December 2023 - What's New in Tamarac CRM
This update introduces the ability for users to download Analytics reports directly from Tamarac CRM. This enhancement will streamline your workflow, providing more flexibility and …
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Account Set Saved Searches
Account set saved searches automatically update a set of accounts based on the criteria or rules you set for the group. Account sets are primarily used to assign account permissions to users. …
Microsoft Teams Integration
The Dynamics 365 and Microsoft Teams integration allows you to streamline your workflow, enhance collaboration, and improve productivity. This integration fosters teamwork and makes …