I am increasingly asked by customers how to investigate potential security incidents in their Salesforce environments. Common questions are: What did a specific user do during that time? and What data was impacted? Every organization and incident is unique, and the answer to these questions
In this review of the Dynamics 365 Finance and Supply Chain Management blogs: Understanding landed cost Preventing customer down time through managing assets loaned to customers Automate invoice copy as a PDF attachment in e‑invoices Explore project management Understanding landed cost in Dynamics 365 Finance
The nature of business communication has taken a new face, way past the norms of sending a text message. Speed, scale, and visibility of communication are no longer optional for the brands that are run on Salesforce. This is where SMS short codes take part.
Your team’s wellbeing directly impacts everything from daily productivity to long-term business success. Supporting your employees’ physical and mental health isn’t just nice to have — it’s essential for building a thriving workplace culture. Small and medium-sized businesses (SMBs) around the world are discovering that
Efficiency is key to business success in today’s highly competitive world. The companies that are able to manage customer relationships efficiently, streamline processes and use data-driven insights will be the ones who stay ahead. Salesforce consulting and implementation play a key role in this. As
Every week, another company announces their AI agent initiative. Six months later, most of those projects are stuck in pilot purgatory or quietly disappeared from executive dashboards. The culprit isn’t the AI — it’s environment management. Here’s what we’ve learned: you can have the smartest
If ERP keeps your operations stable, CRM keeps your relationships warm. During business interruptions – product delays, service downtimes, or even global emergencies, CRM ensures consistent customer communication and trust. How CRM Adds Continuity: Centralizes customer interactions across sales, service, and support Enables personalized communication
This article is sponsored by Invoiced by Flywire. Enterprise resource planning (ERP) systems help organizations handle core duties such as managing general ledgers, purchasing, sales orders, and keeping company data consistent across processes and transactions. But when it comes to optimizing accounts receivable (A/R), they often
Agentic AI is here, and it’s transforming how marketers work and reshaping how organizations deliver audience experiences. Unlike traditional AI, which is reactive and dependent on humans for its next action, agentic AI takes initiative. It can launch campaigns, optimize customer journeys, write, and even
In this review of the Microsoft Power Platform blogs: Power Platform admin center: classic retires September 3, 2025 – here’s what you need to know How to batch files and list items in SharePoint Online in Power Automate Adding sales accelerator items to a model-driven
