Write-Back Is a Policy Decision: Governing What LinkedIn Logs Into Your CRM
The sales director wanted every InMail logged to Dynamics automatically. The works council representative wanted to know why the company was r...
The sales director wanted every InMail logged to Dynamics automatically. The works council representative wanted to know why the company was r...
For this test I set a deliberately unfair trap.…
Somewhere in every Sales Navigator licensing conversation, someone asks the question: what does the expensive seat actually do?…
An agent that can only read is a very well-spoken FAQ page.…
Every seller knows the void: you send the proposal, the deck, the one-pager — and then nothing…
The morning after I connected Sales Navigator to my Dynamics 365 trial, the Match Data Report delivered its verdict: 0% of accounts matched, 0...
While building the agent from the first post in this series, I opened the tool catalog expecting connectors and found something else…
Last week I watched a rep do something I have done a thousand times myself: she had Dynamics 365 open on one monitor and LinkedIn on the other...
On September 1, 2026, I was in the middle of testing a freshly built Copilot Studio agent when it stopped mid-conversation and told me, polite...
The most dangerous moment in any integration project is the one right after the connection succeeds…
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