Key Takeaways Commercial construction projects need connected resource, cost and billing information. Dynamics 365 Project Operations brings project delivery and finance processes closer together. Development services can support construction-specific approvals, […]
Dynamics CRM for Project Management
Summary: Most AI failures in Dynamics 365 stem from data issues, not technology issues. Duplicate records, disconnected systems, inconsistent formats, stale information, and missing fields all produce unreliable outputs from […]
Supercharge Your Business Process Flows with Microsoft Power Platform When your organization has processes that move through multiple departments—sales, service, production, accounting—smooth handoffs are critical. In Microsoft Dynamics 365 and […]
Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved. In our latest episode of Not Your Grandfather’s CRM, […]
Most CRM implementations avoid invoices entirely. After all, that’s the job of your ERP or accounting system, right? Yes—but visibility matters. In Episode 8 of Not Your Grandfather’s CRM, we […]
Customer data accuracy is no longer a “nice to have.” It’s business-critical—especially when your CRM is tightly connected to your ERP and marketing platforms. In Episode 7 of Not Your […]
The old way of introducing a new product? Emails, spreadsheets, and lots of waiting. In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move […]
CRM isn't just for tracking customers anymore — it's for running your business. In the latest episode of our YouTube series Not Your Grandfather’s CRM, we demonstrate how Microsoft Power […]
Most CRM platforms aren't designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest […]
What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not […]
Summary: Most AI failures in Dynamics 365 stem from data issues, not technology issues. Duplicate records, disconnected systems, inconsistent formats, stale information, and missing fields all produce unreliable outputs from […]
Supercharge Your Business Process Flows with Microsoft Power Platform When your organization has processes that move through multiple departments—sales, service, production, accounting—smooth handoffs are critical. In Microsoft Dynamics 365 and […]
Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved. In our latest episode of Not Your Grandfather’s CRM, […]
Most CRM implementations avoid invoices entirely. After all, that’s the job of your ERP or accounting system, right? Yes—but visibility matters. In Episode 8 of Not Your Grandfather’s CRM, we […]
Customer data accuracy is no longer a “nice to have.” It’s business-critical—especially when your CRM is tightly connected to your ERP and marketing platforms. In Episode 7 of Not Your […]
The old way of introducing a new product? Emails, spreadsheets, and lots of waiting. In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move […]
CRM isn't just for tracking customers anymore — it's for running your business. In the latest episode of our YouTube series Not Your Grandfather’s CRM, we demonstrate how Microsoft Power […]
Most CRM platforms aren't designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest […]
What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not […]