Your sales pipeline should be a tool that drives results — but too often, it turns into a wish list. If you don’t know how to start managing your pipeline with evidence instead of assumptions, you end up with vague notes like “follow up next week” or stages like “Proposal Sent” and “Interested.” These might…
Many CRM users face the tedious task of duplicating records for leads, opportunities, accounts, and custom entities. Manually entering data eats up time, leads to errors, and can hold your team back. Fortunately, there are ways to efficiently clone and duplicate records, whether it’s A single record Multiple child records Bulk data across entities Related…
In my last article, I had explained about my new Plugin “Dataverse Users, Security roles, Teams and Teams security roles” overview and in this article, will explain about its installation. Follow the below steps for installing this plugin in XrmToolBox. Step 1: Click on the link to open XrmToolBox website. Step 2: Click on the…
If you’re a Dynamics 365 CRM user in the USA, you already know this: closing deals is just the beginning. The real challenge is making sure customers stick around. Here’s the reality: 96% of customers leave due to poor service, and just one bad experience is enough for 33% of customers to consider switching. U.S.…
Wholesale distribution companies face unique challenges—complex sales cycles, diverse customer expectations, and the need to manage interactions across multiple touchpoints. To thrive, distributors need more than just a basic system to track orders and contracts. They need a solution that unifies customer data, streamlines processes, and supports stronger, long-lasting relationships. Microsoft Dynamics CRM delivers exactly…
AI tools like Microsoft Copilot are showing up more in the workplace. If you are in Sales, Marketing, or Customer service, you have probably heard that Copilot is built into Microsoft Dynamics 365, but maybe you are not sure what it does or whether it is something you would even use. Let us clear up…
Are Your Sales and Accounting Teams Still Working in Silos? Here’s Why You Need QuickBooks and Dynamics 365 Integration Disconnected systems waste time, create duplicate data, and lead to lost revenue opportunities. If your team is still manually switching between QuickBooks Online and Dynamics 365 CRM, you’re not just losing efficiency, you’re risking costly errors.…
Learn about Agentic AI and how it can work for your business by joining this free webinar. Agentic AI 101: Making AI Practical for Your Business Tuesday, September 9, 2025 | 2:00–3:00 PM ET Register to Attend Ready to see AI in action like never before? Join us for a one-hour webinar where we’ll…
Working in Dynamics 365 CRM often means dealing with tons of Related records Accounts linked to Contacts Opportunities tied to Leads Cases connected to Customers. While the data is there, the real challenge is visualizing CRM relationships in a way that helps users make decisions quickly. That’s where advanced CRM relationship visualization comes in. Instead…
Maschinenringe, a major German agricultural services association, uncovered a security vulnerability when a new intranet app threatened exposure of sensitive documents stored in SharePoint. These documents were supposed to remain protected through Dynamics 365 access controls, but the combination of the SharePoint integration with the new app was about to cause trouble. By deploying CB Dynamics 365…