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 | Automation
Collection closed at wave 4 with 1,408 qualifying postings against a target of 1,200. The one-shot 2 September run recomputed the figures from the stored corpus without touching a job board. The headline is 35.7 percent of open director-level and above B2B technology...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Every step in the sales process raises a piece of work, and declining a task with a reason has always marked its step excused so the process moves on. An email step had no such route. A rep who judged the email unnecessary had to send something anyway or tick the...
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...
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...
