As DynamicsCon 2025 approaches, we are excited to share that Jeff Ney, President of New Dynamic, will be joining Marketing Copilot CEO and Microsoft MVP in AI, Marie Wiese, for a session that cuts through the hype and addresses the real challenges businesses face when it comes to AI adoption. DynamicsCon Session Details Date: Wednesday,…
Learn how combining subjective feedback with objective data can optimize your change management outcomes. Author: Michael Hauck Change is inevitable. Every organization faces it. But how often do we pause to think about what drives successful change? This isn’t just about the nuts and bolts of changing systems; it’s about revolutionizing how we approach transformations…
Big changes are coming to Microsoft Dynamics 365 CRM! As of October 2025, Microsoft will officially deprecate the Hierarchy Control feature—the tool many CRM users rely on to visualize parent-child relationships between records like Accounts, Contacts, and Opportunities. But there’s good news: Map My Relationships app has the perfect solution to fill that gap. Introducing…
In today’s hybrid work environment, sales teams are more distributed than ever. Whether they’re working from home, on the road, or across multiple time zones, remote sellers need a CRM that’s fast, flexible, and built for collaboration. That’s where Microsoft Dynamics 365 Sales stands out. The Remote Sales Challenge Managing leads, nurturing relationships, and closing deals is…
…and how to show them some CRM love Spend any appreciable time working with CRM, and I guarantee you’ll hear that salespeople hate CRM. Often, we hear it from frustrated business owners, executives, or managers as the reason a CRM adoption failed. Other times, it’s given as a reason to ditch CRM or avoid implementing it in the first place. Just as…
In CRM, “Cases” are the go-to feature for managing service tickets—but what if they’re too rigid for your real-world process? In Episode 2 of Not Your Grandfather’s CRM, Steve Pestillo walks through a custom-built service module we created for a printing company client. Rather than use the built-in Case entity, we opted for a simpler,…
As a Dynamics 365 developer, you are always curious about the different license types across the Microsoft ecosystem. If you’ve worked on enough projects, you’ve probably realized licensing can be surprisingly complex. Between figuring out what users need and ensuring solutions are cost-effective, there’s a lot more to consider than just “what features come with…
The future of Microsoft Dynamics 365 and Microsoft Power Platform begins now. During the Microsoft Business Applications Launce Event, they were excited to announce the official start of the 2025 Release Wave 1. This six-month rollout will introduce new and enhanced features from April to September. This launch arrives at a pivotal time as we…
If you’re working within Microsoft Dynamics 365 CRM, you know how challenging it can be to manage and monitor data across multiple views, especially when dealing with complex sales pipelines, support cases, or project workflows. Navigating through static record lists and manually updating statuses can slow down productivity and create inefficiencies. Kanban Board for Dynamics…
If your business spans across different regions, handling multilingual data within Microsoft Dynamics 365 can lead to communication breakdowns, slow responses, and potential errors. Without a reliable translation solution, you may find yourself: Manually translating CRM records or using external translation tools. Losing important rich text formatting, making translations unclear. Stuck with translations that don’t…