When you’re working with Dynamics 365 Sales (CRM), one of the biggest challenges you’ll face as a database administrator is keeping your integrations efficient. The good news is that Dynamics 365 provides Change Tracking, and our SSIS Integration Toolkit for Microsoft Dynamics 365 exposes this capability through a purpose-built EntityChanges Source Type that makes incremental…
CRM Developers Blog Post – Purely CRM The Art of Communication in Agile with DevOps: What Developers and QA Should Say in Daily Stand-Ups Our Purely CRM expert consulting team wants to share some valuable insights on what Developers communicate versus QA resources during a daily agile stand-up meeting. After all, effective communication lies at the…
Those Differences Matter! On past episodes of CRM 101, we’ve defined some important, entry-level CRM terms you’ll need to know as you begin your CRM exploration or implementation. But I still often get asked the difference between leads vs opportunities in CRM. So, let’s dive into that today. Leads A lead is a contact or company in your system that…
You: Our subscription billing is chaos – chasing renewals, fixing invoices, figuring out who’s paid. Sound familiar. If you run a SaaS business, membership program, or service-based company, you know messy billing costs both revenue and customer trust You: So, is there a fix without adding yet another complicated tool? Yes. Subscription and Recurring Billing…
Sales today isn’t just about pitches and pipelines – it’s about precision, process, and AI-powered execution. In a data-driven environment, your sales team needs more than just a CRM. They need a system that guides, automates, and adapts—just like AI. That’s where the Advanced Business Process Checklist for Dynamics 365 CRM comes in. In this…
The Dynamics 365 Sales 2025 Release Wave 2 marks a major shift in how modern sales teams operate. This release focuses on enabling truly AI-powered selling through intelligent automation, guided processes, and tighter integration with Microsoft 365. With features like the Sales Qualification Agent, advanced Sales Copilot capabilities, and a redesigned seller experience, Dynamics 365…
With Three-Year Revenue Growth of 67 Percent, This Marks New Dynamic, LLC’s First Time on the List NEW YORK, August 12, 2025 – Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that New Dynamic, LLC is No. 4605 on the annual Inc. 5000 list, the…
In today’s fast-paced business world, decision-makers need more than just charts and tables — they need location-aware insights that are visual, contextual, and actionable. While traditional Dynamics 365 CRM dashboards display data in lists and graphs, they often miss the spatial perspective that’s critical for sales, service, and territory planning. That’s where Maplytics a geo-analytical…
(Revised August 2025) Building a Strong CRM Project Team: The Key to Success CRM success is rarely about the software. It’s about people—specifically, the right people in the right roles, working together with clarity and accountability. A strong CRM project team is essential to turning strategy into success. We’ve all seen projects that technically “go…
When your organization has processes that move through multiple departments—sales, service, production, accounting—smooth handoffs are critical. In Microsoft Dynamics 365 and Power Apps, Business Process Flows are an excellent way to keep everyone aligned, but the real magic happens when you fine-tune them for faster approvals, better notifications, and fewer bottlenecks. At P2 Automation, we…