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 […]
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The 5,000-record limit your Dynamics 365 duplicate detection job hits
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 […]

Apple Skipped the iPhone 18 This Year. Your CRM Should Skip the Duplicates Similarly!
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 […]

Five Ways CE Partners Handle Duplicates Today, Ranked by What They Actually Cost You
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 […]

How to Fix Your Dynamics 365 CRM Email Alerts and Notifications Strategy
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: What Enterprise CRM Teams Should Evaluate Before Migration
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 […]

When Mailchimp Data Becomes More Useful Inside Dynamics 365 CRM
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 […]

How a Dairy Manufacturer Simplified Product Versioning in Dynamics 365 CRM
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 […]

One Platform, Two Jobs: How GovCon365 AwardTrack Connects ERP and CRM for Government Contractors
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 […]

Workforce Engagement Management in Microsoft Dynamics 365 Contact Center
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 […]

The 5,000-record limit your Dynamics 365 duplicate detection job hits
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 […]

Apple Skipped the iPhone 18 This Year. Your CRM Should Skip the Duplicates Similarly!

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 […]

Five Ways CE Partners Handle Duplicates Today, Ranked by What They Actually Cost You
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 […]

How to Fix Your Dynamics 365 CRM Email Alerts and Notifications Strategy

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: What Enterprise CRM Teams Should Evaluate Before Migration

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 […]

When Mailchimp Data Becomes More Useful Inside Dynamics 365 CRM

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 […]

How a Dairy Manufacturer Simplified Product Versioning in Dynamics 365 CRM

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 […]

One Platform, Two Jobs: How GovCon365 AwardTrack Connects ERP and CRM for Government Contractors

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 […]

Workforce Engagement Management in Microsoft Dynamics 365 Contact Center

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 […]
