https://www.crmsoftwareblog.com/wp-content/uploads/Not-Your-Grandfathers-CRM.mp4 When most people think of CRM, they think of contacts, leads, and maybe a pipeline dashboard. But modern CRM systems—especially those powered by the Microsoft Power Platform—go far beyond that. In our new YouTube series, Not Your Grandfather’s CRM, we explore how today’s CRM tools can manage entire business workflows. Think beyond sales and…
Unlocking the full potential of your existing customer base can be the key to driving revenue growth. Cross-selling and upselling aren’t just sales tactics, they’re strategic opportunities to deliver added value to customers while increasing deal sizes. With Microsoft Dynamics 365 Sales, businesses gain powerful tools to identify these opportunities and close them faster than ever.…
Business Process Management (BPM) is more than just improving operations—it’s about designing, executing, and continuously enhancing how your organization runs. While BPM provides the strategic roadmap, automation is often the engine that puts those process models into action. But every journey starts with a first step — and to automate BPM processes, that first step…
Lead Importing into Dynamics 365 doesn’t have to be complicated. Whether you’re working with a CSV file of prospects or transitioning data from another system, our latest video walks you through the entire process—step by step. What You’ll Learn in This Video: How to prepare your lead list – Ensure your spreadsheet is correctly formatted…
Power Automate offers powerful capabilities to streamline business processes, but getting the most out of it requires understanding its core functions and best practices. In this blog compilation, we’ve gathered some of the most practical and widely-used techniques—from working with dates and filtering JSON arrays to securing HTTP requests with OAuth. Whether you’re new to…
There’s a good chance your CRM license is either holding your sales team back—or pushing them forward. Do you know what the key challenge is? Figuring out which is which. With Microsoft Dynamics 365 Sales offering three distinct license types—Professional, Enterprise, and Premium—businesses often find themselves in a maze of features, pricing tiers, and fine…
DynamicsCon keeps getting bigger and better. DynamicsCon 2025, taking place from May 13th to May 16th at the Hyatt Regency in Chicago, will be the best yet. This year’s conference features over 350 outstanding educational sessions crafted by our incredible Dynamics Users Community. Don’t miss out on this immersive experience filled with learning, networking, and insights…
Revolutionizing E-Commerce Logistics with Interactive Maps in Canvas Apps: Meet Maplytics The E-commerce industry is all about speed, accuracy, and customer satisfaction. Whether you’re managing hundreds of daily deliveries, coordinating between multiple warehouses, or tracking customer service visits, the key to success lies in intelligent planning and seamless execution. Say hello to Riley, the go-to…
Microsoft has unveiled its latest updates in the Dynamics 365 Release Wave 1, bringing numerous enhancements designed to optimize sales and customer support processes. This blog will explore key improvements and highlight how these new capabilities can elevate your business’s customer interactions and streamline service delivery. Client Sentiment Insights Copilot’s enhanced sentiment analysis feature now…
In today’s rapidly evolving MSP landscape, keeping your pricing accurate and up to date is more than just good practice—it’s essential to staying competitive. Yet many MSPs still rely on outdated, manual methods like spreadsheets to manage pricing updates. This approach leads to delays, costly errors, and inconsistency—ultimately hurting your margins and customer trust. If…