When organizations use both Dynamics 365 and SharePoint, integrating these platforms can significantly boost productivity and streamline processes. However, one common challenge arises: maintaining consistent security settings across both systems. Managing permissions manually can be time-consuming, error-prone, and create vulnerabilities. This leads many to ask: Is there a way to seamlessly mirror security settings from Dynamics…
We are thrilled to announce that Sträva Technology Group has been named ClickDimensions Global Partner of the Year! This prestigious award was given as part of ClickDimensions’ annual Partner Awards, recognizing Sträva’s outstanding efforts in expanding ClickDimensions’ global presence. In 2024, Sträva brought in the highest number of new logos, tying for the top spot…
Microsoft gave us the first look at the Wave 1 Release for 2025 last week and as expected it has a lot to do with Copilot. New features point the way towards realizing a lot of Microsoft’s automation vision for the Dynamics platform utilizing Copilot. Microsoft Dynamics 365 Sales At New Dynamic, this is one…
Anna, a marketing coordinator at a mid-sized company, had a lot on her plate—managing customer information, campaign updates, and communication between departments every day. Like many businesses, her company used Dynamics 365 CRM to handle customer interactions. But there was one constant issue: sharing detailed reports with the sales team. Here’s the catch—Dynamics 365 CRM…
An AI Generated Summary Podcast (5min) of our Purely CRM Newsletter on AI for Dynamics 365 USA and Canada. Listen to the 5:28s podcast on YouTube. Well worth listening, and well worth sharing. Learn more about our Purely CRM team and Microsoft Copilot AI https://www.purelycrm.com/copilot/ Also see Microsoft Dynamics 365, Power Platform, and Microsoft Copilot…
In today’s dynamic, mobile-first world, businesses are increasingly leveraging location intelligence to optimize operations, improve efficiency, and elevate customer experiences. One of the standout features of Maplytics is its Geofencing feature—a transformative solution for organizations with field operations. By seamlessly integrating with Dynamics 365 maps integration, Power Apps, and Dataverse, Geofencing empowers businesses to manage…
At CRM Software Blog, we’re passionate about helping professionals stay informed, inspired, and ahead of the curve in the fast-evolving world of customer relationship management. That’s why we’re proud to announce our new monthly newsletter on LinkedIn: Trending CRM Topics. It’s a one-stop source for the monthly top-performing CRM insights and thought leadership articles from…
…and which is best for your business? Welcome to CRM 101, your introductory course to customer relationship management software and its many features, benefits, best practices, and pitfalls. In this episode, we’re going to take a quick look at the differences between two extremely popular types of business software: CRM and ERP. Both CRM and…
Many teams find themselves bogged down by compliance tasks – a necessary evil that often feels like a thankless drain on resources and morale. This work, frequently involving meticulous documentation, verification, and adherence to ever-changing regulations, offers little in the way of creative fulfillment or strategic impact. It’s the kind of work that, as many…
If you haven’t already, you will likely soon see firsthand how Artificial Intelligence (AI) is revolutionizing the way businesses operate. Leading the pack is Microsoft Copilot. With great success, some studies show 70% of Copilot users claim they are more productive, and 68% claim that AI has improved the quality of their work. With stats…