Transform Your Business with Optrua - Dynamics CRM & PowerApps Experts Discover why Optrua is the premier choice for Dynamics CRM and Microsoft Power Platform solutions. At Optrua, we are committed to delivering transformative business outcomes through expertly tailored CRM and PowerApps services. Our approach combines productivity, innovation, and a deep understanding of your business needs to ensure your technology investments yield substantial returns. What Sets Optrua Apart? 1. Expertise: Tap into decades of combined experience with Dynamics CRM and PowerApps to elevate your business processes. 2. Custom Solutions: Enjoy bespoke solutions that are meticulously designed to fit your unique business requirements. 3. Continuous Support: Benefit from ongoing support and proactive enhancements that keep your systems efficient and ahead of the curve. 4. Values-Driven Service: Experience a partnership founded on integrity, accountability, and a commitment to your success. 5. Innovative Approach: Leverage cutting-edge solutions that simplify complex challenges and drive significant business impact. Why Trust Optrua? We're not just consultants; we're your strategic partners in navigating the complexities of CRM technologies. We pride ourselves on creating environments where your business can thrive through enhanced efficiencies and optimized operations. Engage with Us To see how Optrua can make a difference in your business, visit our website at www.optrua.com or contact us directly to discuss your needs and how we can meet them. Embrace the future of business technology with Optrua, where your success is our mission.

Unlock Your Business Potential with Optrua Care Plans Welcome to Optrua, where your Dynamics 365 CRM and Microsoft Power Platform systems receive the ultimate care package. Our Optrua Care Plans are designed to optimize every aspect of your systems, ensuring they perform at their peak while aligning with your strategic business goals. Discover how our tailored services can transform your CRM experience and drive significant business outcomes. Why Choose Optrua Care Plans? 1. Strategic Planning: Engage in comprehensive planning sessions with our experts to develop a Strategic Roadmap. We prioritize impactful CRM enhancements that align perfectly with your business needs. 2. Expert Guidance: With direct access to our seasoned team of CRM and Power Platform specialists, your business will leverage decades of expertise to maximize your technology investments. 3. Proactive Maintenance: Enjoy peace of mind with continuous system monitoring. We proactively maintain your systems to prevent issues before they arise, ensuring your operations always run smoothly. 4. Priority Response: When issues do surface, our priority response guarantees they are addressed swiftly, minimizing downtime and maintaining continuity. 5. Cost Efficiency: Benefit from structured planning that not only fits your budget but also delivers incremental value, steering clear of unpredictable ad-hoc support costs. 6. Agile Development: Utilize agile methodologies that facilitate the rapid delivery of new features and fixes, significantly reducing downtime and boosting productivity. 7. Enhanced Training: Empower your team with specialized training sessions tailored to enhance user adoption and operational efficiency of your CRM system. Comprehensive Coverage for Every Need Our Care Plans come in three tailored tiers designed to cater to diverse business needs: * Pro Plus: For businesses looking for extensive enhancements and support, including 60 development hours per month. * Pro: Ideal for companies needing balanced enhancement and support with 40 development hours. * Team: Best suited for smaller teams requiring basic enhancements and support with 25 development hours. Your Investment, Maximized With Optrua Care Plans, you're not just maintaining your system; you're elevating it. From routine maintenance to strategic enhancements, we ensure that your CRM ecosystem not only survives but thrives. Interested in learning more about how Optrua can help your business reach its full potential? Visit our website at www.optrua.com or Book a Meeting directly through this link to discuss your specific needs with our experts.

#AIJobs #digitaltransformation #GenerativeAI Delve into the transformative impact of artificial intelligence on the job market, where AI's advancement heralds a dual phenomenon: the automation of tasks and the creation of unprecedented job opportunities. This insightful exploration debunks the myth of AI as a job eliminator, illustrating instead its role as a catalyst for employment innovation. Reflect on the evolution from the fax machine era to today's digital age, where technology phases out certain jobs but, in turn, introduces new roles and career paths. The narrative emphasizes the importance of visionary leadership and adaptability in harnessing AI's potential to not only automate but also to enrich the job landscape, offering a forward-looking perspective on redirecting talent to areas where they can contribute significant value to their organizations.

#Cybersecurity #Blackboxai #futureofwork #generativeai Venture into the complex world of artificial intelligence where advancements bring both remarkable capabilities and challenging dilemmas. This deep dive explores the paradox of AI's increasing intelligence: as it becomes more sophisticated, the rationale behind its decisions becomes less transparent. With AI's decision-making processes likened to a 'black box', the difficulty in understanding its 'thoughts' raises significant concerns about rationality, ethics, and governance. Furthermore, the dual-edged sword of AI in cybersecurity is examined, highlighting the race between using AI to protect digital assets and its exploitation by hackers. Join us as we unravel the complexities of AI development, the ethical quandaries it presents, and the critical importance of transparency and security in the digital age.

#GenerativeAI #AIDemocratization #InnovationInAI #FutureOfWork #aiexplained Dive into the world of artificial intelligence as it becomes accessible to everyone, marking a significant step towards the democratization of AI. This overview breaks down the distinction between the widespread enthusiasm surrounding AI's capabilities and the tangible outcomes it delivers. While the ability to interact with AI technologies like chatbots and generative AI platforms has sparked imaginations worldwide, understanding the underlying processes and realistic expectations remains crucial. Join us as we explore the journey from AI's hype to its actual impact, shedding light on what the future truly holds for AI integration across various sectors.

