In this episode (sponsored by CRMUG/D365UG), Shawn and Sarah (yes, the Diva herself) discuss more things you need to know when implementing Customer Service, including… Record Types and their Functions The importance of the Contact Know Your Customer Knowledge Management Relationship Insights and Service Case Creation Rules Action Cards SLAs Great example of customer service […]

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In this episode (sponsored by KingswaySoft and AlexaCRM), we discuss the following topics: George’s money back certification exam offer Do certifications matter CRM App for Outlook now works on mobile Can you run the Outlook app and CRM for Outlook simultaneously The Hobbit’s guide to relationship insights Rescuetime.com Dynamics CRM Build Tools Continuous Integration (CI) framework Let’s Encrypt […]

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