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The Optrua Blog
Get practical tips for
Microsoft CRM, AI,
Power Platform, and more.


Ditch the Homegrown CRM: Why It’s a Money Pit for Your Business
Is your company running on a homegrown CRM? You know… one that’s been stitched together over the years with assorted patches, add-ons,...
Optrua Marketing
16 minutes ago5 min read
1


Understanding Microsoft Dynamics CRM Cost: A Comprehensive Overview
Dynamics CRM cost isn’t one-size-fits-all. From licensing to implementation, learn what impacts pricing and how to plan effectively.
Ryan Redmond
Mar 413 min read
42


Why CRM Projects Fail: Unrealistic Budgets, Tight Timelines and Denial
Rushed CRM projects lead to costly rework and missing features. See how poor planning turned a $650K budget into a disaster.
Ryan Redmond
Feb 266 min read
24


Enhanced CRM Training: Driving User Adoption and Business Success
Think CRM training is optional? Think again. Poor training is the #1 reason CRM projects fail—don’t let your shiny new system gather dust...
Optrua Marketing
Feb 117 min read
5


CRM Selection Process: The Perils of Tossing the Keys to IT
CRM selection isn’t just IT—it’s strategy. Avoid common pitfalls and choose the right system for your team’s success.
Ryan Redmond
Feb 46 min read
30


Managing CRM Projects: Leadership Strategies for Success
Managing CRM projects requires strong leadership and teamwork. Align goals, engage stakeholders, and avoid assumptions for success!
Ryan Redmond
Jan 216 min read
39


How to Blow Up a CRM Project in 9 Easy Steps
Considering a CRM implementation? Learn what NOT to do with this humorous guide to avoiding costly mistakes and building a system that works
Optrua Marketing
Jan 147 min read
17


CRM for Business Growth: Ditch the Chaos
Lost deals and system chaos? Optrua’s CRM transforms frustration into streamlined success, helping your business grow with ease.
Ryan Redmond
Jan 75 min read
35


The Benefits of Agile CRM for Modern Business Growth
Learn how Agile CRM and Business Portals boost efficiency with faster updates, less downtime, and continuous improvement.
Optrua Marketing
Dec 10, 20245 min read
48


Safeguarding Your Microsoft Dynamics 365 CRM Data
Safeguard your Microsoft Dynamics 365 CRM data with robust security strategies. Learn about encryption, masking, access control, and more.
Ryan Redmond
Dec 3, 20249 min read
35


CRM for Small Business: Safeguarding Your CRM Data
Secure your CRM data to protect customer trust and maintain your competitive edge. Discover key insights and proactive strategies.
Ryan Redmond
Nov 19, 20247 min read
30

How a Customized CRM and Dynamics 365 Sales Drive Success
Boost your ROI with tailored CRM for Dynamics 365 Sales! Discover Optrua Care Plans for customized support & proactive CRM maintenance.
Optrua Marketing
Nov 12, 20245 min read
24


Catch the AI Wave: Copilot Sales 2024 Release Wave 2 - Part 2
Discover AI-driven updates in Microsoft Copilot for Sales, 2024 Release Wave 2, designed to boost productivity and streamline sales.
Ryan Redmond
Nov 5, 20246 min read
31


Catch the AI Wave: Dynamics 365 Sales 2024 Release Wave 2 - Part 1
Explore AI-powered features in Dynamics 365 Sales 2024 Release Wave 2. Boost sales efficiency and growth with Copilot innovations.
Ryan Redmond
Oct 22, 20246 min read
29


Dynamics CRM Maintenance: Why Proactive Beats Reactive Every Time
Enhance CRM support and ensure smooth operations for Dynamics 365 Sales with proactive maintenance through Optrua Care Plans.
Optrua Marketing
Oct 8, 20245 min read
15


From Silos to Synergy: 360° Customer View via CRM Data Integration – Part 3
Gain a 360° customer view with advanced CRM data integration. Break down silos and consolidate data for sustainable business growth.
Ryan Redmond
Oct 1, 20249 min read
29


From Silos to Synergy: 360° Customer View via Data Integration – Part 2
Unlock a 360-degree customer view with data integration. Learn a 4-step process to overcome challenges and drive business growth.
Ryan Redmond
Sep 17, 20245 min read
43


Continuous Improvement: The Key to CRM Success
Discover how the Optrua Care Plan keeps Dynamics CRM efficient with regular updates, ensuring agility and improved customer experiences.
Optrua Marketing
Sep 10, 20244 min read
39


From Silos to Synergy: 360° Customer View via Data Integration - Part 1
Discover how to break down data silos and achieve a 360° customer view with simple integration techniques for small and mid-sized businesses
Ryan Redmond
Sep 3, 20246 min read
104


Accelerate CRM Success with Rapid Development
Discover the benefits and challenges of rapid CRM development. Accelerate growth and boost efficiency with a flexible, agile approach.
Optrua Marketing
Aug 13, 20244 min read
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