If you’re using Dynamics 365 Sales every day, you’ve probably become familiar with entering activities, managing leads, and tracking opportunities. But one of the most underutilized tools in the platform […]
Microsoft Dynamics 365 licensing
As a Dynamics 365 developer, you are always curious about the different license types across the Microsoft ecosystem. If you’ve worked on enough projects, you’ve probably realized licensing can be […]
Updated 4/29/2025 When researching Microsoft CRM cost, most people start with licensing. Still, implementation can have an even bigger impact on your budget and long-term success, especially when you look […]
Competitor records in Dynamics 365 Sales are a powerful yet often underutilized tool that can provide valuable insights into your competition. By tracking competitors within your CRM, your sales team […]
Not every lead that enters your CRM is ready to buy. The awareness stage is when potential customers first interact with your brand, but some leads demonstrate stronger intent than […]
Simple and Automated Commission Tracking Matters for Insurance Brokers and Agencies Commission tracking for insurance brokers and agency owners must be simple, accurate, and flexible enough to handle diverse carrier […]
Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve records […]
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics 365 […]
Is ERP the Right Tool for Subscription Billing? Insights for Microsoft CSP Partners
Subscription Billing with Dynamics Business Applications: A Better Approach for CSP Partners Recently, there’s been a surge in interest around Subscription Billing within Microsoft Dynamics Business Applications, such as Business […]
As a Microsoft Dynamics 365 consultant, every so often you come across a configuration request that appears to be straightforward but ends up taking more time than originally anticipated. This […]
As a Dynamics 365 developer, you are always curious about the different license types across the Microsoft ecosystem. If you’ve worked on enough projects, you’ve probably realized licensing can be […]
Updated 4/29/2025 When researching Microsoft CRM cost, most people start with licensing. Still, implementation can have an even bigger impact on your budget and long-term success, especially when you look […]
Competitor records in Dynamics 365 Sales are a powerful yet often underutilized tool that can provide valuable insights into your competition. By tracking competitors within your CRM, your sales team […]
Not every lead that enters your CRM is ready to buy. The awareness stage is when potential customers first interact with your brand, but some leads demonstrate stronger intent than […]
Simple and Automated Commission Tracking Matters for Insurance Brokers and Agencies Commission tracking for insurance brokers and agency owners must be simple, accurate, and flexible enough to handle diverse carrier […]
Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve records […]
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics 365 […]
Is ERP the Right Tool for Subscription Billing? Insights for Microsoft CSP Partners
Subscription Billing with Dynamics Business Applications: A Better Approach for CSP Partners Recently, there’s been a surge in interest around Subscription Billing within Microsoft Dynamics Business Applications, such as Business […]
As a Microsoft Dynamics 365 consultant, every so often you come across a configuration request that appears to be straightforward but ends up taking more time than originally anticipated. This […]