Have you ever wondered why your emails never reach your recipient’s inbox? You hit send and wait, but they end up in spam or never get delivered.  It’s frustrating, but it’s not just bad luck. Your email sender’s reputation is being judged.  Email providers decide if your message is trustworthy... Read more »

Enhance your sales team's productivity with effective time management strategies like the Eisenhower Matrix and the Pomodoro Technique. Source... Read more »

Real-time sales forecasting empowers organizations to make faster, data-driven decisions, enhancing accuracy and boosting overall performance. Source... Read more »

The first impression determines the future of a product. When a user first visits a website or opens an app, their instant opinion will largely influence future behavior. A logical, clear and pleasant interface means that the product has a chance to show all its advantages. If a user sees... Read more »

Getting your brand to rank at the top of search results is necessary. If your business isn’t visible on Google, chances are you’re missing out on many potential customers. But achieving those coveted top search engine spots takes more than luck. It requires a strategic, data-driven approach that a digital... Read more »

Customer Relationship Management (CRM) plays a crucial role in modern businesses, helping organizations manage customer interactions, streamline operations, and boost sales. However, for a CRM system to be truly effective, it must integrate seamlessly with the company’s digital infrastructure. A custom website tailored to business needs can significantly enhance CRM... Read more »

Explore seven essential metrics to track CRM adoption and boost sales performance through effective team engagement and data management. Source... Read more »

Imagine this: You have finally decided to start your own business. There is a lot of excitement, from planning what your small business will sell to the unboxing experience you want your customers to have. The thrill is often the driving force behind consistently working to improve and grow your... Read more »

Enhance your sales outcomes with contact enrichment by improving data accuracy, targeting, and personalized outreach strategies. Source... Read more »

Managing change doesn’t have to be a slow and methodical process. In fact, to expect slow change is to do a disservice to the organization and its people, accepting a pace of change that actually falls behind the pace of change around us. The post Hesitant to Ask Your Organization... Read more »

Almost all of the policies and procedures that dictate our day-to-day efforts are vestiges of years gone by. Unless we institute a discipline of regularly examining them, we’ll soon be rendered obsolete by the pace of change around us. The post One of the 25 most important lessons I’ve learned... Read more »

How important is it to implement software for tracking leads? “It is critical” says Larry Caretsky, president of Commence Corporation, a provider of lead tracking for sales pipeline management. Many of the sales executives I talk with are frustrated with the accuracy of their monthly and quarterly sales forecast. They... Read more »

Let’s face it. Marketing is critical to the health of your business. If you are not generating revenue, it can be difficult to remain in business and if you are expecting growth well forget about it. Despite this, many executives of smaller businesses see marketing as an expense that never... Read more »

By Larry Caretsky CEO, Commence Corporation CRM software has been around for 20 years, and at this point people are tired of hearing about it. It is often viewed as a commodity; just a tool differentiated primarily by price and a few unique features that may or may not be... Read more »

Commence CRM has been featured on MSN.com as one of the Top 7 CRM Solution Providers for Businesses in 2024 | Best in Customization and Affordability. Below is an excerpt and link to the original post: In 2024 finding the right CRM (Customer Relationship Management) solution is more important than... Read more »

Spring 2024 – FeaturedCustomers has identified Commence CRM as a rising star in the CRM sector. This award is based on the quality of the product, its robust functionality and customer testimonials. Commence CRM is ideal for small to mid-size businesses that require more functionality and customizability than is offered... Read more »

Orbisresearch.com has published a report titled “Industry Forecast to 2031,” adding new insights to its database on the topic of ticket management. This report serves as a valuable resource for stakeholders, providing a holistic understanding of the Ticket Management System market landscape and guiding strategic decision-making processes in an ever-evolving... Read more »

Over my career as a sales expert, I’ve personally and contractually worked with over 500 sales organizations. I’ve learned some things. Here’s one: Very few chief sales officers have a good handle on the economics of the sales force. And very few entrepreneurs think about the economics of a sales... Read more »

Dataverse provides a flexible way to manage data through choice (option set) fields. One of the newer enhancements is the Hidden property, which allows administrators to hide specific choice values from selection while retaining them in the system. To see it in action, Navigate to Dataverse Table Designer in the... Read more »

In one of our plugins, we encountered “The specified domain does not exist or cannot be contacted – System.FormatException: Input string was not in a correct format” error. Basically this issue can arise due to incorrect string formatting, unexpected data types, or missing values. Our initial thought was that it... Read more »

