Tag: News

Every business has tasks that quietly consume hours of valuable time, such as following up with leads, answering repetitive questions, preparing quotes, or searching through files for the right information. While these tasks are important, they can be quite time-consuming. When your team is overwhelmed with these repetitive jobs, the work that truly drives progress...

If you’re using D365, one of the biggest issues you might’ve faced is adapting to using SharePoint. Most of the time it’s due to the lower adoption by the teams and the security concerns of the critical data handled. That’s why in this blog, we’ll explore one of the better solutions to help you adapt...

Qualifying leads takes time—and often, that time goes to waste when those leads don’t convert. To address this challenge, Microsoft introduced the Dynamics 365 Sales Qualification Agent, a powerful AI tool built into Dynamics 365 Sales. Currently, it’s available in public preview. Looking ahead, Microsoft plans to roll it out more broadly by October 2025. This...

Microsoft Power Platform is a well-curated suite of applications designed to modernize processes, enhance data management, and empower teams across every department of your organization. Comprised of tools like Dataverse, Power Automate, Dynamics 365 Sales, Power Apps, and Power Pages, Microsoft Power Platform enables organizations to unlock substantial technical and monetary value. Let’s explore how...

Optrua’s tailored approach provided Rockton Software with real-time insights, streamlined workflows, and the clarity to drive sales forward. CRM Transformation Cuts Through the Fog Picture this: You’re driving a familiar road in thick fog. You’ve been down this route hundreds of times, but suddenly, every curve feels like a guess. You slow down. You grip...

Let me show you your daily toxic CRM routine! You log into Dynamics 365 CRM. Your dashboard greets you with rows and rows of records—endless lists of leads, opportunities, cases, activities. Somewhere in that mess, a hot deal is waiting for a follow-up. Somewhere else, a customer issue has been pending for three days. Instead...

Is Your CRM Smart Enough to Hold a Conversation? WhatsApp Messaging isn’t just about sending texts; it’s about creating meaningful, timely, and intelligent customer conversations. WhatsApp4Dynamics, seamlessly integrates WhatsApp with Microsoft Dynamics 365 CRM, enabling teams to communicate with customers, prospects, and partners directly within CRM. Now, with InoWiz AI Copilot, the integration gets even...

Microsoft has once again secured its position as a Low Code Leader in The Forrester Wave: Low-Code Platforms for Professional Developers, Q2 2025. This recognition places Power Platform at the top for both current offering and strategy, underscoring Microsoft’s ability to deliver innovation while ensuring enterprise-grade reliability. If you are new to the platform, check...

Every organization knows that smart territory planning is fundamental, but not all achieve it. Effective territory design isn’t just about splitting geography; it’s about balancing workload, sales potential, and coverage for better performance. Studies show that thoughtful territory optimization can boost sales productivity by 10–20%. With Maplytics integrated inside Dynamics 365, territory strategy becomes intuitive,...

Microsoft continues to expand the capabilities of Dynamics 365 Marketing with frequent enhancements designed to better support modern businesses. The most recent update introduces new tools that give organizations stronger insights, smarter engagement options, and easier event management. Below, we’ll walk through three of the standout features your company should already be leveraging. Smart Forms...