For many Managed Service Providers (MSPs), Excel has long been the go-to tool for managing sales data, tracking quotes, budgeting, and even reporting. It’s flexible, familiar, and seemingly does the […]
About Microsoft Dynamics CRM
Ever seen a CRM alert pop up while you were in the middle of something important? Maybe you thought: "I’ll get back to this later." …but then later never came? […]
When Protech Automotive Solutions decided to overhaul their operations, it wasn’t just about updating software— it was about rethinking how work gets done at scale. With more than 37,000 service […]
CRM Shouldn’t Suck: Your CRM Shouldn’t Be a Data Hoarder—Here’s How to Keep It Clean (and Actually Useful)
Your CRM isn’t supposed to be a digital junk drawer. So why does it look like one? We’ve all been there: You log into your CRM and instantly regret it. […]
As DynamicsCon 2025 approaches, we are excited to share that Jeff Ney, President of New Dynamic, will be joining Marketing Copilot CEO and Microsoft MVP in AI, Marie Wiese, for […]
Big changes are coming to Microsoft Dynamics 365 CRM! As of October 2025, Microsoft will officially deprecate the Hierarchy Control feature—the tool many CRM users rely on to visualize parent-child […]
In today's hybrid work environment, sales teams are more distributed than ever. Whether they're working from home, on the road, or across multiple time zones, remote sellers need a CRM […]
Think Dataverse Search in Dynamics 365 is just a basic search bar? Think again. Most users aren't getting even half the power out of it — and it’s costing them […]
The future of Microsoft Dynamics 365 and Microsoft Power Platform begins now. During the Microsoft Business Applications Launch Event, they were excited to announce the official start of the 2025 […]
If you're working within Microsoft Dynamics 365 CRM, you know how challenging it can be to manage and monitor data across multiple views, especially when dealing with complex sales pipelines, […]
Ever seen a CRM alert pop up while you were in the middle of something important? Maybe you thought: "I’ll get back to this later." …but then later never came? […]
When Protech Automotive Solutions decided to overhaul their operations, it wasn’t just about updating software— it was about rethinking how work gets done at scale. With more than 37,000 service […]
CRM Shouldn’t Suck: Your CRM Shouldn’t Be a Data Hoarder—Here’s How to Keep It Clean (and Actually Useful)
Your CRM isn’t supposed to be a digital junk drawer. So why does it look like one? We’ve all been there: You log into your CRM and instantly regret it. […]
As DynamicsCon 2025 approaches, we are excited to share that Jeff Ney, President of New Dynamic, will be joining Marketing Copilot CEO and Microsoft MVP in AI, Marie Wiese, for […]
Big changes are coming to Microsoft Dynamics 365 CRM! As of October 2025, Microsoft will officially deprecate the Hierarchy Control feature—the tool many CRM users rely on to visualize parent-child […]
In today's hybrid work environment, sales teams are more distributed than ever. Whether they're working from home, on the road, or across multiple time zones, remote sellers need a CRM […]
Think Dataverse Search in Dynamics 365 is just a basic search bar? Think again. Most users aren't getting even half the power out of it — and it’s costing them […]
The future of Microsoft Dynamics 365 and Microsoft Power Platform begins now. During the Microsoft Business Applications Launch Event, they were excited to announce the official start of the 2025 […]
If you're working within Microsoft Dynamics 365 CRM, you know how challenging it can be to manage and monitor data across multiple views, especially when dealing with complex sales pipelines, […]