What if your CRM could think visually? Imagine opening a CRM record and seeing everything connected to it—people, emails, tasks, deals, hierarchies—all in one interactive mind map view. No more tab-hopping. No more second-guessing. Just clear CRM visualization that makes your next move obvious. Let’s test it: When reviewing CRM data, what’s your biggest frustration?…
Customer data accuracy is no longer a “nice to have.” It’s business-critical—especially when your CRM is tightly connected to your ERP and marketing platforms. In Episode 7 of Not Your Grandfather’s CRM, we walk through a process automation solution built for a client that relies on a Master Data Manager to handle customer record changes.…
Managing field teams, sales reps, or service agents using Microsoft Dynamics 365 CRM? If you’ve tried scheduling with just Bing Maps or Azure Maps, you’ve probably hit a few roadblocks—scattered data, confusing routes, and no real-time updates. Actually, resource scheduling in Dynamics 365 CRM shouldn’t feel like a puzzle. In this blog, we’ve compiled answers…
If you’re using Microsoft Dynamics 365 Sales, you might be missing out on some of its most valuable features. Many users don’t realize that there are powerful marketing tools in Dynamics 365—already included with your license. No need for third-party apps or expensive add-ons. To help you make the most of what you already have,…
Your customers are messaging you—right now—on WhatsApp. Are your agents prepared to respond quickly, professionally, and with full context? With the integration of WhatsApp and Microsoft Dynamics 365 CRM using WhatsApp4Dynamics, businesses have already centralized messaging inside their CRM. But now, AI-powered tools take that experience from efficient to exceptional. Whether you’re handling leads, support…
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…