promising the latest update and innovative new feature. How do you...

    Dynamics CRM Cross Solution Entity Changes

    Dynamics CRM Cross Solution Entity Changes

    In an ideal world, all changes to a production Dynamics CRM instance would come from a single development instance where the developers were working only on one feature at a time. Reality can be a different story. A production instance will likely...

    Transfer Account Records Without Transferring Ownership - MS Dynamics CRM

    Transfer account records across users without transferring ownership of all prior activities

    A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100...

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