When your mission is to save one of the world’s rarest mammals, every minute and every dollar counts. For the Marmot Recovery Foundation, a Canadian nonprofit dedicated to recovering the endangered Vancouver Island Marmot, modernizing their donor management system wasn’t just a tech upgrade, it was a lifeline for their conservation efforts. The Challenge: Outdated…
When it comes to modernizing your sales process and improving customer engagement, Microsoft Dynamics 365 for Sales delivers powerful CRM capabilities backed by Microsoft’s cloud ecosystem. But success doesn’t stop at software, the right partner makes all the difference. Whether you need help with implementation, training, customization, or integrations, these 5 partners stand out for…
Have you ever felt like your business is running on two separate tracks? On one side, you have your sales and customer service teams, busy interacting with customers and managing relationships. On the other side, you have your finance and operations teams, handling inventory, invoices, and the nitty-gritty of your supply chain. If you’re using…
Quick check: Have you ever accidentally deleted a record in Dynamics 365 CRM? Spent too much time recreating similar Opportunities or Quotes manually? Taken screenshots just to “export” a report? If any of this sounds familiar, you’re not alone. Today’s CRM users need tools that simplify daily tasks, reduce manual effort, and increase accuracy. That’s…
Imagine this: Your Dynamics 365 system hums quietly in the background, handling operations, finance, CRM, and supply chain flawlessly. No disruptions. No surprises. Just consistent performance and strategic growth. That’s not luck. That’s the result of partnering with the right Microsoft Dynamics 365 Managed Services provider, the kind that doesn’t just troubleshoot after a failure…
New artificial intelligence Customer Service Agents for Microsoft Dynamics 365 and Contact Center are available in public preview: Case Management, Customer Intent, and Customer Knowledge Management. These three AI Agents all work to tackle emerging issues, discover new insights, and automate manual tasks to enhance business efficiency and lower costs. Within these autonomous AI Agents,…
Most CRM implementations avoid invoices entirely. After all, that’s the job of your ERP or accounting system, right? Yes—but visibility matters. In Episode 8 of Not Your Grandfather’s CRM, we showcase how one client enhanced their Microsoft Power Platform-based CRM with invoice visibility—not to manage finances, but to empower operations and sales. Using Power Automate…
Accidentally deleted a record in Dynamics 365 CRM? Made bulk changes and want to roll them back? You’re not alone. In everyday imports and exports, CRM data is constantly changing. But mistakes happen when users delete records, import wrong data, or make unintended updates. Dynamics 365 CRM doesn’t offer native options for recovering deleted records…
The problem with most CRM systems today isn’t that they are broken – it’s that they are outdated by design. Built for static pipelines and routine customer touchpoints, traditional CRMs were never meant to operate in ecosystems driven by real-time intent, behavioral signals, and predictive intelligence. Yet, many organizations continue to depend on them, layering…
As artificial intelligence becomes increasingly embedded in modern business applications, developers and organizations must take a thoughtful approach to how these technologies are built and deployed. Microsoft’s Responsible AI Standard offers a clear set of guiding principles including fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability that are all especially relevant when…