The copilot-powered data visualization in views feature, currently in preview, allows us to generate quick and insightful charts from Dataverse table views using natural language. We can select a table view and ask Copilot to generate visualizations, making data interpretation easier. To enable it, for the environment, navigate to Settings... Read more »

When working with Power Automate (Cloud Flows) for Dataverse, a common scenario is handling multiple triggers efficiently. By default, we often create separate flows for different events, such as Create, Update, or Delete. However, using the SdkMessage field, we can identify the event that triggered the flow and handle different... Read more »

Recently we got the below error while trying to assign the record. Unable to save. This form can’t be saved due to a custom setting. Turned out we had certain conditions in the OnSave event for the form, and if the record satisfies those conditions we were canceling the save... Read more »

MultiSelect OptionSet (Choices) fields in Dataverse provide a flexible way to store multiple values within a single field. However, querying and filtering these fields require different techniques depending on the approach used. In this blog post, we will explore various ways to filter records based on the Skills field (cr1a7_skills),... Read more »

In Microsoft Dataverse, calculated columns are a powerful way to derive values dynamically without the need for manual updates. However, one challenge is that plugins do not trigger directly on calculated column changes since these values are computed at runtime and not stored in the database. Calculated field considerations Since... Read more »

While testing one scenario we observed one of the plugins (asynchronous) was not updating the record as expected. Checking the System Jobs, we saw the below error. The async operation was skipped because the org is in “Disable Background Processing” mode. Well, this was because we had recently created this... Read more »

We all know how frustrating it can be to dig through records just to find key details. With AI-generated record summaries, users can instantly access important information—saving time, reducing effort, and boosting productivity. We can now create AI-powered record summaries for any table in Power Apps using a simple, guided... Read more »

In Dynamics 365, there are instances when we need to dynamically change the labels of option set fields based on specific conditions. For example, we might want to update the label of the “Priority” field option from High to Critical when a case is marked as escalated (Is Escalated =... Read more »

While importing a patch (unmanaged) solution we got the below error – “Solution ‘abc_Configuration’ failed to import: Solution manifest import: FAILURE: Solution patch with version 1.6.1.1 already exists. Updating patch is not supported.” This is because Dataverse does not allow updating an existing patch solution with the same version number.... Read more »

Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were in Off / Disabled state. This was because during copy the environment is set in administration mode and background operations are also disabled. Flows are automatically turned off... Read more »

Recently we had to copy our production environment to one of our sandbox environments for some analysis and testing. But before we copied we made sure we deleted the data/attachments/ logs that are not required to save some storage space. Get more information – https://nishantrana.me/2024/10/15/free-up-storage-space-activitypointerbase-and-workflowlogbase-dataverse-dynamics-365/ We had around 950 MB... Read more »

Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must be validated against specific business rules. In this blog, we see how to implement custom validations on stage progression using JavaScript.... Read more »

Key Takeaways HubSpot’s pricing gets expensive quickly, especially after the 2024 pricing changes. Essential features like automation and custom reports […] The post HubSpot Pros And Cons: A Candid Assessment for 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

A powerful marketing strategy isn’t about relying on just one tactic — it’s about finding the right mix of approaches […] The post 10 Powerful Marketing Strategies to Grow Your Business in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Have you sent an email and waited days on end for a reply? A free email tracker can help alleviate […] The post 8 Free Email Trackers You Didn’t Know Existed appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Increasing the traffic to your eCommerce site is important. However, if these website visitors are not converted to generated leads […] The post Strategies to Master eCommerce Conversion Rate Optimization appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Stripo is a well-regarded email design tool known for its intuitive drag-and-drop editor, pre-built templates, AMP email support, and seamless […] The post 17 Stripo Alternatives for the Perfect Email Template Builder appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

“Check Out New Offers On Your Favourites!”  Will you open this email? Does this pique your interest in the brand?  […] The post The Best Email Subject Lines To Copy and Hit Send! appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Marketing brings in leads, and sales turn them into customers — but what happens in between? Many businesses struggle with […] The post 8 Top CRM Marketing Automation Tools for Business Efficiency (2025) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Choosing the right CRM is more than just comparing features; it’s about finding the best value for your business. Most […] The post CRM Pricing Comparison of the 10 Best CRM Tools (2025) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Summary HubSpot is awesome, but surprisingly, there are even more awesome alternatives to HubSpot. These include EngageBay (for huge savings!), […] The post HubSpot Alternatives For Small Business Budgets [2025] appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »