Mailchimp is a favourite among marketers for its ease of use, while Dynamics 365 CRM is strong at managing customer relationships. But using both tools together often creates frustrating gaps. If you’ve ever thought of: Why your Dynamics 365 contacts aren’t showing up in Mailchimp, Why Mailchimp unsubscribes aren’t reflected in your CRM, Or how…
Learn the CRM Terms You Need to Know to Become a Process Flow Pro! Are you new to the CRM morpheme scheme and looking to learn the language? Perfect your dialect? Enhance your parlance? Enact some spectacular CRM vernacular? Then look no further! Welcome to CRM 101 This month, Professor Mariam walks you through some…
If your team is using Quick Campaigns in Microsoft Dynamics 365, adding Email Templates can take your outreach to the next level. In the second video of our mini-series on Quick Campaigns, we walk you through the steps to send templated emails to multiple Contacts—personalized and professional without the extra effort. When launching your Quick…
When you’re launching a new business, everything moves fast — but your systems often can’t keep up. Customer data is scattered, leads fall through the cracks, and internal communication breaks down. The result? Missed opportunities, disorganization, and stalled growth. That’s why many early-stage companies are exploring how startups use Dynamics 365 to bring order to…
When you’re investing in a powerful tool like Microsoft Dynamics 365 CRM, the technology is only half the story. The other half? Choosing the right partner to help you implement it. Don’t Get Burned How to Choose an ERP/CRM Partner You Can Trust Download the Full E-book Now Dynamics 365 CRM can transform how you…
If you’re using Microsoft Dynamics 365 and looking for a quick, no-frills way to email a list of Contacts, the built-in Quick Campaigns feature might be exactly what you need. In this video, we demonstrate how to launch a Quick Campaign from a filtered Contact view, compose a custom message, and review each email before…
Tired of guessing where your deals are stuck? If your sales pipeline still looks like a cluttered spreadsheet, it’s time for an upgrade. The Kanban view in Dynamics 365 CRM transforms the way sales managers track, prioritize, and act on opportunities, all through a clean, visual interface. In this blog, we’ll explore 5 real-world ways…
Imagine trying to have a conversation with someone, but every time you switch topics, you have to go to a different room and start over. Frustrating, right? That’s often how customer service feels when businesses use separate tools for different ways you want to reach out. Let’s see how Dynamics 365 with copilot studio, and…
Choosing the right CRM can make or break your business operations. If you’re looking to boost productivity, improve customer relationships, and drive growth, it’s time to consider the Microsoft Dynamics 365 benefits that set it apart. In this blog, we’ll explore six key reasons why your business needs Dynamics 365. Why Your Business Needs Dynamics…
When your mission is to save one of the world’s rarest mammals, every minute and every dollar counts. For the Marmot Recovery Foundation, a Canadian nonprofit dedicated to recovering the endangered Vancouver Island Marmot, modernizing their donor management system wasn’t just a tech upgrade, it was a lifeline for their conservation efforts. The Challenge: Outdated…