If you’ve ever found yourself frustrated with a sluggish CRM or drowning in endless attachments, notes, and emails, you’re not the only one. As of 2025, 94% of tech companies rely on CRM platforms, but with great data comes great (storage) responsibility. You might have tried deleting old attachments to free up space, only to…
Healthcare organizations face significant challenges, including rising operational costs, data security threats, and the need for improved patient engagement. Dynamics 365 for Healthcare addresses these issues by streamlining processes, enhancing data security, and fostering better patient relationships, thereby improving overall efficiency and care quality. Major Obstacles in the Healthcare Industry Office Efficiency Centralized Data Management:…
The world of geo-mapping is pushing boundaries and redefining location intelligence like never before. And guess what? Maplytics—the certified, 5-star geo-analytical mapping app for Microsoft Dynamics 365 CRM/Dataverse (Power Apps)—is keeping up with the momentum! Now, it’s not just available in the traditional CRM interface but also in the Canvas App. Yes, you heard that…
For years, our Purely CRM team relied on Balsamiq as our go-to tool for creating low-fidelity wireframes (mock-ups). It allowed us to quickly and effectively present screen designs to clients while implementing customized Dynamics 365 CRM and Power Platform solutions. However, we recently started promoting the use of Microsoft PowerPoint for wireframing and mock-up creation…
When businesses undergo acquisitions, their IT departments often face significant challenges, particularly in transitioning business applications to a new infrastructure. In many cases, they must complete the migration under tight deadlines to avoid ongoing expenses associated with the existing IT environment. Our case history highlights how one company enhanced Sales and Customer Service with Microsoft…
Manually entering addresses in Dynamics 365 Sales can be tedious and prone to errors. Address Suggestions and Bing Maps integration provide a faster, more accurate way to manage customer addresses, ensuring data consistency and reducing manual entry time. Enabling these features helps sales and service teams avoid incorrect addresses, saving time and improving overall CRM…
As we evolve with the world of geospatial technology, we’re excited to welcome Azure Maps as the next step in our mapping journey, bringing advanced capabilities and seamless integration! It helps developers add location-based features like maps, geocoding, routing, traffic updates, and weather data to web and mobile apps. Businesses can use it for asset…
Sales can be a tough job. Keeping track of leads, talking to customers, and closing deals takes a lot of work. But with Microsoft Dynamics 365 Sales, sales teams can work smarter, not harder. This tool helps salespeople stay organized, follow up with leads, and close deals faster. Let’s walk through a day in the…
You’ve probably heard it more than a hundred or even a thousand times: “Customize Microsoft Dynamics 365 CRM to suit your business needs—as one size doesn’t fit all.” And there is absolutely no doubt that customization has to unlock the full potential of your CRM, ensuring it supports your organization’s operations, workflows, and growth plans.…
Exciting news! We’re thrilled to introduce the two lucky winners of our DynamicsCon 2025 Full Access Pass Giveaway, who will be joining the community for this incredible event with a free pass from Dynamics User Group and $250 in travel “fun money” from ERP/CRM Software Blog. Congratulations: Travis South, Marketing Specialist, New Dynamic LLC –…