How Dynamics 365 Sales Drives Revenue Growth for SMBs 

Small and medium-sized businesses (SMBs) face the constant challenge of driving revenue growth while optimizing operational efficiency. For many, the key to overcoming these challenges lies in leveraging modern technology. Microsoft Dynamics 365 Sales offers SMBs a robust solution to streamline their sales processes, enhance customer relationships, and ultimately, boost revenue growth. Transforming Sales Processes Dynamics 365…

5 Key Challenges Solved by CRM for Wealth Management Firms

Strengthening Client Relationships with CRM for Wealth Management Firms Wealth management is more than just managing clients’ investment portfolios and providing strategic investment advice. It’s about building long-term client relationships and understanding each client’s short-term and long-term financial goals. Advisors must track intricate connections between clients, their families, trusts, and financial entities to deliver personalized…

How to Train Microsoft Copilot to Understand Your Sales Process Terminology

Copilot has already started transforming how sales organizations operate by lending a hand in authoring emails and other built-in prompts that Microsoft has provided. There are also the unsuccessful times where you have attempted to ask Copilot a question only to be disappointed with no viable response. It has always been Microsoft’s direction to allow…

Optimizing Your CRM for Lead Capture: Ensuring No Potential Customer Slips Through the Cracks

Capturing and managing leads effectively is one of the most critical functions of any CRM and marketing automation platform. If your lead capture process isn’t optimized, valuable prospects can fall through the cracks—leading to lost revenue and missed opportunities. For Microsoft Dynamics users, integrating a marketing automation platform like emfluence ensures that leads from multiple…

[Video] Customer Service in the Metals Industry – Part IV

https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Vendor-Claim.mp4 Managing vendor claims efficiently is a crucial part of delivering excellent customer service in the metals industry. When quality issues or delivery delays arise, having a structured process in place ensures that claims are handled accurately and promptly. In our latest video, we demonstrate how our custom-built CRM Case module simplifies the process of…

Master CRM Data Clean Up – Automate Duplicate Detection & Merging within Dynamics 365!

Manually cleaning duplicate records in Dynamics 365 CRM is a never-ending struggle—time-consuming, error-prone, and frustrating. From misspelled names to inconsistent phone numbers, duplicate data sneaks in through multiple channels, making it nearly impossible to maintain a single, accurate customer view. The result? Conflicting information, unreliable reports, wasted productivity, and even embarrassing mistakes like sending multiple…

AI, Automation, and Insights: The Top Features in Dynamics 365 Sales 2025 Release Wave 1

Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365 Sales, introducing a suite of innovative features designed to enhance sales processes and boost productivity. These updates, scheduled for rollout between April and September 2025, leverage artificial intelligence (AI) to empower sales teams with advanced tools and capabilities. AI-Powered Sales Qualification Agent One…

Easily Integrate Dynamics 365 with SAP Using No-Code Tools

Many businesses rely on different enterprise systems to manage essential parts of their operations. Sometimes they choose separate vendors for their CRM and ERP to meet unique business requirements. In other cases, companies merge or acquire other organizations and end up with multiple technology platforms that need to work together. Whatever the reason, integrating these…

Visualizing Complex CRM Record Relationships in Dynamics 365 with Spider View!

Managing customer accounts can often feel like solving a puzzle—figuring out how stakeholders are connected, which decision-makers to contact, and identifying key influencers. Without the proper tools, this process becomes time-consuming and overwhelming, as you toggle between screens and search through multiple records. In fact, 40% of professionals report wasting time managing disconnected data across…