A CRM Service Solution Built for ISO-13485 Compliance? Yes, with Microsoft Power Apps.

Most CRM platforms aren’t designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest episode of Not Your Grandfather’s CRM, we showcase a solution: a purpose-built complaint tracking system developed in Power Apps. This low-code app helps our client...

Automating Data Workflows in Dynamics 365 CRM and ERP

Streamline Business Operations by Automating Data Workflows in Dynamics 365 CRM and ERP Automation isn’t just about saving time—it’s about eliminating repetitive, error-prone data tasks so your team can focus on what matters most. If you’re using Microsoft Dynamics 365 CRM or ERP, automating data workflows can streamline operations, reduce errors, and accelerate your business...

3 Ways to Optimize Your Dynamics 365 Sales Cycle

How Your Dynamics 365 Sales Cycle Impacts Business Performance and Profitability Prolonged sales cycles can lead to increased costs, reduced cash flow, and missed opportunities. On the other hand, a shorter sales cycle enhances efficiency. In addition, it also boosts customer satisfaction and accelerates revenue generation. Therefore, understanding and optimizing the factors that influence the...

Better Customer Service with Dynamics 365 Contact Center Agents

Customer expectations are higher than ever. Businesses need smarter ways to deliver fast and accurate support. But many contact centers still struggle with outdated knowledge bases, siloed insights, and rigid self-service tools that don’t adapt to changing customer needs. Microsoft Dynamics 365 Contact Center is changing all of this. By introducing autonomous AI agents that...

Convert More Leads: Using Microsoft Dynamics and Marketing Automation to Personalize Mid-Funnel Engagement

Once a prospect becomes aware of your brand, their journey doesn’t end—it evolves. The consideration stage is when potential customers actively research your product or service, compare you to competitors, and decide whether you’re worth further exploration. At this point in the journey, personalization isn’t just a “nice-to-have”—it’s critical for building trust and moving leads...

Top 4 Reasons to Integrate QuickBooks Online with Dynamics 365 CRM

You might be running into problems with your sales and accounting data not syncing properly—and it’s causing delays and costly mistakes. You’re definitely not alone. Many businesses face the same frustration when their CRM and accounting systems don’t communicate. If you’re using Microsoft Dynamics 365 CRM and QuickBooks, it can often feel like they’re operating...

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