The tide is turning in healthcare. Gone are the days of passive patients and impersonal interactions. Today’s healthcare landscape demands a patient-centric revolution where empowerment, convenience, and personalized care reign supreme. At the forefront of this revolution stands Dynamics 365 Customer Portal, a transformative tool poised to rewrite the rules of patient engagement and operational...

Microsoft Dynamics 365 CRM offers in-app notifications for quick updates like new record creation, a more robust alert management solution becomes indispensable for establishing an effective sales communication system that covers a variety of sales events. If you’re searching for a better way, imagine a notification system that delivers crucial updates precisely when you need...

 In many diverse industries, an intriguing trend is the subscription business model. Like Netflix and Amazon, many companies now look to subscription buying to attract customers,  personalize product delivery, and ensure recurring revenue. However, as the subscription business model becomes more widespread, companies realize the increased complexity of their accounting and financial reporting. Work 365...

Which Microsoft Dynamics Partners deserve the award for Top Blogger and Top Member on CRM Software Blog in 2023? We love to give credit where credit is due. We are proud to give recognition to the VAR and ISV Partners that are our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud...

As we clink glasses and exchange cheers to the new beginnings of 2024, Team Maplytics extends its heartfelt wishes to the amazing customers, wonderful partners, and a family-like community. 2023 was a memorable joyride because of your presence. Reflecting on the year that was, we are immensely grateful for your unwavering support in our lows and highs....

What We Learned in 2023   Author:  Chuck Ingram 2023 was definitely a year of challenges and learning. We thought winter was coming… and it certainly has. We have learned a lot of important things that will keep fueling us after winter is over. But one thing that stands out is the way to protect your...

    Copilot in Power Automate is a new AI based assistant that can help you build, update, and run your automations. It might still be in preview, but it has the potential to upgrade the way we use Power Automate. Some of the benefits so far are being able to accelerate your Power Automate...

As we wrap up another year, we would like to acknowledge the contributions of our members. We appreciate all 444 informative articles written by our Microsoft Dynamics 365 experts, but some particularly stand out. What were the hot topics for our CRM Software Blog readers in 2023? We saw articles about how-tos, comparisons, and the...

Different ways to work with emails in the Sales Copilot Outlook App. https://www.crmsoftwareblog.com/wp-content/uploads/Tracking-Emails-and-More.mp4 Transcript This is Steve Pestillo from P2 Automation. Here in this video, I’m going to show you some things we can do with the email itself in the Sales Copilot app for Outlook. Here’s an actual email I received from one of...

Implementing a CRM solution and the necessary add-ons marks a pivotal moment for any business, offering a chance to streamline processes and adapt to ever-changing market dynamics. Choosing the right CRM supplier or partner should go beyond technology evaluation; it’s about finding a company that aligns with your business needs, has a relevant market presence,...