ms dynamics crm | Datix https://datixinc.com Technology Solutions Delivered Wed, 15 Nov 2023 15:18:12 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.4 https://datixinc.com/wp-content/uploads/2022/05/cropped-datixinc-Fav-IconX-32x32.png ms dynamics crm | Datix https://datixinc.com 32 32 Dynamics CRM Custom Lookup Feature https://datixinc.com/blog/dynamics-crm-custom-lookup-feature-2/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/dynamics-crm-custom-lookup-feature-2/ Tutorial to add a Dynamics CRM custom lookup feature. This includes adding filter criteria, retrieving multiple records, looking for account GUIDs & more

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]]> Mapping Dynamics CRM To Sales Process | Why We Did It… https://datixinc.com/blog/mapping-dynamics-crm-to-sales-process-why-we-did-it-2/ Mon, 10 Oct 2022 01:34:02 +0000 https://tempprod.datixinc.com/mapping-dynamics-crm-to-sales-process-why-we-did-it-2/ By mapping Dynamics CRM to our sales process we were able to see how tracking & information could help us sell faster, keep better data, & improve marketing

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