Dynamics CRM: Creating Activities from Activities using Javascript
A request came in to auto-generate an email based on an appointment record. They wanted to transfer certain information to pre-populate an email. Initially, I
A request came in to auto-generate an email based on an appointment record. They wanted to transfer certain information to pre-populate an email. Initially, I
In the past, professional services technology systems were closely tied to ERP systems, sometimes baked right in, sometimes as a third party product. The common practice was to utilize the ERP’s architecture, database and financial modules to create a full-featured financial project management system that could produce very granular financial metrics. I recently wrote about an evolution taking place whereby professional services technology applications can now work using CRM systems, and the advantages/disadvantages of doing professional services in ERP or CRM based technology.
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KTL Solutions is proud to announce it has been named a finalist for the 2022 Microsoft Defense & Intelligence Partner of the Year Award.
We were honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology.