Introduction Enterprises relying on distributed field teams require a CRM built for mobility, not retrofitted. Manual data entry, fragmented tools, and delayed updates contribute to compliance risks, reduce service quality, and escalate operational costs. Traditional Centralized CRMs are inadequate in supporting the agility frontline workers require, particularly as service-level expectations in industrial and field services…
How to Close the Gap Between AI Interest and Implementation to Maximize Sales and Marketing Wednesday, June 18th. 12:00 PM EDT REGISTER There’s no shortage of curiosity around AI, but there’s still a big gap between interest and implementation. Many businesses are stuck asking: Where do we even begin? This session is designed to close…
Microsoft Dynamics 365 Sales is a powerful CRM solution designed to help sales teams close deals faster, build stronger relationships, and gain actionable insights. But with such a feature-rich platform, many users only scratch the surface of what’s possible. Whether you’re new to Dynamics 365 Sales or looking to maximize your investment, here are the top…
At enCloud9, we like to spotlight powerful features in Dynamics 365 that don’t always get the attention they deserve—like Kanban Boards. This visual tool lets users manage Opportunities and Activities through an intuitive drag-and-drop interface, making pipeline tracking much easier. Kanban Boards in Dynamics 365 must be enabled by a CRM administrator, once active, they…
AI isn’t just a buzzword anymore—it’s showing up in real workflows, driving real results, and changing how companies operate at every level. But let’s be honest: most organizations are still figuring out what “AI-ready” really means. Before diving into tools and tech, it’s worth asking the tough questions. Is our data trustworthy? Can our systems…
If you use Dynamics 365 CRM with SharePoint, you’ve probably run into questions about managing documents and keeping security settings in sync. Many CRM users ask things like: How do I make sure only the right people can access documents? What happens if user roles change? Can I control SharePoint permissions from CRM? These are…
Implementing Dynamics 365 Sales is a smart investment, but its success hinges on how well it reflects your unique business needs, goals, and processes. A solid understanding of your organization sets the foundation for meaningful change—and ultimately, long-term success. Why Understanding Your Business Matters Strategic Alignment When your Dynamics 365 Sales deployment aligns with your…
CRM isn’t just for tracking customers anymore — it’s for running your business. In the latest episode of our YouTube series Not Your Grandfather’s CRM, we demonstrate how Microsoft Power Platform helped one of our clients streamline their product sample fulfillment process. The old way involved emails, manual inventory checks, and unnecessary accounting steps. We…
Customer expectations are evolving and contact centers are under increasing pressure to deliver faster, more personalized support across every channel. Microsoft’s Dynamics 365 Contact Center rises to meet that challenge. It embeds generative AI across the entire support workflow and helps organizations reduce costs, improve response times, and accommodate the needs of customers and agents.…
CRM Developers Blog by Purely CRM: Understanding Solution Versioning in Dynamics 365: Managing Patches and Build Cycles Solution versioning in Microsoft Dynamics 365 CRM plays a critical role in maintaining clarity, traceability, and control across development, deployment, and support lifecycles. For IT departments and CRM consultants, version numbers are not just identifiers—they are essential for…