Storing documents is simple. Ensuring the right people have the right access – securely and accurately – is the real challenge! Dynamics 365 CRM users often rely on SharePoint for document storage. However, native Dynamics 365 CRM SharePoint integration lacks proper permission synchronization. This can lead to uncontrolled access and may lead to a serious…
High data quality is the backbone of any successful ERP system. When you’re using a Dynamics 365 ERP, maintaining clean, consistent, and reliable data isn’t just a nice-to-have—it’s essential. Without high-quality data, even the most powerful ERP features can fall flat. Poor data can lead to inaccurate reports, integration failures, faulty analytics, and a general…
Joint ventures present unique challenges: collaborating across multiple organizations, each with their own IT infrastructure and compliance requirements is necessary hbut not easy. Secure Sync for SharePoint helps bridges these gaps for organizations that use Microsoft SharePoint, enabling secure, efficient collaboration without compromising compliance or data security. What is Secure Sync for SharePoint? Secure Sync…
The old way of introducing a new product? Emails, spreadsheets, and lots of waiting. In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move their product setup process from a manual bottleneck to a streamlined, automated workflow using Microsoft Power Apps. In this process… Operations initiates a product change…
If your team feels out of sync, you’re not alone. Many businesses face the same issue—systems that don’t connect, data scattered across apps, and processes that break down between departments. This creates confusion, delays, and lost opportunities. Dynamics 365 is the cure for team chaos, offering one connected platform where your people, data, and workflows…
As Microsoft gradually shifts from Bing Maps to Azure Maps, Dynamics 365 CRM is seeing a significant upgrade in its location intelligence capabilities. Azure Maps brings advanced mapping, geospatial visualization, and analytical features that enhance user experiences across sales, service, and field operations. If you’re using Dynamics 365 CRM and exploring how location intelligence can…
If you’re using Dynamics 365 Sales every day, you’ve probably become familiar with entering activities, managing leads, and tracking opportunities. But one of the most underutilized tools in the platform is also one of the most powerful, the dashboard. Dashboards in Dynamics 365 Sales are more than just a collection of charts and numbers. They…
5 Ways to Increase Salesperson CRM Adoption There are lots of great reasons to get CRM, but the only way your business will see the benefits of your new system is if your team actually uses it. After all, if your salespeople won’t use CRM, then what good is it? That means you need to…
Microsoft’s Outbound Marketing is officially retiring on June 30, 2025, making now the time to shift your marketing efforts to Dynamics 365 Customer Insights – Journeys. While converting might seem intimidating, it provides an excellent opportunity to elevate your customer experiences, streamline your processes, and boost your marketing effectiveness. Here are five critical considerations to…
Introduction Most sales forecasts fail because they rely on outdated inputs. Reps manually update deal stages based on gut feeling. Managers review pipeline snapshots that are already stale. Leadership makes critical decisions without visibility into real buyer behavior. This gap between what’s in the CRM and what’s actually happening in the deal cycle leads to…