Part of The Busy Broker’s Guide to Jobs to Be Done Series: The real jobs employee benefits brokers deal with every day, and how BenefitsBridge gets them done. A good […]
Key Takeaways Having complete CRM data does not guarantee that teams can see where work is progressing or getting stuck. Hidden bottlenecks affect sales cycles, customer service response times, team […]
Dynamics 365 Case Study When organizations connect Microsoft Dynamics 365 with SharePoint, they often assume that their carefully configured CRM permissions will follow their documents. They don’t. This creates a […]
Maybe you received a Dataverse Storage warning and thought, "We'll deal with that later." You're not alone. Most companies don't spend much time thinking about Microsoft Dataverse storage until Microsoft warns […]
Your customers message you on WhatsApp every single day. Now picture those conversations going quiet on September 30, 2028, because the service connecting them to Dynamics 365 no longer exists. […]
Is Convergence 2026 just for Dynamics 365 Finance and Supply Chain Management (F&SCM) users? No. Convergence 2026 is a Microsoft-led conference with content covering Dynamics 365 Finance and Supply Chain […]
KingswaySoft's 2026 Release Wave 3 introduces new data integration capabilities for Microsoft Dynamics 365, expanded SSIS components, 23 additional JDBC drivers, and a new codeless synchronization platform called EasySync. Announced […]
You just did an Email campaign for your biggest launch. Your customer opens their inbox and sees your offer. Then they see it again. Same email, same name, same minute. […]
The Shipley methodology is one of the most respected capture and proposal frameworks in government contracting — and one of the most intimidating. In its full form, it runs to […]
A Sales leader opens a Microsoft Dynamics 365 Customer Engagement (CE/CRM) reporting pipeline before a quarterly review. The forecast looks reasonable until managers question the numbers. Several opportunities have not […]
If your SharePoint libraries are slowing down, permission changes are taking minutes instead of seconds, and you've traced it back to the unique permissions limit, you're not imagining it, and […]
Your biggest field cost is the extra kilometers nobody planned! Every extra kilometer costs fuel, time, and visits you did not make, and across a field team, those costs repeat […]
Every sales and service team on Dynamics 365 takes some version of this call. A customer phones in to reorder, or to ask about a shipment, and identifies themselves with […]
Part of The Busy Broker’s Guide to Jobs to Be Done Series: The real jobs employee benefits brokers deal with every day, and how BenefitsBridge gets them done. A client […]
Employee benefits brokers can use CRM to increase sales by identifying opportunities within existing accounts, improving prospect follow-up, creating consistent onboarding processes, and making referrals easier across the agency. Instead […]
Choosing between Dynamics 365 Customer Insights – Journeys and Mailchimp depends on your marketing requirements, existing technology, budget, and preferred platform. Both offer marketing automation capabilities, audience targeting, personalized communication, […]
A Dynamics 365 map is where customer data becomes a decision. Every account, lead, and work order in your CRM carries an address, yet most teams still read those addresses […]
A sales director asks for an AI agent that can identify stalled opportunities across several business units. It sounds like a reasonable development request. But there is a difference between […]
Think about your team's typical workday. A sales representative spends time reviewing CRM records before a customer meeting. A service agent searches through previous cases for a relevant solution. Meanwhile, […]
Most Dynamics 365 sales teams have an unwritten dollar line. Above it, quotes get a phone call. Below it, they wait. Nobody decided that on purpose. It just happens, because […]
The real jobs employee benefits brokers deal with every day, and how BenefitsBridge gets them done. Employee benefits brokers don't come to work thinking, "Today I need to use my […]
If your CRM feels more like a database than a productivity tool, you're not alone. Many organizations struggle with employees jumping between emails, meetings, Teams chats, and customer records just […]
Dynamics 365 admin tools help CRM administrators, developers, consultants, and power users manage data, troubleshoot issues, and maintain their CRM environments more efficiently. EASI Toolbelt, developed by Team EASI, brings […]
Yes, it can. Imports, integrations, Power Automate flows and AI-driven processes can create or update Dynamics 365 records faster than anyone can review, and AI matching only helps you detect […]
Sales reps copy opportunities. Service teams rebuild cases. Operations teams re-enter orders line by line. Every repeat entry is time not spent on customers. Record cloning in Dynamics 365 fixes […]
