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 […]
CRM Software Research
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 […]
For many organizations, Microsoft Dynamics 365 Customer Service starts with case management. It provides structure, visibility, and a central place to track customer issues. However, as service operations grow, things […]
In many organizations currently using Salesforce, the friction does not initially feel like a CRM problem. It feels like extra steps throughout the workday. Sales teams collaborate in Teams but […]
If you have worked with Microsoft Dynamics 365 Sales for any amount of time, you already know the story. Your sales team spends most of their day in Outlook and […]
Microsoft has introduced the 2026 Release Wave 1 plans for Dynamics 365 Customer Engagement, with updates rolling out between April and September 2026. As with previous waves, organizations can preview […]
Sales leaders are being asked to increase revenue productivity without adding operational complexity. AI is part of that equation. The real challenge is introducing it in a way that improves […]
An Evaluation of Microsoft Dynamics 365 CE for Organizations Using Salesforce Salesforce is used by organizations as a CRM system to manage customer data, track activity, and support sales, marketing, […]
Key CRM Trends in 2026: From Database to Connected Platform CRM systems are becoming connected platforms that pull data from ERP, marketing, and support systems—and use AI to help teams […]
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 […]
For many organizations, Microsoft Dynamics 365 Customer Service starts with case management. It provides structure, visibility, and a central place to track customer issues. However, as service operations grow, things […]
In many organizations currently using Salesforce, the friction does not initially feel like a CRM problem. It feels like extra steps throughout the workday. Sales teams collaborate in Teams but […]
If you have worked with Microsoft Dynamics 365 Sales for any amount of time, you already know the story. Your sales team spends most of their day in Outlook and […]
Microsoft has introduced the 2026 Release Wave 1 plans for Dynamics 365 Customer Engagement, with updates rolling out between April and September 2026. As with previous waves, organizations can preview […]
Sales leaders are being asked to increase revenue productivity without adding operational complexity. AI is part of that equation. The real challenge is introducing it in a way that improves […]
An Evaluation of Microsoft Dynamics 365 CE for Organizations Using Salesforce Salesforce is used by organizations as a CRM system to manage customer data, track activity, and support sales, marketing, […]
Key CRM Trends in 2026: From Database to Connected Platform CRM systems are becoming connected platforms that pull data from ERP, marketing, and support systems—and use AI to help teams […]