OverviewCustomer polling to identify their level of satisfaction with an existing product, and to discover their express and hidden needs and expectations for new or proposed product(s). MTC’s Survey integrates easily with Microsoft Dynamics CRM. This lets you maximize workplace efficiency and ensure accuracy of your customer data, helps you to bridge a critical gap in CRM by adding customer …Read more
Using Email Signature feature you could able to create and manage email signatures from the CRM.
Email Signature is new feature which has been introduced in Microsoft Dynamics CRM 2016 Version.
Email Signatures are only configurable on a per-user basis. What that translates to is that if one user creates an email signature and sets it as their default. For each user, you need to customize the …Read more
Reason to restart the portal:If we made any changes Portals section as per the below screenshot content in the Dynamics 365 that changes are not reflected instantly on to the portal so in order to reflect the changes that we made in the CRM instantly on to the portal need to restart the portal .Otherwise it will take time to reflect the changes on to the portal.Procedure for restarting the portal: …Read more