You might be running into problems with your sales and accounting data not syncing properly—and it’s causing delays and costly mistakes. You’re definitely not alone. Many businesses face the same frustration when their CRM and accounting systems don’t communicate. If you’re using Microsoft Dynamics 365 CRM and QuickBooks, it can often feel like they’re operating…
For many Managed Service Providers (MSPs), Excel has long been the go-to tool for managing sales data, tracking quotes, budgeting, and even reporting. It’s flexible, familiar, and seemingly does the job—until it doesn’t. As your MSP scales, the very tool that once helped you stay agile becomes a silent killer of operational efficiency. For C-suite…
Ever seen a CRM alert pop up while you were in the middle of something important? Maybe you thought: “I’ll get back to this later.” …but then later never came? You’re not the only one. For Dynamics 365 CRM users, alerts are essential, but they can also be overwhelming when they interrupt the flow of…
When Protech Automotive Solutions decided to overhaul their operations, it wasn’t just about updating software— it was about rethinking how work gets done at scale. With more than 37,000 service requests per day and aggressive growth projections, their existing systems—manual scheduling, disconnected tools, and error-prone invoicing—were slowing them down. What they needed wasn’t an out-of-the-box…
Your CRM isn’t supposed to be a digital junk drawer. So why does it look like one? We’ve all been there: You log into your CRM and instantly regret it. Duplicate records. Contacts with missing emails. Deals marked as “closing soon” since 2022. It’s not a CRM—it’s an overstuffed attic of bad data, broken dreams,…
As DynamicsCon 2025 approaches, we are excited to share that Jeff Ney, President of New Dynamic, will be joining Marketing Copilot CEO and Microsoft MVP in AI, Marie Wiese, for a session that cuts through the hype and addresses the real challenges businesses face when it comes to AI adoption. DynamicsCon Session Details Date: Wednesday,…
Learn how combining subjective feedback with objective data can optimize your change management outcomes. Author: Michael Hauck Change is inevitable. Every organization faces it. But how often do we pause to think about what drives successful change? This isn’t just about the nuts and bolts of changing systems; it’s about revolutionizing how we approach transformations…
Big changes are coming to Microsoft Dynamics 365 CRM! As of October 2025, Microsoft will officially deprecate the Hierarchy Control feature—the tool many CRM users rely on to visualize parent-child relationships between records like Accounts, Contacts, and Opportunities. But there’s good news: Map My Relationships app has the perfect solution to fill that gap. Introducing…
In today’s hybrid work environment, sales teams are more distributed than ever. Whether they’re working from home, on the road, or across multiple time zones, remote sellers need a CRM that’s fast, flexible, and built for collaboration. That’s where Microsoft Dynamics 365 Sales stands out. The Remote Sales Challenge Managing leads, nurturing relationships, and closing deals is…
…and how to show them some CRM love Spend any appreciable time working with CRM, and I guarantee you’ll hear that salespeople hate CRM. Often, we hear it from frustrated business owners, executives, or managers as the reason a CRM adoption failed. Other times, it’s given as a reason to ditch CRM or avoid implementing it in the first place. Just as…