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Executive Engagement, Business Fit, and User Adoption are the three keys to a successful CE implementation project.

This article, Part 2, will provide actionable insights on leveraging your existing Microsoft investments to simplify your business systems a

Complexity and Chaos are just normal and expected parts of a small business. When you run a small business, you are trying to make things wo

Welcome to Part 2 of my blog about transforming sales engagement with Copilot Studio and Dynamics 365 Sales. In this article, I demonstrate

Imagine you’ve decided to build your dream mansion from scratch. Pretty exciting, right?

Welcome to my two-part blog about transforming sales processes with the power of AI. In this first installment, I address the challenges sal

Optrua, a Microsoft Dynamics 365 CRM Value-Added Reseller (VAR) and Systems Integration company, plays a vital role in helping organizations

Discover how a technology roadmap can help you implement innovative technology solutions. Demystify the process & prioritize lasting value o

Discover how technology impacts Employee Engagement in Part 2 of our series. Learn how it enhances communication and growth while navigating

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

With low-code tools and expert guidance, businesses can tailor their CRM solutions to meet their unique needs, ensuring user-centric designs

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

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

AI is reshaping how we work, enabling companies to streamline processes, automate routine tasks, tailor customer experiences, and enhance de

Explore how crucial user adoption is for a new CRM system’s effectiveness. It impacts data integrity, decision-making, customer relationship

Explore Microsoft Sales Copilot, an AI tool that can enhance and streamline sales processes, driving efficiency, productivity and, ultimatel

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.

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.

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

Unlock business growth with Generative AI: Practical Applications & Strategies. Discover how to embrace the AI Revolution for Customer-Cen