Tag: D365

Which Microsoft Dynamics Partners deserve the award for Top Blogger and Top Member on CRM Software Blog in 2024? This year we are also introducing a new category: Profiles with the Most Traffic in 2024. We love to give credit where credit is due. We are proud to give recognition to the VAR and ISV...

Health insurance brokers and agencies have unique needs that require robust, flexible, and integrated technology solutions. To increase broker productivity and operational efficiency, agencies must align with CRM systems that facilitate and automate both internal and external business processes. ForgeXRM, with its CRM for Health Insurance Brokers (BenefitsBridge), has helped hundreds of health insurance brokers...

This New Year, why not make work fun while tracking your team’s performance in Dynamics 365 CRM? Kick-off 2025 with tools that make work exciting and productive. Whether you’re looking to add a playful twist or gain actionable insights, Inogic’s apps have you covered. With Gamifics365 and User Adoption Monitor, you can enhance your CRM...

So, I’ll admit to being a bit of a zealot when it comes to icons in Microsoft Dynamics 365 model-driven apps. For years I’ve looked down my nose at app customizers who created custom entities tables that were part of the site map (a/k/a navigation) and left the default icon on them. That’s just bourgeois,...

Applications developed on the Java platform are widely used in enterprises for everything from customer management to financial systems. At the same time, many businesses are modernizing, turning to Microsoft Dynamics 365 solutions to leverage new technologies, including AI and ML. As a result, there is a growing need to connect existing business apps with...

  As we wrap up another year, we would like to acknowledge the contributions of our members. We appreciate all 444 informative articles written by our Microsoft Dynamics 365 experts, but some particularly stand out. What were the hot topics for our CRM Software Blog readers in 2024? We saw articles about how-tos, comparisons, and...

CRM Developers: Unlock the Power of AI with Microsoft Copilot Studio Agents Within our Purely CRM team, we utilize these applications to unlock unprecedented productivity and simplified workflows. As artificial intelligence evolves, it’s reshaping the way organizations operate, boosting efficiency and enabling smarter decision-making. At the forefront of this transformation is Microsoft Copilot Studio Agents,...

For many organizations, effective lead management remains a persistent challenge. Leads are the lifeblood of sales, yet inefficient processes, fragmented systems, and lack of visibility often result in missed opportunities, wasted time, and frustrated sales teams.   Disorganized Lead Management   Poor lead management often stems from a lack of structure and tools to effectively track and...

Microsoft Copilot for Sales, integrated with Dynamics 365, is an AI-powered assistant designed to transform how sales teams operate. By automating tasks, offering actionable insights, and enhancing customer engagement, Copilot enables sellers to focus on building relationships and closing deals rather than being bogged down by administrative work. Below is a brief summary of some...

Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases when you have over ten thousand contacts that you market to, the native Dataverse integration is compelling when evaluating competitive marketing automation platforms. One of the...