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A Comprehensive Guide to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM: A Comprehensive Guide

What exactly is Microsoft Dynamics CRM? How does it work? And why should you choose Dynamics over other CRM systems on the market?

Latest Blog Posts

A CRM Assessment Checklist and Why You Need a Platform-Agnostic Pro 

Businesses rely heavily on customer relationship management (CRM) software to centralize customer interactions, streamline processes, improve customer service, and gain valuable insights from advanced metrics. Your CRM platform represents the intersection of your connections with customers, but it’s also a means of streamlining those connections while gleaning valuable information to better serve them.  Over time, […]

Microsoft Dynamics 365 for Government Organizations 

In the realm of U.S. public sector data management, the role of Customer Relationship Management (CRM) is significant. Microsoft Dynamics 365 is an integrated CRM platform designed to empower organizations in managing citizen data and drive informed decision-making.  Discover the power of Microsoft Dynamics 365 for your government organization.  What Is Microsoft Dynamics 365?  Microsoft […]

CRM Implementation Process: Integration &  Roadmap

The customer relationship management (CRM) implementation process involves centralizing, unifying, and harmonizing all communications between a company and its customers. Achieving a successful CRM implementation takes a healthy dose of thought and effort. Implementing and integrating CRM can take extensive planning and preparation. If you’re on the fence as to whether it’s worth the effort, […]

Your Comprehensive Guide to CRM Migration    

At some point, most businesses face situations where they outgrow their old software or encounter compatibility issues that force them to reevaluate their needs, and it’s no different for CRM software.Customer relationship management (CRM) data migration can be a complex process, requiring numerous steps to ensure a successful transition from your old CRM software application […]

Selecting CRM Consulting Services: The Definitive Guide 

The market for customer relationship management (CRM) software and tools is growing quickly. In 2019, the global CRM market revenue was 42,707 million dollars. In 2021, it rose to 52,856 million dollars.   Now, the global CRM market is expected to reach USD 157.53 billion in value by 2030, up from USD 71.06 billion in 2023, […]

How to Determine the Best CRM for Government — Advice from Platform-Agnostic CRM Experts

Customer Relationship Management (CRM) platforms are designed to help businesses manage communications with customers. But CRM software isn’t just for the private sector. Identifying the best CRM for government agencies can vastly improve the numerous ways the public sector connects to citizens.  CRM can automate workflow, manage stakeholder communications, assist in case management, and provide […]