by site-publisher | Sep 3, 2026 | Microsoft Dynamics 365 CRM
The automation that raises sales process tasks had raised the same one twice, seconds apart. Each of its eighteen checks looks for an existing task and then creates one if it finds none, which is a question rather than a rule, and two runs happening at once both pass...
by site-publisher | Sep 3, 2026 | Microsoft Dynamics 365 CRM
The sales process expects an awareness call and then a discovery call. On a smaller account both can happen in a single sitting, and the process had no way to record that. The lead stopped at a step the work had already satisfied. The satisfying logic already existed...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
A document the system generates had to be handed over for a person to upload by hand, because sending the file through the tooling cost too much. That turned out to be a fact about typefaces rather than about documents. The skill builds a one page executive summary...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Before Authgnosis approaches a prospective client, it scores that company against a detailed ideal customer profile, so outreach only goes where the services and Marissa Wright’s experience are a reasonable fit. This build doubles as a proof of concept for the...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Every contact and account carries a last engagement date and type, stamped by three small automations whenever an email, a call or a meeting completes. A reframe email sent one to one from a lead had stamped nothing, and the reason was structural rather than a bug....
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Before any change to how the sales process behaves, a rehearsal runs the whole twenty step chain against a test record and reports what broke. It had been stopping at the second step for three days, and nothing said so, because a rehearsal nobody runs looks exactly...
