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Plauti's Logo A Power BI dashboard can show you duplicate records in Dynamics 365 CE. It can't fix them.

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 […]

ForgeXRM's Logo 5 Ways to Improve CRM Adoption in an Employee Benefits Agency

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 […]

Endeavor4 CRM's Logo Building the Foundation for Data, Analytics, and AI

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, […]

Inogic's Logo Call, Email or Wait? Next Best Action Decides in Dynamics 365

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 […]

Syvantis Technologies, Inc.'s Logo So many ways to search records in Dynamics 365 CRM! When do you use each one?

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, […]

New Dynamic, LLC's Logo Dynamics 365 Contact Center: Three Ways to Reduce Replatforming Risk Before Implementation

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. […]

Plauti's Logo Plauti Unifies Its Data Quality Tools Into One Platform to Help CRM Teams Get Their Data Ready for AI

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 […]

Inogic's Logo The Field Stories Where Maps in Dynamics 365 Became the Hero

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 […]

emfluence Marketing Platform's Logo Beyond Lead Handoffs: Connecting Sales Activity to Marketing Automation in Dynamics 365

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, […]

enCloud9's Logo Dynamics 365 Customization Guide: What’s Worth It and What We Usually Advise Against

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 […]