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 […]
The phrase "garbage in, garbage out" has been around for decades, but it remains one of the simplest ways to explain why some Dynamics 365 environments deliver value while others […]
Most CRM complaints are time complaints. AI can give some of that time back, once you know which part of it reads your data and which part changes it. Your […]
A customer starts with a website chat, moves to WhatsApp, receives an SMS reminder, and later contacts support again. For the customer its one conversation with one business. For the […]
For years, Dynamics 365 and Power Platform customers have planned around a familiar rhythm: wait for the next release wave, review upcoming features, assess their impact, and prepare the business […]
If someone asked you right now how many duplicate records are sitting in your Dynamics 365 CE environment, could you answer with a number? Not a guess. Not "probably not […]
A lot of CRM inefficiency doesn’t come from missing functionality - it comes from small, constant workarounds that never got fixed. Two of the most common: building a one-off list […]
Quick Answer: Kanban Board helps turn Dynamics 365 CRM data into a more actionable workflow by letting users see records in context, move them through process stages, and take related […]
Copilot Studio agents in Dynamics 365 Customer Service have shifted fast. Twelve months ago, most organizations were still evaluating whether agentic AI was real. Today, those organizations are asking a […]
The average field rep drives up to 35,000 miles a year. A significant portion is avoidable. For companies with field teams, transportation is often the largest and most overlooked contributor […]
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 […]
Many buyers conducting an AI consulting firm comparison spend weeks reviewing methodology slides, logo walls, and capability decks. Those things feel thorough. They're not. None of them reliably predict whether […]
A demo isn’t where a CRM proves itself. That happens later, once your producers, account managers, and service team are living in it every day, through renewals, commissions, client changes, […]
Your New CRM Will Not Fix Your Old Data Problems Without A Plan A new Microsoft Dynamics 365 CRM can improve workflows, automate follow-ups, and give your teams a clearer view of […]
The Sales Qualification Agent is an AI agent built into Dynamics 365 Sales that automatically researches, scores, and reaches out to new leads before a sales rep ever touches them. […]
Government contractors operate under a unique set of pressures. Winning new business means navigating bid boards, compliance requirements, and a formal capture process — all while the back office has […]
Ask most Dynamics 365 users where a specific customer interaction lives, and the honest answer is “it depends.” A marketing email lives in the campaign module. A service call lives […]
Benefits brokers evaluating CRM and agency management software need to know more than what features appear on a product checklist. They need to understand how the system will handle real […]
Many manufacturers using Microsoft Dynamics GP know that a move to Dynamics 365 Business Central may be in their future. The challenge is deciding when to migrate. For CEIA-USA, the […]
Imagine this: you’ve just closed a deal, created the perfect Dynamics 365 CRM record, and now you need to create another one with almost the same structure. The data is […]
AI Agent ROI in Microsoft Dynamics 365 Sales and Service usually becomes a serious question when someone asks what changed after the agent arrived. That question can surface during evaluation, […]
For over a year, the IT Manager at a distributor and manufacturer of orthopedic bracing products couldn't do his actual job. He was too busy putting out unnecessary fires with […]
Turning on Copilot is a technical step. Knowing what to do with it is a business decision. For organizations running Dynamics 365, AI readiness cannot be measured by whether a […]
Originally written in 2018 and updated in 2026, reflecting new information. This blog highlights why many companies choose Dynamics 365 over Salesforce in their CRM selection. Many reasons still hold […]
Key Takeaways CRM records become more valuable when the relationships between them are easy to understand. A Dynamics CRM relationship view helps teams move beyond isolated grids and records. Relationship […]
Sales can be nuanced, yet the speed required to be successful in the industry doesn’t always allow for it. And selling is just one part of a sales rep’s already […]
A customer discovers your product, asks a question, requests a quote, makes a purchase, and later needs support. Increasingly, those interactions happen on WhatsApp. More than 2 billion people use […]
Most CRM adoption problems don’t come from bad data or bad design - they come from information sitting one login away from the person who needs it. A view gets […]
Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]
Who should be able to see a customer record? Who can edit it? And what happens when that customer’s documents are stored in SharePoint? As your Dynamics 365 environment grows, […]
New Dynamic, LLC is honored to once again be recognized as a 2026 Best Places To Work honoree. The annual Kansas City Business Journal Best Places To Work program recognizes […]
