Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM

Article

The Employee Benefits Broker’s CRM Evaluation Checklist

A demo isn’t where a CRM proves itself. That happens later, once your producers, account managers, and service team are living in it every day...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 4 hours ago 4

Article

Your New CRM Will Not Fix Your Old Data Problems Without A Plan

Your New CRM Will Not Fix Your Old Data Problems Without A Plan A new Microsoft Dynamics 365 CRM can improve workflows, automate follow-ups, a...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 2 days ago 8

Article

How Does AI Lead Qualification in Dynamics 365 Sales

The Sales Qualification Agent is an AI agent built into Dynamics 365 Sales that automatically researches, scores, and reaches out to new leads...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 2 days ago 9

Article

The Hidden Cost of Scattered Customer Data in Dynamics 365

Ask most Dynamics 365 users where a specific customer interaction lives, and the honest answer is “it depends.” A marketing email lives in the...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 4 days ago 10

Article

What Questions Should Benefits Brokers Ask When Evaluating CRM and Agency Management Software?

Benefits brokers evaluating CRM and agency management software need to know more than what features appear on a product checklist. They need t...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 4 days ago 10

Article

How Manufacturers Can Keep Microsoft Dynamics GP Running While Planning for Business Central

Many manufacturers using Microsoft Dynamics GP know that a move to Dynamics 365 Business Central may be in their future. The challenge is deci...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 4 days ago 7

Article

If You Need a Dynamics 365 CRM Record Clone Solution, This Is the One for You!

Imagine this: you’ve just closed a deal, created the perfect Dynamics 365 CRM record, and now you need to create another one with almost the s...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 4 days ago 10

Article

How to Measure AI Agent ROI in Microsoft Dynamics 365 Sales and Service

AI Agent ROI in Microsoft Dynamics 365 Sales and Service usually becomes a serious question when someone asks what changed after the agent arr...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 5 days ago 10

Article

Why A Distribution Company Moved From Dynamics GP and SalesPad to Business Central Instead of Dynamics 365 Sales

For over a year, the IT Manager at a distributor and manufacturer of orthopedic bracing products couldn't do his actual job. He was too busy p...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 5 days ago 8

Article

Is Your Dynamics 365 Environment Ready for Copilot? A Practical Readiness Guide

Turning on Copilot is a technical step. Knowing what to do with it is a business decision.  For organizations running Dynamics 365, AI readine...

Microsoft Dynamics 365 | Partners | Pricing & Cost | Dynamics CRM 5 days ago 9