Rene Ymzon

Marketing Manager

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Activity overview

Latest activity by Rene Ymzon
  • Rene Ymzon commented,

    We solved the problem of recreating leads that have already been disqualifiedWe created a column in Act-On called 'MQL Sent to D365'.  Any lead that we send to D365 is marked as 'true' in thi...

  • Rene Ymzon commented,

    I'll confirm that we've seen the same.  We're new to ActOn so I don't have a feel for what the expected behavior is.  My initial thought was based on the 'from' address maybe Outlook knew tha...

  • Rene Ymzon commented,

    Anyone else using Dynamics365 version 9?I don't have access to the Hot Prospects or the Dashboard.Hot Prospects gives a 404 errorDashboard gives a blank page [Edit - looks like I can see the ...

  • Rene Ymzon commented,

    Maybe there aren't any Dynamics users?  How about other CRM users? I'd imagine there are common features across CRM platforms that I should test for?------------------------------Rene YmzonMa...

  • Rene Ymzon created a post,

    Hello, looking for experienced D365 users to chime in.We're launching D365 and we will be in the testing phase this week.  We used an integrator to set everything up with our processes and in...