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Optimizing D365 for an IT Firm | Simplifying CRM for Better Adoption
Industry & Challenge An IT firm had invested in Microsoft Dynamics 365, but their team wasn’t using the system effectively. The CRM was overly...
Integrating D365 & HubSpot for Better Marketing - Manufacturing Industry
Industry & Challenge A metals and mining business in the manufacturing industry specializing in stainless steel, nickel alloy, and titanium plate...
Why Your Business Needs a CDP to Get the Most Out of Customer Data
Data is the backbone of modern business, driving decision-making, personalization, and customer engagement. However, many businesses struggle with...
Microsoft 365 Copilot vs Dynamics 365 Copilot: Licensing, Features & Adoption Strategies
The rise of AI-powered tools has transformed the way businesses operate, and Microsoft is leading the charge with its suite of Copilot solutions....
Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE
Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE Industry & Challenge A leading financial services firm...
Modernizing Sales and R&D with D365 & Power Platform | Manufacturing
Modernizing Sales & R&D for a Chemical Manufacturer with D365 & Power Platform Industry & Challenge A chemical manufacturing company struggled with...
Reviving a Struggling CRM Implementation | IT Firm with D365 Sales
Reviving a Struggling CRM Implementation for an IT Firm with Dynamics 365 Sales Industry & Challenge An IT services company had already implemented...
Reliable CRM Support During an Internal Employee's Extended Leave
Reliable CRM Support Provided When the Internal Resource Was Unavailable at a Wealth Management Firm Industry & Challenge A wealth management firm in...