Category: Microsoft Dynamics 365 News and Tips

Our Purely CRM team of Microsoft Dynamics 365 and Power Platform developers within Endeavour Solutions is pleased to announce that we are expanding our offices to include San Antonio, Texas, USA, following a recent M&A. Endeavour Solutions Inc. announced on March 28, 2025 that it acquired fellow Microsoft partner Express Information Systems (Express Info) of...

Companies on the Inc. Regionals: Midwest list had a median growth rate of 86 percent. April 1, 2025 – Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today revealed that New Dynamic, LLC is No. 88 on its fifth annual Inc. Regionals: Midwest list, the most prestigious...

Businesses use Dynamics 365 as their CRM, but manually duplicating records can be time-consuming and prone to mistakes. Sales teams often spend hours copying details for repeat orders, updating pricing templates, or entering customer information—tasks that take time away from actually closing deals. While Power Automate can help to clone records in Dynamics 356 CRM,...

The evolution of Microsoft Dynamics CRM to Dynamics 365 Customer Engagement has empowered organizations with greater flexibility, scalability, and automation. With the addition of the Power Platform, businesses can now extend, customize, and automate Dynamics 365 tools to enhance operations. Let’s take a quick look at this evolution from CRM to Dynamics 365 Customer Engagement,...

It’s unbelievable to think that many businesses still rely on outdated contact center systems and manual processes for customer support – creating bottlenecks, delays, and lacks personalized experiences. However, Microsoft Dynamics 365 Contact Center can change all of that. With AI-powered automation, intelligent CRM insights, and omnichannel capabilities, it helps support teams deliver faster and...

Alongside its native offerings, Microsoft Dynamics 365 also benefits greatly from a range of third-party apps. Specifically considering Microsoft Dynamics 365 apps for document management, you can see they significantly enhance the platform’s native document handling capabilities, offering businesses a comprehensive and secure solution for their document management needs. This article outlines the top five...

We’ve created a series exploring how Dynamics 365 transforms various industries. In this blog, we focus on its impact on construction companies. Construction companies constantly face challenges such as budget overruns, compliance risks, and communication breakdowns. To address these issues, Dynamics 365 for Construction Companies offers real-time project tracking, AI-driven insights, and automation that streamline operations,...

  Since 2004, Connecting Software has been helping businesses overcome challenges with seamless data integration, document management, and digital authenticity by providing powerful and innovative solutions. Our wide portfolio ensures smooth data exchange across various platforms, including Dynamics 365, SharePoint, Exchange Server, Salesforce, and more, helping organizations boost productivity, enhance security, and eliminate data silos....

Master Sales Pipeline Management and Team Performance with CRM Sales management, by definition, involves measuring and improving sales performance. Yet, it’s surprising how many companies still lack a standardized process for tracking opportunities, forecasting accurately, and evaluating their team’s effectiveness. After decades of working with sales teams across industries, here are two proven habits that...

Integrating data across your business systems is crucial for eliminating data silos and improving efficiency. Microsoft Dynamics 365 is a powerful platform for data storage and analysis, but its true potential is unlocked when it seamlessly connects with other applications. Poor data integration can lead to inconsistencies, inefficiencies, and errors that impact decision-making and business...