If you’re using Dynamics 365 Sales every day, you’ve probably become familiar with entering activities, managing leads, and tracking opportunities. But one of the most underutilized tools in the platform is also one of the most powerful, the dashboard. Dashboards in Dynamics 365 Sales are more than just a collection of charts and numbers. They…
5 Ways to Increase Salesperson CRM Adoption There are lots of great reasons to get CRM, but the only way your business will see the benefits of your new system is if your team actually uses it. After all, if your salespeople won’t use CRM, then what good is it? That means you need to…
Microsoft’s Outbound Marketing is officially retiring on June 30, 2025, making now the time to shift your marketing efforts to Dynamics 365 Customer Insights – Journeys. While converting might seem intimidating, it provides an excellent opportunity to elevate your customer experiences, streamline your processes, and boost your marketing effectiveness. Here are five critical considerations to…
Introduction Most sales forecasts fail because they rely on outdated inputs. Reps manually update deal stages based on gut feeling. Managers review pipeline snapshots that are already stale. Leadership makes critical decisions without visibility into real buyer behavior. This gap between what’s in the CRM and what’s actually happening in the deal cycle leads to…
Your CRM user experience is about to touch newer heights — get ready to master Dynamics 365 CRM like never before! Microsoft Dynamics 365, also known as D365, stands out as a popular tool used by organizations of all sizes to achieve growth through the efficient management of their operations. Since its introduction in 2005,…
Tired of missing follow-ups, losing track of tasks, or chasing team updates in Dynamics 365 CRM? You’re not alone. Many CRM users face the same issues every day—but there’s a smart fix. Meet Alerts4Dynamics – a productivity-boosting app that delivers timely, rule-based alerts and reminders right inside your Dynamics 365 CRM. Let’s break it down…
Waiting on loan updates or bank alerts can be a real drag. What if you got those updates as quick texts, right when they happen? No waiting, no refreshing emails — just a simple ping on your phone. We all live on our phones, scrolling texts way more than emails (let’s be real). So why…
Introduction If you’re reading this, you’re likely facing challenges with customer or user churn; perhaps it’s appearing subtly in your quarterly dashboards or embedded within fragmented datasets. Regardless of your role—CIO, COO, Compliance Lead, Startup CTO, or System Architect—churn is more than a metric. It’s a signal. Crucially, it’s predictable through the strategic application churn…
TL;DR: Most companies don’t need a new CRM—they need to make the one they already have actually work. If you’re using Dynamics 365 Sales, Service, or Field Service but still stuck in manual processes, low user adoption, and disconnected tools, the problem isn’t your software—it’s your implementation. This blog shows how the Power Platform (Power…
Beyond Automation: How AI and CRM is Redefining Sales Success Sales teams today face an unprecedented challenge: increasing efficiency while creating more personalized customer connections. Without the right tools, these goals often clash, leaving sellers buried in administrative tasks instead of building meaningful relationships with prospects. Microsoft’s latest insights reveal how next-generation AI and CRM…