Tag: Power Apps

Employee benefits brokers face a unique challenge: balancing client needs, carrier relationships, and regulatory compliance, all while running a profitable business. A good CRM for brokers can help, but finding the right one is easier said than done. Should you stick with spreadsheets, invest in off-the-shelf software, build a custom solution, or adopt an industry-specific...

Professional services organizations often face a delicate balancing act. They need to offer competitive pricing that attracts and retains clients, while still maintaining healthy margins that support business growth. Yet many firms rely on manual pricing methods or outdated spreadsheets. The result: inconsistent quotes, unpredictable revenue, and eroded trust when pricing discrepancies surface. For Revenue...

The big theme this year at Microsoft Ignite was Frontier Firms—companies that put AI at the center of their operations to work smarter, move faster, and stay ahead. Microsoft announced new tools and features that make this possible. Frontier Firm AI Initiative at Microsoft Ignite 2025 Microsoft is launching resources and partnerships (including Harvard Business...

Startups, independent designers, and marketing agencies live and die by their ideas. The moment a breakthrough concept is drafted, a prototype is logged, or a client deliverable is sent, it becomes an asset. But how do you defend those intangible assets? When an idea is challenged by a patent troll, a disgruntled client, or a...

Maximizing Profitability in Professional Services with Smarter Pricing Strategies Professional services organizations often face a delicate balancing act. They need to offer competitive pricing that attracts and retains clients, while still maintaining healthy margins that support business growth. Yet many firms rely on manual pricing methods or outdated spreadsheets. The result: inconsistent quotes, unpredictable revenue,...

Microsoft Ignite 2025 delivered a clear message: “The Year Work Became Agentic.” This year’s event focused on embedding AI agents, contextual intelligence, and integrated platforms into every layer of work. These innovations are designed to help organizations automate processes, improve decision-making, and stay competitive in an AI-driven world. The big theme at Microsoft Ignite 2025...

Is your current CRM truly empowering your organization to achieve operational excellence, or is it creating friction, complexity, and disconnected data? This is the critical question leaders are asking as they re-evaluate their technology stack, especially focused on their customer relationship management (CRM) tools. The goal isn’t just to manage customer relationships; it’s to leverage...

The era of reactive CRM is over. The future lies in predictive, autonomous systems. We believe organizations that leverage intelligent AI agents within their core operations are building an unwavering foundation for lasting success. This is why businesses are increasingly shifting to intelligent automation to stay ahead. Traditional CRM workflows, even when supported by modern...

Sales teams often find it challenging to manage the influx of inbound leads generated from websites, events, and webinars. This can result in missed opportunities and leads sitting idle inside the CRM. The Sales Qualification Agent in Microsoft Dynamics 365 is designed to streamline the lead process. By automating this task, the agent enables you...

If you’re part of a sales team at a small or midsized business, you know how much time and effort goes into qualifying leads. Manual research, chasing down details, and drafting outreach emails can slow down your process and leave great opportunities on the table. That’s why Microsoft’s latest 2025 Wave 1 release for Dynamics...