Modernizing CRM with Low-Code Tools and Expert Guidance
With low-code tools and expert guidance, businesses can tailor their CRM solutions to meet their unique needs, ensuring user-centric designs
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Mar 258 min read
CRM for Small Business: Tailoring your CRM for Success
CRM systems aren’t one-size-fits-all. Modern cloud-based like Dynamics 365 are flexible, allowing for customizations. Small businesses can t
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Mar 116 min read
How to Write a Dynamics 365 CE Plugin
Step-by-step instructions on how to write a Dynamics 365 CE Plugin, including the prerequisites to get started, how to set it up, how to imp
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Feb 275 min read
AI Unleashed: Shaping the Future of Business
AI is reshaping how we work, enabling companies to streamline processes, automate routine tasks, tailor customer experiences, and enhance de
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Jan 3013 min read
CRM for Small Business: Boosting ROI Through User Adoption
Explore how crucial user adoption is for a new CRM system’s effectiveness. It impacts data integrity, decision-making, customer relationship
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Dec 14, 202311 min read
Maximizing Sales with Microsoft AI Copilot Tools
Explore Microsoft Sales Copilot, an AI tool that can enhance and streamline sales processes, driving efficiency, productivity and, ultimatel
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Nov 28, 202314 min read
CRM for Small Business: Balancing Cost and Value
Uncover the various costs of implementing a CRM system and find out how to plan for it so you can balance growth, even with a tight budget.
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Nov 16, 20233 min read
An Unlikely Pair: CRM & the Art of Turkey Brining
Master Thanksgiving with CRM & Turkey Brining Tips! Learn to host like a pro by blending the art of CRM with the secret to a perfect turkey.
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Oct 29, 20235 min read
CRM for Small Business: Overcoming the Top 10 Concerns
Dive into the introductory article of our multi-part series 'CRM for Small Business: Overcoming the Top 10 Concerns' and learn how to build
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Oct 1, 20235 min read
The Battle for Growth: Driving Revenue with Generative AI
Unlock business growth with Generative AI:
Practical Applications & Strategies. Discover how to embrace the AI Revolution for Customer-Cen
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Sep 17, 20235 min read
Gaining Insights into AI's Influence: A Historical Look at Technological Revolutions
Discover the AI Revolution: Past, Present, and Future by Embracing Growth and Data Quality for Success in the AI Age
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Sep 4, 20235 min read
From Hype to Tangible Impact: The True potential of the AI Revolution
Hype vs. Reality - The dawn of the AI revolution is upon us, and it's a time filled with both fear and excitement. While media hype paints a
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Apr 12, 20233 min read
Building a Strong CRM Project Team: The Key to Success
Unlock the Secret to CRM Success: Discover the 12 key roles that make up a high-performing CRM project team and how Optrua's expertise can g
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Apr 2, 20232 min read
Free eBook: The Power of Customer Journey Mapping
The modern business landscape is becoming increasingly competitive, and companies are constantly seeking ways to differentiate themselves fr
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Mar 2, 20233 min read
Encouraging Your Sales Team to Embrace a B2B E-commerce Strategy
As businesses increasingly move towards digital solutions, B2B e-commerce has become an integral part of business growth.
However, transit
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Feb 14, 20232 min read
Why you need a Customer Journey Map: A quick guide to optimizing Customer Experience
Customer journey mapping is the process of mapping out the entire journey your customers take with your brand, from the first interaction to
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Jan 2, 20234 min read
Share Client Documents with Power Portal
You can share documents with external users by using Microsoft Dynamics Power Pages (previously known as Power Apps Portals). This can be u
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Dec 21, 20226 min read
Implementation: What does Microsoft CRM cost?
CRM Implementation Costs can vary widely because each CRM project is unique. Just like people with different personalities, each company ha
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Dec 15, 20223 min read
Software License: What does Microsoft CRM Cost?
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.
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Dec 12, 20223 min read
Microsoft Dynamics 365: What does CRM Cost?
What does Microsoft CRM Cost? This blog is an introduction to the topic of Microsoft CRM Sales costs. Part 2 covers Microsoft CRM Sales
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