Discover the secrets to business success in our Employee Engagement series. Explore strategies, technology's role, and the impact on productivity & innovation.

CRM systems aren’t one-size-fits-all. Modern cloud-based like Dynamics 365 are flexible, allowing for customizations. Small businesses can tailor their CRM to suit their needs.

Dive into the introductory article of our multi-part series 'CRM for Small Business: Overcoming the Top 10 Concerns' and learn how to build the machine while the train is running.

You can share documents with external users by using Microsoft Dynamics Power Pages (previously known as Power Apps Portals). This can be useful when on-boarding new clients. Often there are documents that need to be shared and filled out by clients to complete the on-boarding process.

This blog article shows step by step process to setup document sharing utilizing Microsoft Power Pages, Dynamics CRM, and SharePoint.

CRM Implementation Costs can vary widely because each CRM project is unique. Just like people with different personalities, each company has their own distinct culture, goals, products, and procedures. This blog reviews different factors that should be considered when budgeting your next CRM Project. Examples showing ballpark estimates are included at the end.

What does Microsoft CRM Cost? This is the 2nd blog of a 3 part series and covers the cloud license cost for Microsoft CRM Sales.

What does Microsoft CRM Cost?

This blog is an introduction to the topic of Microsoft CRM Sales costs. Part 2 covers Microsoft CRM Sales license cost. Part 3 covers Microsoft CRM Sales implementation costs.

The first section of the Wheel of Change is “Small Steps”, but what do I mean by “Small”? The answer is relative to the size of your overall project. For a large Enterprise CE Project, a small step may be a MVP that can be deployed to provide value for early adopters. For a mid-market Project a small step may be a 90 day sprint to deploy CE to a regional Sales Team.