Transform sales with AI: Part 1 introduces generative AI's potential, addressing sales challenges and setting the stage for practical applications.

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.

In Microsoft Power Platform and Dynamics CRM, Business rules are No code way of automating form behavior. You can combine conditions and actions to show or hide fields, set requirement levels, validate data, and show error messages. This blog shows steps to create a business rule to validate Est. Close Date on the Opportunity.

Microsoft Dynamics 365 Sales Licensing can be confusing. This blog compares the different Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.

Customer Success - After over two decades of designing, building and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems I’ve found recurring themes on what makes some projects more successful than others.