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...
Dynamics 365 (2)
Using Microsoft Dynamics 365 to Eliminate Data Silos in Manufacturing
Modernizing Business Systems: A Manufacturer’s Move to a Unified Microsoft Platform Industry & Challenge A chemical manufacturing company faced a...
3 Steps to Plant, Grow, Nurture & Harvest Insights | CRM Data Garden
Plant, Nurture, Grow & Harvest Insights from Your CRM Data Garden
The Hidden Costs of an Underperforming CRM & Possible Solutions
Even if your CRM isn’t decades old, it can still become a bottleneck if it’s missing advanced analytics, lacks AI-driven workflows, or doesn’t fully...
Is the Invisible CRM Next? | Natural Language Control with D365 Sales
The Evolution of User Interfaces in CRM User interfaces have not fundamentally changed in decades. While the technology behind them has transformed...
A Salesforce to Dynamics 365 Sales Migration Journey for a Cybersecurity Firm
Salesforce to Dynamics 365 CRM Migration A global leader in cybersecurity sought a transition from a heavily customized Salesforce environment to...
Secrets to Better Business Process Management
Keeping business processes relevant and up to date can feel like a futile battle.
4 Critical Steps for Rolling Out AI and Dynamics Copilot for Business
“It’s time,” you say.
Understanding Microsoft Dynamics 365 Licensing
Puzzles. They can be a fun and healthy challenge – unless that puzzle surfaces when your Enterprise or SMB company’s expensive licensing agreements...