Tag: Microsoft Dynamics

The era of static software is over. In the very near future, the boundary between human intuition and artificial intelligence will dissolve completely, creating a business landscape where your CRM doesn’t just record history—it predicts your future. For the forward-thinking leader, this isn’t a technological disruption to fear; it is the ultimate opportunity to redefine...

Microsoft CRM is commonly associated with managing contact details, but modern CRM platforms—such as Microsoft Dynamics 365—deliver far broader capabilities. When implemented effectively, Microsoft CRM connects sales, marketing, service, and field teams, enabling organizations to strengthen customer relationships and achieve measurable business results.  Unified Customer Data and Actionable Insights  Microsoft CRM brings customer information into one centralized system, giving teams a...

In today’s fast-paced business landscape, closing deals goes beyond having excellent sales skills. It is about fostering trust, managing relationships, and being quick on your feet to adapt to changes in customer interactions, updates from your team, or shifts in the competition. That is where Microsoft Dynamics 365 comes in, featuring AI-driven Sales Close Agents...

Key Highlights: Why You Should Read This Article Understand why commission tracking breaks down as health insurance agencies grow Learn how brokers move commission management out of spreadsheets and into their CRM See how automation improves accuracy, visibility, and producer confidence Understand what changes when commissions are tracked inside Microsoft Dynamics 365 Learn how BenefitsBridge...

Artificial Intelligence is no longer a buzzword—it’s a business necessity. Microsoft’s Dynamics 365 Copilot brings AI in CRM directly into your workflows, helping teams work smarter, not harder. From drafting emails to predicting customer needs, Copilot is redefining CRM productivity tools and customer engagement. What Is Dynamics 365 Copilot? Copilot is an AI-powered assistant embedded in Dynamics 365 applications like Sales, Customer Service, Finance, and Supply Chain Management. It...

If you are still running Microsoft Dynamics GP, you are not alone. Many organizations have depended on it for years—in some cases, decades. It is stable. It works. And for a long time, it did exactly what it needed to do. But now, the clock is ticking. Microsoft has announced a clear timeline for the...

Each year, we recognize the VAR and ISV partners who do exactly that across ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. These awards highlight the members whose content truly resonated with readers, who showed up month after month with thoughtful insights, and whose company profiles consistently attracted meaningful interest throughout 2025. Congratulations to this...

2025 has come to a close, and we’ve seen amazing advances in Dynamics 365 Sales, Copilot, and much more. Our blog members have been on top of it, sharing insights and wisdom to help you get more from your CRM investment. Some of the central themes this year centered around using Copilot in a CRM...

As businesses grow, they need their technology ecosystems to expand and keep up with their ability to manage them. The sales team may work with Dynamics 365 CRM, finance will work in an ERP, inventory and logistics can be in another system, and so on. When these systems don’t communicate with each other it can...

Key CRM Trends in 2026: From Database to Connected Platform CRM systems are becoming connected platforms that pull data from ERP, marketing, and support systems—and use AI to help teams act on that data. The shift comes down to three things: AI handling routine tasks, real-time data sync between systems, and personalization based on unified...