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 […]
CRM Add-On ISV Products
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 […]
You close out a migration. The duplicate workstream took longer than scoped; it always does, but you got there. Post go-live, the data looks clean. The client signs off. Six […]
Every CE practice has a version of the same story. The proposal goes out. Scope is defined. The data migration is in there: extract, transform, load, validate. Duplicate detection is […]
You're three days from go-live. The migration is done, the data is in, and the client is running final validation. Then someone opens the Accounts list and starts scrolling. Same […]
You imported 40,000 contacts. Your duplicate rules are on. You're looking at 6,000 dupes. You set up duplicate detection rules before the migration. You checked them. They work in the […]
Microsoft Dynamics 365 gives organizations a powerful foundation for managing sales, marketing, customer service, and operations. However, as businesses grow, teams often face practical operational challenges that standard CRM functionality […]
I have published at least eleven apps on Microsoft's partner marketplace in my career. I’ve been at this long enough to remember when it was called Pinpoint. Then AppSource. Now […]
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 […]
You close out a migration. The duplicate workstream took longer than scoped; it always does, but you got there. Post go-live, the data looks clean. The client signs off. Six […]
Every CE practice has a version of the same story. The proposal goes out. Scope is defined. The data migration is in there: extract, transform, load, validate. Duplicate detection is […]
You're three days from go-live. The migration is done, the data is in, and the client is running final validation. Then someone opens the Accounts list and starts scrolling. Same […]
You imported 40,000 contacts. Your duplicate rules are on. You're looking at 6,000 dupes. You set up duplicate detection rules before the migration. You checked them. They work in the […]
Microsoft Dynamics 365 gives organizations a powerful foundation for managing sales, marketing, customer service, and operations. However, as businesses grow, teams often face practical operational challenges that standard CRM functionality […]
I have published at least eleven apps on Microsoft's partner marketplace in my career. I’ve been at this long enough to remember when it was called Pinpoint. Then AppSource. Now […]