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Blog post

What is the Difference Between a Campaign and a Customer Journey?

A set of automated tasks can be referred to as a Campaign or a Customer Journey.  Microsoft Dynamics 365 uses both ...

April 20, 2022
What is the Difference Between a Campaign and a Customer Journey?
Blog post

Create a Quote Template with One Click in Dynamics CRM

Here are the steps you need to take to create a Quote Template for Dynamics CRM in Microsoft Word. With one click, users...

April 12, 2021
Create a Quote Template with One Click in Dynamics CRM