In this blog, we show you how to upload a camera photo from a Canvas App to Dynamics 365 as an attachment on a particular entity record.
Don't just add to your tech stack. Enhance it.
CRM systems allow you to scale your financial organization, but they also require reps to complete more work — a CRM system on its own does little to drive meaningful engagement with customers.
Salespeople are starting to demand more from their company’s technology stack. To increase CRM adoption your company needs to understand the needs of salespeople and deliver the right balance of tools. But sales and technology management organizations remain largely disjointed. Technology management doesn't fully understand the needs of frontline sales reps and sales organizations do not understand how their adoption and usage of technology impacts the larger organization.
See how your company can increase CRM adoption and learn best practices for enhancing CRM performance for: