Three Health Insurance Brokers That Transformed Operations With the Right CRM

Health insurance brokers face unique challenges. The firms we work with deal with complex policy management, commission tracking, client service reporting, and compliance requirements. To keep up, agencies need more than spreadsheets or siloed systems; they need a flexible, integrated CRM solution built for their industry. That’s where BenefitsBridge by ForgeXRM, powered by Microsoft Dynamics...

Fueling Sales Strategy with Location Analytics and Route Optimization in Dynamics 365

In a competitive global manufacturing landscape, companies produce well and also reach their customers, partners, and distributors efficiently. For QualiChem, a leading global manufacturer of advanced metalworking fluids, the challenge was making their field operations and sales strategy smarter, sharper, and proactively responsive. Here’s how Maplytics came in. What does QualiChem do? QualiChem manufactures some...

How User-Friendly CPQ Boosts Sales Team Adoption

Many CPQ implementations fail, not because of missing features, but because sales teams never fully adopt them. Complexity, confusing navigation, and inaccurate quotes create friction, causing reps to revert to spreadsheets and manual processes. Adoption succeeds when a CPQ feels effortless and produces 100% accurate quotes, building trust and confidence. When the system integrates smoothly...

How Dynamics 365 Field Service Is Powering Oil Field Operations

In oil field services, “good enough” isn’t good enough. The stakes are high, the environments are tough, and even small inefficiencies can ripple into massive costs. Every delay, every miscommunication, every misplaced asset means lost revenue—or worse, safety risks. That’s where Dynamics 365 Field Service can make a real difference. It’s more than just a...

Transform Your Business with AI-Driven Dynamics 365 Services by Inogic

The conversation around Artificial Intelligence has moved past simple chatbots and static reports. Today, the focus is on AI Agents, intelligent systems that operate autonomously within your business applications to complete tasks, analyze data, and accelerate decision-making. For organizations running on the Microsoft Cloud, the competitive edge lies in seamlessly integrating these powerful capabilities into...

CRM Developers Guide: Partnership over Automation, how rethinking AI in Dynamics 365 CRM development will yield better results

CRM Developers Guide: Partnership over Automation, how rethinking AI in Dynamics 365 CRM development will yield better results As AI continues to evolve within the CRM landscape, developers working with Dynamics 365 face a pivotal shift, not toward full automation, but toward meaningful partnership. The most effective AI solutions aren’t those that replace humans, but...

From Survey to Strategy: How Dynamics 365 Customer Voice Drives Action

Sending a customer survey is easy—but what you do with the responses is what really matters. With Customer Voice survey automation in Dynamics 365, you can turn feedback into action through automatic follow-ups, real-time alerts, and data-driven insights. To learn more about how Dynamics 365 Customer Voice works alongside tools like ClickDimensions, explore our detailed...

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