Category: News

Implementing a CPQ solution in Dynamics 365 can feel like a marathon. Traditional rollouts often take 4–6 months due to complex integrations, coding requirements, and extensive training. For Sales Operations and RevOps leaders, long timelines delay ROI and frustrate teams. But with the right approach, organizations can reduce implementation time from six months to just...

Most CRM users don’t struggle because they lack data—they struggle because that data isn’t easy to act on. If you’ve ever scrolled endlessly through lists, opened multiple tabs just to track a few deals, or lost sight of which case is waiting for your next action, you already know the problem. Dynamics 365 is powerful,...

It’s 4:55 p.m. on a Friday. You’ve closed the deal, and you have gathered every document you need—quotes, invoices, and signed contracts. You’re ready to wrap up and record everything properly. You open the client’s Account record in Dynamics 365, go to the Timeline, and reach for the paperclip icon, hoping to attach everything in...

In a fast-paced and highly competitive business environment, sales leaders constantly grapple with the challenge of achieving growth, staying ahead of competitors, and making informed decisions quickly, often with limited resources. The good news is that the potential of AI in sales has moved from being a concept to reality. With the introduction of innovative...

In every CRM, the real power is not just in the data you store but also in how those pieces of data connect. Accounts link to Contacts. Contacts link to Opportunities. Opportunities loop back to Partners. Before you know it, you’ve got a web of relationships that’s too valuable to stay hidden behind grids and...

If you’re evaluating Microsoft Copilot Studio for your organization, then understanding the costs is a critical first step. To help you navigate your options, this Copilot Studio price guide breaks down everything you need to know about licensing and billing in 2025—ranging from prepaid tenant licenses to flexible pay-as-you-go options. Whether you’re deploying for a small team...

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...

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...

Introduction What if your teams could spend less time managing data and more time building relationships? Are you truly empowering your employees to drive client success, or are they getting lost in manual processes?  The era of AI-driven business automation has arrived, and Microsoft is leading the charge with Dynamics 365 Copilot and AI Agents....

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...