Integrating Dynamics 365 Sales and HubSpot gives marketers a clearer view of what drives engagement, lead progression, and campaign performance. When marketing automation and CRM data work together, teams can improve lead nurturing, personalize campaigns with better context, and measure results with more confidence. For marketers, the value of this integration is straightforward: HubSpot helps…
How Do You Reduce Dataverse Storage in Dynamics 365? The most effective way to reduce Microsoft Dataverse storage usage is to store file attachments and documents in external storage systems, such as SharePoint, rather than in the CRM database. Organizations can significantly reduce storage usage by: Storing CRM attachments in SharePoint or Azure Blob Avoiding…
Companies on the Inc. Regionals: Midwest list had a median growth rate of 69 percent. Overland Park, KS. March 31st, 2026 – Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today revealed that New Dynamic, LLC has been ranked No. 90 on its sixth annual Inc. Regionals:…
As Q2 approaches, many leadership teams assume their systems are ready simply because dashboards load and forecasts roll up. Q2 (the second quarter of the year) begins April 1 and ends on June 30. But Dynamics 365 readiness isn’t about whether reports exist — it’s about whether leaders can trust what they’re seeing when decisions…
Organizations using Microsoft Dynamics 365 Sales often want a faster way to generate, send, sign, and manage documents without forcing users to leave their CRM. AppsHost eSign, powered by EASI, is a web-based electronic signature solution built to support that process directly within CRM workflows. By combining document generation, secure electronic signing, and document management…
For government contractors, standard sales processes don’t apply. You aren’t just managing “leads”; you are navigating a maze of regulatory risks, complex capture processes, and strict compliance requirements. This creates what we call the “GovCon Challenge”: the struggle to manage high-stakes federal opportunities using siloed spreadsheets, disconnected ERPs, and generic CRMs that weren’t built for…
Wealth management firms often struggle with scattered client data and disconnected processes, even when they already have systems in place. A purpose-built solution like CRM for Wealth Management by ForgeXRM, powered by Microsoft Dynamics 365 and the Microsoft Power Platform, brings client data, workflows, and daily tools into a more connected experience. The result is…
If you’ve ever had to explain why Dynamics is “acting slow again”, you know the drill. You check the server. You check the network. Everything looks fine. The real culprit is often hiding in plain sight: attachments. Yes, all those images, PDFs, and Word docs piling up in your Dynamics 365 affect performance more than…
Most companies think they bought a high-performance engine, but they really just bought a heavy digital filing cabinet. We see this every week. You invest in Microsoft Dynamics 365 hoping for a revolution, but end up funding an expensive, manual status quo. Let’s talk about real operational cost reduction. If your team is still doing…
Microsoft has introduced the 2026 Release Wave 1 plans for Dynamics 365 Customer Engagement, with updates rolling out between April and September 2026. As with previous waves, organizations can preview new capabilities in sandbox environments before they are automatically applied to production. While the release plans outline a wide range of updates across Microsoft Dynamics…