#TechTrends #InnovationInAI #GenerativeAI Explore the remarkable journey of AI as it closes the gap to human performance levels across key areas like speech recognition and handwriting. This insightful analysis reveals how, after decades of development, AI technologies are now matching human capabilities in specific tasks, marking a significant milestone in the evolution of AI. Yet, as we stand on the brink of this new era, it's crucial to recognize the complexity and sophistication of human abilities beyond these achievements. Dive into our discussion on the rapid advancements in AI and the implications for businesses, especially in the SMB sector, as we navigate this transformative period together.

If you are curious about AI’s real impact on business, watch this informative on-demand webinar. During this webinar, we will provide clarity and insights about AI's storied past, its impactful present, and its boundless future. Gain expert executive insights that demystify the hype and showcase practical applications for roles in sales, eCommerce, and customer engagement. Webinar Highlights: • The Historical Evolution of AI • Modern AI: Hype vs. Reality • Executive Insights: Harnessing AI in Business • AI Applications in Today’s Business World • Future of AI: The New Frontier Why It Matters: For business executives navigating the transformative landscape of AI, gaining knowledge about AI’s potential and implications will make a significant impact how you operate and grow your business. Don’t miss this opportunity to remain at the forefront of innovation and be part of the AI evolution.

Good Customer Experience (CX) is a major differentiator when looking at the competitive landscape. A first step to improving #customerexperience is to build a #customerjourney map. By mapping out the journey, companies can identify areas for improvement, provide better service, and ultimately improve the bottom line.

Updating a group of records at the same time can be done with Bulk Edit in Dynamics 365 CRM. This video shows you how.

Everyone is talking about Apps. What is an App in Dynamics 365 CRM and how do you see which ones you have?

Quick 30 second video shows how to set you Dynamics 365 Email signature template by copying your existing Outlook Email signature

This video short shows the Dynamics 365 CRM Personal settings screen

Bulk edit records in Dynamics 365 CRM

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When fitting an existing business and their sales processes into a Dynamics 365 CRM system, it is important to fully understand the default data flow. This video (Part 2) discusses the Leads vs. Opportunity and outlines the importance of determining lead qualification criteria. Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCiaz4NaMN7n2fouifWKfQxg?sub_confirmation=1 YouTube – Dynamics CRM Videos: Optimize MS D365 CRM / CE - YouTube Additional ways to follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • TikTok: https://www.tiktok.com/@optrua?lang=en

When fitting an existing business and their sales processes into a Dynamics 365 CRM system, it is important to fully understand the default data flow. This video (Part 3) further discusses some of the design decisions that should be considered when building the Opportunity to Order process. Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCiaz4NaMN7n2fouifWKfQxg?sub_confirmation=1 YouTube – Dynamics CRM Videos: Optimize MS D365 CRM / CE - YouTube Additional ways to follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • TikTok: https://www.tiktok.com/@optrua?lang=en

When fitting an existing business and their sales processes into a Dynamics 365 CRM system, it is important to fully understand the default data flow. This video (Part 1) shows the Dynamics 365 CRM sales process flow, table to table, starting with the Lead and ending with the Order. Subscribe to our YouTube Channel - https://www.youtube.com/channel/UCiaz4NaMN7n2fouifWKfQxg?sub_confirmation=1 YouTube – Dynamics CRM Videos: Optimize MS D365 CRM / CE - YouTube Additional ways to follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • TikTok: https://www.tiktok.com/@optrua?lang=en

You can create a personal view then assign or share that view to another user. This is a great practice for managers or power users helping to build consistent business processes. This 5-minute video provides a quick explanation of the difference between these two features. Views are an important part of D365 CRM that are used every time you navigate to a table, or search for data. Spend time helping your D365 CRM users get the most out of views to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua?lang=en

D365 has both system views and personal views. System views are ones that you want everyone to have. Personal views are ones that users create by modifying system views or by starting from scratch. This 5-minute video provides a quick explanation of the difference D365 system and personal views. Views are a fundamental part of CRM that are used every time you navigate to a table, or search for data. Educate your users to optimize their D365 CRM views to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua

Views are a fundamental part of CRM that are used every time you navigate to a table, or search for data. You can used views to easily sort and filter data to locate a single or group of records. This 5-minute video shows a quick walkthrough of how views work in D365 CRM. Views are a fundamental part of D365 CRM and are incredibly helpful when you navigate to a table, or search for data. Spend time optimizing your D365 CRM views to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua

Your business is unique to you. The default system views are setup in a generic fashion and need to be configured to the way you run business. Also, by default, there are way too many system views which may overwhelm users. Optimize D365 CRM by configuring views with the correct fields for your business, and by hiding unused system views. Views are a fundamental part of D365 CRM that are used every time you navigate to a table, or search for data. Spend time optimizing your D365 CRM view to save time finding data. Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua

Optimize MS CRM by streamlining each form. A common mistake when building CRM is to over-load screen with nonessential fields which could be adding unnecessary complexity to your forms and additional work to employees. Consider removing or repositioning fields that are infrequently used to capture or update data. Optimizing your forms will save time and improve data quality. Additional MS CRM Optimization Tips: • Tip #1: Streamline Forms - https://youtu.be/tL61vsc_W0s • Tip #2: Configure Views - https://youtu.be/0z31qf91lwc • Tip #3: Use Business Rules - https://youtu.be/ZUkAdZjDl74 • Tip #4: Configure Duplicate Detection - https://youtu.be/dc06a29mGJk • Tip #5: Configure Dataverse Search - https://youtu.be/Ubx8t1ZlTFA • Tip #6: Configure Email - https://youtu.be/aTcl-CBiG00 • Tip #7: Integrate files and Documents - https://youtu.be/40AFFsxtiwA Follow Optrua: • Twitter: https://twitter.com/crmgurus • Facebook: https://www.facebook.com/Optrua • Website: https://www.optrua.com • TikTok: https://www.tiktok.com/@optrua?lang=en