crm

24 Sep

Top 5+ Free Open-Source CRM Software For Small Business

stp2y0 CommentsNewscoding, community, crm, development, engineering, inclusive, opensource, software, startup, webdev

Looking for the perfect free open-source CRM solution for your small business? Keep reading to discover why open-source might be the game-changer you need. When searching for the best free open-source CRM software, small business owners often ask: What are the benefits of free open-source CRM? How does it compare to proprietary free open-source CRM solutions? Are there any hidden costs or challenges? Can free open-source CRM software meet my business needs? Albert Einstein famously said, “The only source of knowledge is experience.” The need for effective Customer Relationship Management (CRM) tools is undeniable. According to a study by Grand…

06 Sep

How to Set Up Duplicate Detection Rules in Dynamics 365 CRM: A Step-by-Step Guide

stp2y0 CommentsNewscoding, community, crm, development, engineering, inclusive, learning, software, tutorial

Duplicate records can clutter your CRM, reduce data accuracy, and impact the efficiency of your sales and marketing efforts. Dynamics 365 CRM offers built-in Duplicate Detection Rules to help maintain data integrity by identifying and preventing duplicate records. In this blog, we'll walk through how to set up these rules using the Advanced Settings in Dynamics 365. Step 1: Access Duplicate Detection Rules Open Dynamics 365:Begin by logging into your Dynamics 365 instance. Navigate to Advanced Settings: Click on the Settings gear icon in the top right corner. From the dropdown menu, select Advanced Settings. This will open the classic…