Spreadsheets, every department has them, everybody uses them. They are useful for storing the office phone directory, client lists, quarterly reports, and, if you are like me, the household budget. […]
You built the flow. It worked. Then it didn't. The setup made sense at the time. Native duplicate detection wasn't catching records coming in through the integration, so you built […]
You pull up your Dynamics 365 sales pipeline ahead of a sales meeting. Everything looks solid. Deals are spread across stages. There’s a good amount sitting in “Proposal.” A handful […]
Imagine a sales representative has 15 minutes before an important customer call. The opportunity contains dozens of activities, recent emails, open tasks, and several changes since the last conversation. Instead […]
In episode 6 of Customer Engagement Reimagined: Practical Innovation for the Modern CRM, we looked at how revenue teams are building smarter pipelines and sharper forecasts. This month, the focus […]
Recognized for Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses Overland Park, KS. August 11, 2026 – New Dynamic, LLC today announced it has been […]
Australia is the sixth largest country in the world by land area. It covers nearly 7.7 million square kilometres. Its population of 26 million people is concentrated in a thin […]
Every Dynamics 365 license comes with the same silent assumption: that your team will figure out training, that someone will notice if a workflow breaks, that reports will be easy […]
Sales reps should spend their time building relationships and advancing opportunities, not losing hours to CRM administration. Copilot inside Dynamics 365 Sales is designed to help with some of that […]
Businesses communicate with customers through multiple channels, WhatsApp, SMS, email, websites, social media, and live chat. But simply being available on multiple channels does not guarantee a connected customer experience. […]
Microsoft Dataverse and Dynamics 365 audit logs give organizations a detailed history of user activity and data changes, but retrieving large volumes of audit data can be slow and API […]
Short answer: Don't import a list of emails into Dynamics 365 as contacts or leads. Create a separate, email-enabled table in Dynamics 365 just for the list. This keeps the addresses fully isolated from […]
Most marketing programs become more complicated as they grow. What starts as a relatively straightforward database of prospects and customers can eventually include multiple product lines, geographic regions, business units, […]
Microsoft's recent changes to Copilot signal an important shift in how enterprise AI should be evaluated. Rather than measuring success by how widely AI is deployed, Microsoft is emphasizing whether […]
TL;DR TMC Global launched in July 2026 as the parent organization for three of the most established Microsoft practices in the channel: Technology Management Concepts (38+ years of CRM and […]
A team asks for an AI agent to prepare account briefings. Another wants an agent to qualify leads. A third needs to automate an approval process that reaches outside Microsoft […]
Your Microsoft Dynamics 365 system is live. The implementation is complete. On paper, everything looks successful. And yet—six months later—something feels off. User adoption is uneven. Data quality is slipping. […]
During Dynamics 365 implementations, one recurring challenge is not creating alerts, but making sure users actually notice and act on them. A sales representative can miss a new lead, a […]
"The aim of marketing is to know and understand the customer so well the product or service fits them and sells itself." Most Dynamics 365 users don't lose deals over […]
Learn what project management tools implementation involves, how Dynamics 365 Project Operations connects sales, resourcing, delivery, and finance, and why it beats disconnected tools. Introduction Most project-based businesses don't fail […]
Why Do Most CRM Implementations Fail? CRM implementations don’t typically fail because of the technology. Usually, failure results from a lack of adoption and effective change management processes. At the […]
CRM fragmentation rarely shows up first as a failed system. More often, someone exports the pipeline to Excel before a forecast call, copies a service update into Teams, or rebuilds […]
Customer Experience is No Longer Reactive For most organizations, customer churn doesn't actually begin with a cancellation notice. It starts much earlier, often as a series of small, disconnected signals […]
Right now, at this exact moment, your sales team is trying to close deals on incomplete customer information. They don't know it. But deals are being lost because of it. […]
If your day-to-day involves Microsoft Dynamics 365, Business Central, CRM, or Power Platform, here's something worth your attention. We're giving away one All-Access Pass to Community Summit 2026, worth $2,399, to one lucky reader. […]
For years, many organizations have delayed moving from Dynamics CRM or Dynamics 365 Customer Engagement On-Premises to the cloud. The system still works. Users know it. The integrations seem stable. So […]
AI can improve product development by helping teams identify issues earlier, evaluate products from new perspectives, prototype ideas faster, and explore more possibilities before committing development resources. At ForgeXRM, we […]
