Dynamics allows for several ways to analyze data, including creating charts and using custom views. These tools benefit from always having access to the latest CRM data. However, at times, a chart or view may not be able to pull the exact dataset you are looking for or may not support your desired format.

As you continue to use your CRM system, creating duplicate records is nearly unavoidable. You can take some practical steps to try and prevent creating duplicates such as checking if a record exists before creating it or forcing some fields to be unique.

Many organizations prefer to have digital copies of documents they receive so they can be stored and managed effectively. However, this poses the ever-present problem of “what should be done when we receive a paper document?" One approach is to scan documents to PDF and store them in a digital filing system.

In Power Pages portals, there are instances where you might have text or resources that need to change fairly often and in several locations. Perhaps you want to swap out a featured product or item on your home page that is also featured on several other pages, or you have a notification or notice that needs to appear on several pages.

Microsoft Dynamics 365 is a powerful CRM system and part of that power lies in its ability to help each individual work in a way that is most useful for them. Some features, like personal list views, email signatures, and personal dashboards are excellent tools that can make your use of CRM easier and more efficient.

One of CRM’s major benefits is the ability to store and quickly display all the relevant information related to a Contact, Account, Opportunity, or any other record in your system. One key part of this functionality is how attachments and auxiliary files can be stored, viewed, updated, and managed.

Keeping up-to-date with the health of your business is critical for any company, and CRM is an excellent tool for collecting and visualizing data your team cares about. However, there may be times when individuals who are not CRM users need current business metrics and updates.

Analytics is one of the key features of any CRM system. By using your data strategically, you can provide your prospects and clients with the best possible customer experience. You can also make better decisions for targeting potential buyers, training employees, driving consistent processes, and more.

No one is perfect, and that certainly holds true when it comes to data management. Everyone deletes something that they wish they had not. It may have been a simple mis-click, but that critical record is gone now, and you need it back ASAP! Luckily, Zoho CRM takes our clumsy human nature into account and has given us a safety net we can rely on to keep our data from being accidently deleted: a Recycle Bin.

In our previous blog (https://www.toplineresults.com/2020/07/adding-attachments-to-zoho-email-templates/) in this series, we examined sharing Zoho CRM email templates with other users. This week, we are going to take a look at how Zoho allows users to add their email signature to standard emails.