AI features are showing up in every business system now, and GovCon365 AwardTrack — a CRM platform built on Microsoft's stack specifically for government contractors — is no exception. Copilot […]
Employee benefits agencies handle countless client interactions between renewals, from coverage questions and carrier follow-ups to plan changes, document requests and service issues. But if that activity is scattered across […]
For companies already using Microsoft Dynamics 365 Business Central, choosing a CRM often comes down to more than comparing features. Dexpro Dynamics is seeing more of our Business Central customers […]
Customer engagement increasingly depends on how well businesses use customer data to guide their next interaction. AI can help marketers plan customer journeys, identify suitable email send times, and reduce […]
Salesforce migration often starts with a simple question. How do we move the records? For enterprise teams considering Microsoft Dynamics 365 Customer Engagement (CE/CRM), another decision comes first. Which records […]
Automated emails, routed cases, and AI-drafted replies have made customer engagement faster than ever. Customers rarely remember speed, though. They remember whether they felt heard, and that gets harder to […]
Every Dynamics 365 organization has a process someone wants to “just automate.” Renewal reminders. Annual contract notices. The once-a-year check-in with every account. The request usually arrives as a short […]
Running Microsoft Dynamics 365 Finance and Operations and CRM as separate systems creates more than extra work. It leads to outdated records, duplicate entries, manual re-entry, and teams working from […]
It’s one of the most common patterns we see. A company spends weeks evaluating CRM systems—comparing pricing, watching demos, debating features, and narrowing down vendors. Eventually, they choose a platform […]
A global institutional asset manager serving insurance companies needed a CRM that could better support its growth, Microsoft 365 environment, marketing requirements, and regulatory obligations. Rising Salesforce licensing and operating […]
A Power BI report can tell you how many duplicate records sit in your Dynamics 365 CE environment. It cannot merge a single one. You probably built the report because […]
Employee benefits agencies can improve CRM adoption by reducing extra data entry, connecting CRM with applications employees already use, and making it easier to capture client activity as part of […]
Discover how Copilot in Dynamics 365 Sales can simplify CRM tasks, help reps analyze sales data, and improve daily workflows. Watch the recorded webinar. Watch the webinar Key Highlights Dynamics […]
A growing healthcare technology company needed a better way to manage leads, opportunities, customer relationships, and sales reporting. Its information was spread across HubSpot, spreadsheets, and other systems, leaving the […]
Building the Foundation for Data, Analytics, and AI As organizations continue exploring AI, we're seeing a common challenge emerge. The question is rarely which AI tool to choose. More often, […]
Dynamics 365 shows you exactly where you are: every lead, case and opportunity, mapped in fine detail. What it doesn’t say is where to turn next. So reps scroll, guess […]
When you need to find something in Dynamics 365 CRM, you want to find it fast. Here, we encounter a double-edged sword: the CRM system, encompassing a multitude of accounts, […]
Most Dynamics 365 teams spend part of every day asking questions the system already knows the answer to. Where are we with this quote? Who has the baton on this […]
Microsoft Dynamics 365 Contact Center often enters the conversation when an organization reaches a renewal, faces rising costs, or wants to reduce the complexity of its current contact center stack. […]
ARNHEM, the Netherlands, Oct. 14, 2026 - Plauti, which builds data quality software for teams running Salesforce and Microsoft Dynamics 365 CE, announced a new company-wide positioning and a redesigned […]
Field sales and service work doesn't usually make for dramatic storytelling. It's appointments, drive time, and paperwork. But now and then, a normal Tuesday turns into something closer to a […]
Every fall, sales teams across manufacturing and distribution get pulled together to plan next year. And in a lot of Dynamics 365 shops, that planning still happens in Excel, not […]
For many organizations using Microsoft Dynamics 365, connecting sales and marketing starts with making sure both teams have access to the same contact information. Leads are captured, records are updated, […]
Have you ever opened a Dynamics 365 account record and wondered, "Do we really need all of this?" A field gets added. Then another. Someone requests a custom form. A […]
You can restore data in Dynamics 365 in two ways: roll the entire environment back to a Microsoft system backup, or restore only the damaged records with a backup solution […]
Employee benefits brokers need a CRM that integrates with Outlook because so much of the client relationship already happens through email. When Outlook and CRM work together, client communications can […]
When you need to extract hundreds of thousands or millions of records from Zoho CRM, standard paged API requests can quickly add up and slow down the process. Zoho CRM's […]
Data protection is no longer optional; it is essential to building trust in every CRM-driven organization. While SharePoint offers powerful collaboration features, its native security model does not automatically replicate […]
A dashboard's job isn't just to display numbers — it's to shape what people do next. GovCon365 AwardTrack, built for government contractors, uses dashboards that serve two purposes at once: […]
Microsoft Fabric is usually described as a unified data platform. It can bring data from CRM, ERP, databases, and other business systems together so organizations can model, analyze, and visualize […]
Organizations that evaluated Sales Agent earlier this year were looking at a fairly contained story. Sellers worked mainly in Outlook and Teams, while Microsoft Sales Agent brought Dynamics 365 Sales […]
Key Takeaways A Mailchimp Dynamics 365 integration helps connect customer, lead, audience, and campaign data across both platforms. It reduces manual exports, spreadsheet-based updates, duplicate records, and disconnected customer information. […]
Quick Answer You can integrate Dynamics 365 with SharePoint using Microsoft’s native server-based integration in under 30 minutes. This integration shifts your storage for Dynamics 365 documents (from apps such […]
The strange thing about automation is that it usually doesn’t break everything all at once. It behaves, at least at first. Reminders go out on time, follow-ups get created without […]
Every October, thousands of Microsoft business applications professionals come together for a week of learning, sharing ideas, and finding practical solutions to real-world challenges. This year, that city is Nashville. […]
Your customers already live on WhatsApp, and your data lives in Dynamics 365. Getting the two connected comes down to one decision in the Meta Cloud API vs Twilio for […]
Important CRM updates can easily be missed when users have to manually check records, views, or dashboards. Automated alerts in Dynamics 365 CRM can notify users when a record changes, […]
Every sustainability report published in 2026 has a section on emissions. Most of them have a section on energy. A growing number have sections on supply chain, packaging, and water […]
If you've decided to fix your SharePoint unique permissions problem by redesigning your library structure instead of manually reorganizing documents, this guide walks through exactly how to configure SharePoint Structure […]
Teams often define Microsoft Dynamics 365 CE/CRM Support around the environment that exists at go-live. They decide who handles user questions, who administers the platform, when a partner gets involved, […]
How Should You Roll Out a CRM to Maximize Sales Team Adoption? The best way to roll out a CRM is to start small, focus on core sales processes, and […]
Somewhere in your Dynamics 365 pipeline right now there is a quote that went out three weeks ago and hasn’t been touched since. Ask the rep why and the honest […]
Back in what she calls her "nerdy ops days" at an agency, Angela Earl was implementing CRMs and configuring Dynamics with marketing automation tools, long before she was leading go-to-market […]
If your organization stores Dynamics 365 documents in SharePoint, you've probably run into this friction: someone uploads a file, then has to jump over to SharePoint just to fill in […]
Key Takeaways Commercial construction projects need connected resource, cost and billing information. Dynamics 365 Project Operations brings project delivery and finance processes closer together. Development services can support construction-specific approvals, […]
For business development teams in government contracting, a meaningful chunk of the day can disappear into checking bid boards. GovCon365 AwardTrack, built specifically for government contractors, is designed to take […]
Upgrading an older on-premises Microsoft Dynamics CRM environment requires careful planning, especially when customizations, integrations, databases, and multiple CRM versions are involved. A reliable upgrade plan should account for backups, […]
Most agent pilots are easy to keep track of because only a few people know what has been built. That changes once Sales, Customer Service, Marketing, and Power Platform teams […]
Every sales rep has felt it, that nagging "feeling" that a lead is about to go cold, or the confidence that this is the deal to chase today. Gut instinct […]
Do you ever wake up in the middle of the night and need to use the bathroom? You get out of bed and start walking toward it without turning on […]
Time and material billing is usually treated like the cleanest part of a service operation. A work order gets completed, the technician logs time and materials, and the invoice reflects […]
Many companies have moved quickly to add AI to their CRM software strategy. Far fewer have changed how sales, marketing, and customer service teams use CRM data to guide everyday […]
Dynamics 365 rarely stays confined to the application it was originally deployed for. Finance teams build Power Apps around ERP processes. Operations automate approvals with Power Automate. Teams connect external […]
Most companies don't wake up one morning and decide to replace their CRM. In fact, many stay with a system long after they've started questioning it. Maybe costs keep […]
For a long time, the question around Dynamics 365 backup was simple: Are we backing up our data? Today, that question is no longer enough. Dynamics 365 environments increasingly sit […]
You kick off a bulk duplicate detection job against your Account or Contact table. You want a real number: how many duplicates are actually sitting in this environment. The job […]
Employee benefits brokers can improve renewal tracking by creating one reliable place to track renewal status, plan information, carrier updates, deadlines, and client details as the work happens. As an […]
oLooking for Microsoft Dynamics partners and ISVs to meet at Community Summit North America 2026? Many CRM Software Blog members are sponsors of this year's Community Summit 2026 event, giving […]
At Endeavor4, we're excited to share that we have been recognized on the Best Microsoft Dynamics 365 CRM Partner List 2026 by CRM Software Blog. This recognition reflects our continued […]
At Apple's September 9 "Surprise and Shine" event, one of the more interesting decisions wasn't what got announced; it was what didn't! There's no standard iPhone 18 this year. Apple […]
Every Dynamics 365 CE partner has a way of dealing with duplicate records. Nobody starts a migration planning to ship duplicates, and yet almost every project ends up with some […]
What if some of your best sales opportunities are slipping through the cracks without anyone realizing it? A prospect submits a form, requests a demo, or responds to a marketing […]
Customer data can be prepared for Microsoft Dataverse by staging it in a Databricks Lakehouse, applying reusable cleansing and validation rules through a SQL view, and then using SSIS to […]
Most organizations implement Dynamics 365 notifications incorrectly, creating either alert silence or notification overload that causes users to ignore everything. Does your team ignore notifications? Are you wondering why your […]
Microsoft Dynamics 365 Activate arrives at a point many enterprise CRM teams recognize. The platform decision is on the table, but the current environment is still difficult to scope. A […]
Email marketing becomes harder to manage when customer information sits in Dynamics 365 CRM while campaign activity happens separately in Mailchimp. The challenge is not only moving data between the […]
Benefits brokers are asking CRM and AI technology to reduce the manual work that still happens around core agency processes, including renewal data entry, commission processing, task management, and emerging […]
A large dairy manufacturer running Microsoft Dynamics 365 Sales Enterprise was burning up to 412 hours of manual work every time it needed to update 550+ product records. The fix […]
GovCon365 AwardTrack is built specifically for government contractors, and government contractors juggle two very different sets of work. On one side is the back office: general ledger, accounts payable and […]
Most CRM problems don’t show up as system failures; they show up as stalled sales performance. On paper, everything looks fine. The system is in place, data is being entered, […]
Microsoft’s out-of-the-box Lead Qualification does one job well: converting a Lead into an Account, Contact, and Opportunity. The trouble is how many businesses don’t structure their pipeline around Opportunities at […]
Managing People and AI Agents Together AI agents are forcing Contact Center leaders to revisit a workforce model built around people. Workforce Engagement Management in Microsoft Dynamics 365 Contact Center […]
A product page can show you the features. Customer reviews show you whether those features actually make fieldwork easier. Key Takeaways Microsoft Marketplace and G2 reviews show how a Dynamics […]
In Episode 7 of our Customer Engagement Reimagined: Practical Innovation for the Modern CRM series, we looked at how organizations are turning customer service from a reactive function into a […]
Marketing automation has always promised to make it easier to deliver the right message to the right person at the right time. As the technology behind that promise becomes more […]
