Why You Need a CRM Champion
Ready For CRM? Start Here! 6 big benefits to tapping a CRM champion CRM offers tremendous opportunities for businesses to build better relationships with their prospects and …
Month: February 2025
Streamlining Data Access: By Managing Public Views with Security Roles in Dynamics 365 CRM
For instance, there is an IT company where different teams like sales, marketing, and product management work with distinct sets of data in Dynamics 365 CRM. However, the default …
Microsoft Teams and Dynamics 365 CE: Keep the Conversation Going
As a business owner, manager, or finance professional, you know that communication is essential for your team to reach their goals. But sometimes, it feels like you’re juggling too …
Acumatica Professional Services Edition: The Smarter Way to Manage Projects and Profitability
Professional services firms don’t sell products. They sell expertise, time, and results. But too often, they’re stuck using ERP systems designed for product-based businesses, forcing them to rely on …
How to – Configure Copilot Row Summary for tables main form – Dataverse / Dynamics 365
We all know how frustrating it can be to dig through records just to find key details. With AI-generated record summaries, users can instantly access important information—saving time, reducing …
{Do you know} Boost participation simplify planning with session based registrations in dynamics 365 customer insights
Hello Everyone, Today I am going to share my thoughts on boosting participation simplify planning with session based registrations in dynamics 365 customer insights. Let’s get’s started. The boost …
Best Practices for Lead Assignment in CRM
Effective lead assignment is a crucial aspect of customer relationship management (CRM). Properly assigning leads ensures that sales teams can engage potential customers efficiently, leading to higher conversion rates …
How Dynamics 365 for Sales Solves Key SMB Challenges
Understanding the Pain Points of SMBs Small and mid-sized businesses (SMBs) face unique challenges in managing customer relationships, streamlining sales processes, and scaling operations efficiently. Limited resources, disconnected systems, …
Happy Valley Discovers True Cost of Growing and Selling After Deploying Acumatica Manufacturing
OVERVIEW Happy Valley, a vertically integrated cannabis startup in Massachusetts, began operating with QuickBooks but quickly outgrew the basic financial package. Happy Valley deployed Acumatica Manufacturing Edition with help …
The Power of AI in Knowledge Retrieval: Copilot Agents’ Role in CRM & SharePoint
Imagine this—you’re juggling multiple tasks, a client is waiting for an urgent information update, and you find yourself digging through endless files across different systems. Frustrating, right? You’re not …