Benefits brokers are asking CRM and AI technology to reduce the manual work that still happens around core agency processes, including renewal data entry, commission processing, task management, and emerging […]
TL;DR Microsoft’s latest Power Platform updates are reshaping what it means to work inside a CRM. Dynamics 365 Sales, Service, and Marketing are gaining intelligent, AI-driven capabilities that make daily […]
Introduction What if your teams could spend less time managing data and more time building relationships? Are you truly empowering your employees to drive client success, or are they getting […]
CRM Developers Guide: Partnership over Automation, how rethinking AI in Dynamics 365 CRM development will yield better results As AI continues to evolve within the CRM landscape, developers working with […]
Artificial intelligence is everywhere right now. Many organizations are experimenting with tools like ChatGPT, Microsoft Copilot, and the built-in AI features in Dynamics 365. While businesses are excited about AI, […]
We are witnessing a pivotal moment where the AI conversation has fundamentally shifted from simple automation to true autonomy. We’ve entered the new era of Agentic AI—intelligent systems that can […]
Understanding your business data should be an ongoing journey that is part of your daily decision-making process. With Visualize with Copilot, Microsoft has made it quicker to reveal insights through […]
The 2025 Release Wave 2 introduces powerful updates to Dynamics 365 Customer Service, with a clear focus on transforming support operations through AI-driven assistance and intelligent case management. This release is about more than […]
AI tools like Microsoft Copilot are showing up more in the workplace. If you are in Sales, Marketing, or Customer service, you have probably heard that Copilot is built into […]
Learn about Agentic AI and how it can work for your business by joining this free webinar. Agentic AI 101: Making AI Practical for Your Business Tuesday, September 9, 2025 […]
