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Rapidi's Logo 5 Data Problems for AI in Dynamics 365 CRM (and How to Fix Them)

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 […]

Rand Group's Logo Dynamics Futures 2025: Master AI-Powered Selling and Customer Service with Microsoft Dynamics 365 CRM

The future of customer relationships is intelligent, connected, and AI-driven — and Microsoft Dynamics 365 is at the forefront of that evolution. On November 13, 2025 from 1:00 - 4:45 […]

Inogic's Logo Reimagining Customer Service with Dynamics 365 and Power Platform

In a world where customer expectations evolve rapidly, delivering consistent, personalized, and efficient service is no longer optional; it’s a competitive necessity. At Inogic, we believe that customer relationships should […]

P2 Automation's Logo Supercharge Your Business Process Flows with Microsoft Power Platform

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 […]

P2 Automation's Logo Custom CRM Order Management: Semi-Automation Done Right

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, […]

P2 Automation's Logo The Case for Syncing Invoice Data to CRM: Visibility Without Complexity

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 […]

JourneyTeam's Logo From Fragmented to Future-Ready: How Smarter Furnishings Transformed Operations with Dynamics 365

When a fast-growing company like Smarter Furnishings hits the limits of its legacy systems, the cracks become impossible to ignore—disconnected tools, stalled pipelines, and growing complexity across departments. For over […]

P2 Automation's Logo Managing Change Requests with Power Apps and a Master Data Workflow

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 […]

P2 Automation's Logo Automating Multi-Person Approval Processes with Power Apps: A Real-World Example

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 […]

P2 Automation's Logo Modern CRM in Action: Automating Fulfillment Requests with Power Platform

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 […]