The Power of Sales AI Glossary: How Microsoft Dynamics 365 Copilot Can Help You Sell More Effectively by Learning Your Business

In today’s rapidly changing sales environment, many organizations are turning to advanced tools like Microsoft Sales Copilot within Dynamics 365 to enhance their processes and empower their teams. A notable challenge, however, is that standard AI solutions often fall short in grasping the specific language, data structures, and business jargon unique to each sales team....

How to Handle Sales Spikes using Dynamics 365 Sales During the Holiday Sales Rush

Every year, the holiday season seems to arrive faster and hit harder than expected. Customer inquiries pour in. Deals move at lightning speed. Sales reps juggle calls, emails, follow-ups, and last-minute promotions. Managers scramble for pipeline updates. Teams stretch their days just trying to stay ahead of the next request. In the middle of all...

Marketing + CRM Alignment: A 2026 Priority for Growth Teams

Marketing and sales alignment isn’t a new concept, but in 2026 alignment alone isn’t enough. Growth-focused organizations need deep operational integration between marketing and CRM systems. It’s not just about sharing a funnel. It’s about creating a unified engine that fuels pipeline velocity, customer expansion, and measurable ROI from every touchpoint.  For Microsoft Dynamics users, this opportunity is especially pressing. Your CRM houses the data....

How Can Employee Benefits Brokers Choose the Best CRM System?

Key Highlights Agencies that rely on spreadsheets or shared folders face growing risks, inefficiencies, and data silos. Off-the-shelf CRMs like Salesforce or HubSpot often require costly customization to support insurance workflows. Custom-built CRM systems offer control but become expensive to maintain and difficult to update. Broker-focused CRM tools built on Microsoft Dynamics 365 deliver policy,...

Scroll to top