You might be running into problems with your sales and accounting data not syncing properly—and it’s causing delays and costly mistakes. You’re definitely not alone.
For many Managed Service Providers (MSPs), Excel has long been the go-to tool for managing sales data, tracking quotes, budgeting, and even reporting. It’s flexible,
Ever seen a CRM alert pop up while you were in the middle of something important? Maybe you thought: “I’ll get back to this later.”
When Protech Automotive Solutions decided to overhaul their operations, it wasn’t just about updating software— it was about rethinking how work gets done at scale.
Your CRM isn’t supposed to be a digital junk drawer. So why does it look like one? We’ve all been there: You log into your
As DynamicsCon 2025 approaches, we are excited to share that Jeff Ney, President of New Dynamic, will be joining Marketing Copilot CEO and Microsoft MVP
Learn how combining subjective feedback with objective data can optimize your change management outcomes. Author: Michael Hauck Change is inevitable. Every organization faces it. But
Big changes are coming to Microsoft Dynamics 365 CRM! As of October 2025, Microsoft will officially deprecate the Hierarchy Control feature—the tool many CRM users
In today’s hybrid work environment, sales teams are more distributed than ever. Whether they’re working from home, on the road, or across multiple time zones,
…and how to show them some CRM love Spend any appreciable time working with CRM, and I guarantee you’ll hear that salespeople hate CRM. Often, we
