Microsoft Dynamics 365 gives marketing and sales teams a shared system of record, but that doesn’t automatically mean your systems are working together. Many organizations still struggle with disconnected processes. Marketing automation runs in one place and CRM data lives in another. Lists are exported, campaigns are built in isolation, and performance is measured across…
Reliable integrations between Microsoft Dynamics 365 Customer Engagement and external systems can become challenging. This is especially true as organizations grow and data volumes increase. One enterprise tool that helps make this possible is Microsoft’s Azure Data Factory. It is a cloud-based ETL (Extract, Transform, Load) tool. It allows users to build pipelines that transform…
A complete Dynamics 365 Mailchimp integration guide for marketing and sales teams who are done working blind. Your marketing team is in Mailchimp. Your sales team is in Dynamics 365. And somewhere between the two, the data falls apart. A lead opens your pricing email and clicks the demo link. Your CRM shows nothing. Your…
Let’s be honest about an uncomfortable truth in our industry: most CRM consultants have never carried a quota. They haven’t worked in RevOps, either. We see a lot of smart and highly credentialed professionals in this space. But when it comes down to how revenue actually gets generated and forecasted, most of them are designing…
Microsoft’s 2026 Dynamics 365 Release Wave 1 (rolling out April–September 2026) continues a clear shift we’ve been watching closely: AI is no longer a standalone feature—it’s being built directly into how sales and customer service teams work every day. Microsoft has published the full 2026 Dynamics 365 Release Wave 1 release plan, which is updated…
Artificial intelligence is quickly becoming the centerpiece of conversations around Microsoft Dynamics 365 Customer Engagement (D365 CE). With each new release wave, Microsoft continues to expand AI-driven capabilities across Sales, Customer Service, Contact Center, and Customer Insights. From Copilot-assisted workflows to autonomous agents and predictive insights, the promise is clear: you’ll get smarter, faster, and…
Changing managed services providers is one of the more consequential IT decisions an organization can make. The concerns are predictable — will there be downtime? Will critical knowledge get lost in the handover? Will the new team actually understand the business before taking the reins? Those questions are valid, and the answer largely comes down…
Revenue Operations exists to do one thing: connect the dots between pipeline activity and predictable revenue. But here is the problem most RevOps teams quietly live with: their CRM is full of data, and none of it tells them what is actually happening to deals right now. List views show records. Dashboards show aggregates. Charts…
DirectionsNA is the most anticipated partner-only event of the year in North America. This year it will be held at the Hyatt Regency in Orlando, Florida from April 27-29, 2026. Directions NA 2026 is all about Microsoft Dynamics 365 Business Central, its integrations, partnerships, and all the incredible solutions we can offer together as a…
The Microsoft Dynamics 365 2026 Release Wave 1 introduces a comprehensive set of AI-driven innovations designed to transform how organizations operate across sales, service, operations, and finance. Spanning from April to September 2026, this release emphasizes agentic AI, automation, and unified data experiences, enabling businesses to move from reactive processes to proactive, intelligent operations. Key…