Top 10 CRM Software Blog Posts of 2025

2025 has come to a close, and we’ve seen amazing advances in Dynamics 365 Sales, Copilot, and much more. Our blog members have been on top of it, sharing insights and wisdom to help you get more from your CRM investment.

Some of the central themes this year centered around using Copilot in a CRM context, AI Agents, Automation, as well as a few technical deep-dives for CRM administrators. 

Let’s take a look at the 10 most popular posts on the CRM Software Blog in 2025. These are the articles that were most popular based on the highest quality scores. Quality score is more than just the amount of traffic; it considers reader engagement, writing style, and more.

Top 10 CRM Software Blog Posts Based on Quality Scores

1) Unlock Your Sales Potential with Microsoft Copilot

by Stoneridge Software
Microsoft Copilot for Sales helps sellers cut down on manual CRM work by automating data entry, summarizing interactions, and surfacing actionable insights directly in Dynamics 365. See how AI-assisted emails, meeting recaps, and lead prioritization help sales teams stay focused on closing deals instead of updating records. Read the full article

2) Integrating Copilot and AI Agents in Microsoft Dynamics 365

by CongruentX
Explore how combining Copilot with AI Agents in Dynamics 365 moves organizations from AI assistance to true task automation. Copilot supports users with insights and natural language prompts, while AI Agents can execute workflows independently across sales, service, and finance. Readers gain practical guidance on scaling productivity with intelligent automation. Read the full article

3) Introducing Hierarchy View: The Best Alternative to Deprecating Hierarchy Control in Dynamics 365

by Inogic
As Microsoft phases out the legacy Hierarchy Control, this article introduces Hierarchy View as a modern way to visualize parent-child relationships in Dynamics 365. It shows how users can explore connected records, take action, and manage relationships more efficiently using a clear, interactive tree view. It also gives valuable tips to help teams prepare for the transition without losing visibility. Read the full article

4) Understanding Solution Versioning in Dynamics 365: Managing Patches and Build Cycles

by Purely CRM
This guide breaks down how solution versioning works in Dynamics 365, including patches, upgrades, and build cycles. It explains how proper version control reduces deployment risks, prevents conflicts, and keeps environments aligned. The article is especially useful for admins managing frequent releases or complex customizations. Read the full article

5) [How to] Turn off Copilot Form Fill assistance in Dynamics 365

by enCloud9 LLC
For organizations that prefer manual data entry, this article explains how to disable Copilot’s form fill assistance in Dynamics 365. It walks through the required admin settings in the Power Platform to turn off AI-generated suggestions. The guidance helps teams fine-tune Copilot features to better match user preferences. Read the full article

6) What’s New in Microsoft Marketing?

by Logan Consulting
Explore the latest updates in Microsoft Dynamics 365 Marketing, including new features designed to improve campaign automation, customer journey orchestration, and analytics. You’ll also see expanded AI capabilities, deeper integrations with Dataverse and Teams, and tools that help marketers personalize engagement more effectively. Read the full article

7) Microsoft Dynamics 365 Customer Service: Benefits Guide

by ForgeXRM
You’ll learn about key capabilities of Microsoft Dynamics 365 Customer Service and how the platform helps teams deliver faster, more personalized support. It explains features like unified case management, omnichannel engagement, and built-in analytics that give agents context and improve resolution times. Read the full article

8) How to Use Email Templates in Microsoft Dynamics 365 Quick Campaigns

by P2 Automation
In this how-to guide, you learn how to set up and use email templates within Microsoft Dynamics 365 Quick Campaigns to save time and ensure consistent messaging. It walks you through the steps for creating templates, selecting recipients, and launching campaigns without manually drafting each time. Read the full article

9) Busting 5 Myths About Copilot in Microsoft Dynamics 365

by New Dynamic, LLC
This article debunks five common myths about Copilot in Microsoft Dynamics 365, clearing up misconceptions about what AI can and can’t do. It tackles concerns around accuracy, control, automation limits, security, and where Copilot fits in real workflows. It separates hype from reality so you can adopt AI tools with clearer expectations. Read the full article

10) Streamlining Distribution with Dynamics 365 Sales Automation

by Western Computer
Learn how intelligent automation in Dynamics 365 Sales reduces manual work and helps sales teams spend more time engaging customers. The article explains the balance between automated tasks like syncing emails, scheduling follow-ups, and providing insights, and maintaining authentic human interactions that drive real revenue. Read the full article

We congratulate 2025’s top authors. Looking forward to new tips, tricks, and new tips for using AI in workflows coming from our members in 2026! 

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By CRM Software Blog Writer | crmsoftwareblog.com

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