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The Power of CRM Solutions in Driving Business Success

MS365 Dashboard Sample

In today’s competitive business landscape, CRM (Customer Relationship Management) is so important for driving organizational success. Discover the key reasons why integrating CRM is vital for pushing your business forward. Below is a shot list of benefits that you might get when you adopt CRM and using it on your daily work: 

1️⃣ Operational Efficiency: Streamline your operations and enhance collaboration across teams, which in turn it will boost productivity and efficiency. 

2️⃣ Personalized Engagement: Tailor your interactions to meet individual customer needs, leveraging CRM insights to craft targeted strategies and enhance overall satisfaction. 

3️⃣ Improve Customer Loyalty: Nurture lasting relationships with existing customers by leveraging CRM to identify growth opportunities and promptly address concerns, improving long-term loyalty.  

4️⃣ Data-Driven Decisions: Make informed decisions backed by actionable insights provided by CRM, from sales forecasts to customer behavior trends, driving revenue growth and success. 

🌟 Elevate Your CRM Experience with MS365 Cloud Solutions 🌟 

Take your customer relationships to new heights with MS365 cloud-based CRM.  MS365 CRM offers a suite of tools to streamline operations, personalize interactions, and optimize revenue generation. 

Ready to enhance customer engagement and drive revenue growth? Contact us to learn more about how MS365 CRM can empower your business! 

#CRM #CustomerEngagement #MS365 #CloudSolutions #BusinessGrowth #CustomerSuccess #RevenueOptimization

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How to Remove Shared CRM View from database

CRM View

Microsoft CRM is very dynamic platform, it is helping collaborate and interact with team members. One of the cool features on Microsoft CRM, you can built View and share it with other team members.. But what happen, if you as an end user want to see this view anymore and you don’t have control to remove it! on this post, we will show you how to remove the shared CRM view from database.

Because of the nature MS CRM dynamicity, there will be a challenge to figure out and delete the sharing metadata.

The good side of this, all metadata is stored in the MS CRM database, thus you can manage that by updating database. I would like to highlight here, this is not recommended by Microsoft and you can do it in case you ran out of options but there is no guarantee from Microsoft this is will be working for you as well. I personally tried couple of times and worked fine with me.

I’m strongly recommend to take backup of your database before applying this change, so you have a backup point in case something went wrong.

DECLARE @userId UNIQUEIDENTIFIER = 'User ID whom have the view shared'

update PrincipalObjectAccess
set AccessRightsMask = 0  --Remove sharing
where PrincipalObjectAccessId in(

  select  poa.PrincipalObjectAccessId
  from PrincipalObjectAccess      poa
     inner join FilteredSystemUser u 
        on u.systemuserid = poa.PrincipalId
     inner join UserQuery uq 
        on uq.UserQueryId = poa.ObjectId
  where 
        poa.ObjectTypeCode = 4230
     and u.systemuserid = @userId
     and uq.Name in( 
        'Target View Name to remove it'
        )

 )