As a Dynamics 365 CRM user, making sense of complex relationships between records can often feel overwhelming. Map My Relationships simplifies this process by transforming your CRM data into a visual, interactive mind map that’s easy to understand at a glance. In this blog, we’ve created a detailed Q&A guide that answers common CRM record…
Add-ons extend the capabilities of Dynamics 365, enabling businesses to tailor the platform to their unique workflows and needs. From document management to advanced analytics, these tools help users save time, reduce errors, and enhance collaboration. In this article, we’ve curated the top five Dynamics 365 add-ons for 2025, selected for their ability to address…
CRM Developers Guide compliments of Purely CRM. Artificial intelligence is no longer a novelty, it’s becoming a normal, integrated part of daily work and life. For CRM developers, especially those working with Microsoft Dynamics 365, the rise of Copilot Agents and the normalization of AI present both technical opportunities and human challenges. This segment attempts…
Complex product catalogs, hundreds of SKUs, and intricate pricing rules had HP’s 3D Printing team stuck in slow, IT-dependent quoting cycles. Every configuration change felt like a roadblock, delaying launches and frustrating sales teams. Enter DealHub CPQ. Shifting control to operations and streamlining the workflow allowed HP 3D Print to turn a cumbersome process into…
Have you ever opened your CRM and wondered if your customer secretly cloned themselves? One “John Smith” with an email, another “Jon Smith” with a phone number, and a mysterious “J. Smith” tied to an account Suddenly, your CRM feels more like a guessing game than a business tool. You’re not alone. According to Experian,…
One of the most common frustrations we hear from clients is that managing activities in Dynamics 365 is confusing. The Timeline feature can feel cluttered, searches can be overwhelming, and marketing emails are often buried in a separate area of the system. That’s why P2 Automation developed our own Activity Tracker—a customizable solution that streamlines…
Wonder why your email campaigns don’t always lead to sales, or why marketing and sales seem out of sync? It’s often due to disconnected systems and missing data. Imagine if every email interaction instantly updated your Microsoft Dynamics 365 CRM, giving your sales team real-time insights to personalize their approach. Sounds like a game-changer, right?…
The role of the CFO has evolved far beyond traditional financial stewardship. Today, CFOs are strategic drivers of operational efficiency and revenue growth, responsible not only for managing finances but also for ensuring that every process across the revenue lifecycle is optimized, compliant, and scalable. Even with Microsoft Dynamics 365, organizations often encounter gaps in…
At congruentX, we believe that the next wave of innovation isn’t just about adopting new tools; it’s about empowering your teams with intelligent partners. Enter Artificial Intelligence, the foundation of the future of work. Organizations are moving beyond traditional automation and embracing AI Agents that can think and reason, taking action independently. Unlike static bots…
The subscription economy is experiencing explosive growth, with forecasts predicting it will surpass $1.5 trillion by 2025. But here’s the reality: managing recurring revenue isn’t just about sending invoices; it’s about ensuring renewals, handling trials, managing taxes, proration, and keeping revenue predictable. If you’re still juggling spreadsheets, manual reminders, or rigid systems, you’re already at…