Commission tracking designed for health insurance brokers provides insurance agencies with the tools necessary to streamline commission calculations, saving hours spent on processing commission statements and reconciling incoming carrier payments and outgoing producer payments. CRM for Health Insurance Brokers (BenefitsBridge) by ForgeXRM, built on Microsoft
The holiday season is a time for joy, family gatherings, and celebrations, it also brings the hustle of wrapping up year-end tasks and preparing for 2025. But don’t let business deadlines steal the spotlight this holiday season. With the right apps from Inogic, you can
Posted By Emma D’Arcy on 27 Dec 2024 in Dyn365CE When you need to have a haircut or cut, the barbershop is a location of custom, craftsmanship, and also personal connection. A skilled hairdresser may change your hair in to an imaginative masterwork. A modern
In this review of the Power Platform blogs: Disable self-purchase services Creating custom data views in canvas apps with Power Fx functions User defined types in Power Apps Dataverse Solution Import Error: The Attachment Is Either Not a Valid Type or Too Large Disable self-purchase
Need to add metadata to the Microsoft Dynamics 365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many files are within each folder on SharePoint. To add
While working on a Canvas App within Power Apps, we encountered a scenario where we needed an automated calculation to handle tax computations. Typically, this would require creating a new calculated field within the Dataverse to perform the calculation. However, adding a calculated field to the
Posted By Emma D’Arcy on 25 Dec 2024 in Dyn365CE Have a grand wedding ceremony reception at the marine-inspired Pacific Ball room that seats approximately 650 attendees along with a honeycomb ceiling and also present day light fixtures. Its own pillarless style is motivated due
At ForgeXRM, we help businesses unlock the full potential of Microsoft Dynamics 365 and Power Apps by designing tailored Workflows and Actions that drive efficiency and deliver results. Over the years, we have worked with diverse industries to streamline their operations, and we are excited
The holiday season is a time for joy, reflection, and preparation for the year ahead 🎄✨. But as businesses wrap up year-end activities and gear up for the new year, the pressure of managing CRM data can make the festive cheer feel a little overwhelming
Did you know that there are seven different types of ecommerce? Yes! And, each one means something different to every small and medium business (SMB) owner. Whether you’re trying to find the right ecommerce type for you, or your expanding your ecommerce business, you’ll discover
