by site-publisher | Sep 9, 2026 | Microsoft Dynamics 365 CRM
Ten automations in the CRM were switched off, and the system’s own dependency check said nothing pointed at any of them. On that evidence all ten looked equally disposable. Half of them still could not be deleted. Five were removed and five were kept, for...
by site-publisher | Sep 9, 2026 | Microsoft Dynamics 365 CRM
The sales process keeps a plan of the steps to a first commitment, with a target date, a baseline and a slippage figure on each row. A question about the slippage field turned out to have an awkward answer: nothing computes it, nothing writes it, and every row in the...
by site-publisher | Sep 5, 2026 | Authgnosis Website
Five consecutive weekly reviews had built on a number the measurement window produced. Checking it against the source data changed what the strategy should do next. A weekly review had reported site impressions rising 202% over five weeks while clicks stayed flat, and...
by site-publisher | Sep 3, 2026 | Microsoft Dynamics 365 CRM
A CRM product catalogue is usually typed in once and then quietly drifts from whatever document is supposed to govern it. This one is generated, and the drift it replaced had been sitting there unnoticed. The catalogue is built by a script that parses the canonical...
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...
