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Online and offline marketing are the two pillars of the marketing department of any company. While companies still practice offline marketing, they have shifted their focus on the online marketing of late. The reason? The rise of the digital age. In online marketing, content forms a crucial part. And content marketers need to know when, where, what content to deliver and to whom. For them to deliver the right content at every stage in a buyer’s journey, asking questions is a surefire way. And a CRM survey is the best way to ask those questions. So, if you’ve not yet taken advantage of surveys to nurture your customers, then let’s walk you through the know-how. The Buyer’s Journey and Its Three Stages Most of the buyers will pass through at least the three stages of the buyer’s journey before finally buying your product(s). So, let’s understand these three primary stages first and learn how to frame the right content and survey questions. Awaren...

This blog shows how to share a calendar view with your team members or any of the Dynamics CRM users. If you are managing a team or multiple projects, then you know how messy it can get. Especially the communication part. Be it with the team or with multiple project managers, you might miss some of the other things during meetings.So, what if you could share a calendar view of all priority tasks with the required details among your team or with the project managers? And that’s what we are going to show in this blog. How to save a calendar view and then share it with other Dynamics 365 users in your organization. To do it seamlessly, you can browse on MS AppSource to find the right calendar that fulfills your requirements. In this blog, we are taking   Dynamics 365 Calendar , a Dynamics Calendar extension, to show you how to save and share a calendar view in Dynamics 365. Step 1: Choosing a calendar extension The first step here is that you will need to choose and install ...

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM). Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors. Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential. Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month. Steps to create multiple views in Dynamics Calendar: Step 1: Go to Settings → Customizations → Customize the System Step 2: Select Entities → Appointment Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add” ...

Odoo has lately emerged as a very popular e-commerce platform. If you are an Odoo e-store owner, you can enhance the aesthetic appeal and user-friendliness of your store with a suitable theme. However, if you have multiple sites for different purposes, one theme for all sites won’t be a suitable choice. While other platforms require you to have different hosting servers for different sites, such is not the case with Odoo. You can host multiple websites without the hassle of maintaining too many alien e-commerce platforms at once. Not only that, but Odoo also comes with a unique feature, Odoo Multi Themes, to support multiple themes for your different websites too. In this blog, we are going to cover all aspects of Odoo Multi Themes support and the themes you can go for which support this feature. Odoo Multi Themes support feature gives you the power to manage different themes for your different sites. And with a single hosting server. Moreover, you can create mul...