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 […]
CRM Add-On ISV Products
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Why Dynamics 365 teams need a control layer — and most don't have one. There's a conversation that happens in almost every Dynamics 365 environment I've walked into over the […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Why Dynamics 365 teams need a control layer — and most don't have one. There's a conversation that happens in almost every Dynamics 365 environment I've walked into over the […]