860-426-8029

Microsoft Dynamics 365

Personalized Emails Made Easy with Quick Campaign Templates in Dynamics 365

In the second video of our Quick Campaigns mini-series, we take the next step in email efficiency by introducing Email Templates in Microsoft Dynamics 365.

Send Bulk Emails Easily with Quick Campaigns in Dynamics 365

Are you still manually emailing one Contact at a time? With Microsoft Dynamics 365’s Quick Campaigns, you can streamline your outreach and send simple emails

Business Process, Microsoft Dynamics 365, Microsoft Power Apps, Not Your Grandfather's CRM

Why We Put Invoices in a CRM—and Why You Might Want To

This may sound odd coming from someone who’s been in software development for over 30 years, but here it is: Invoices absolutely belong in your

Business Process, Microsoft Dynamics 365, Microsoft Power Apps, Not Your Grandfather's CRM

What is a Master Data Manager?

In Episode 7 of Not Your Grandfather’s CRM, we highlight one of our favorite real-world process flows—built for a national client with locations across the

Business Process, Microsoft Dynamics 365, Microsoft Power Apps, Not Your Grandfather's CRM

Simplifying New Product Creation with Power Platform Automation

Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails,

Microsoft Dynamics 365, Microsoft Power Apps, Not Your Grandfather's CRM

Streamlining Sample Fulfillment with Power Platform Automation

In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and

Microsoft Dynamics 365, Microsoft Power Apps, Not Your Grandfather's CRM

How We Helped A Biotech Manufacturer to Meet ISO-13485 Standards

In highly regulated industries like biotech and pharmaceuticals, quality control isn’t just a nice-to-have — it’s a mandate. For one of our clients, staying compliant

Microsoft Dynamics 365, Microsoft Power Apps, Not Your Grandfather's CRM

Handle Complex Service Approvals – Without the Complexity

Handle Complex Service Approvals – Without the Complexity In Episode 3 of Not Your Grandfather’s CRM, we dive into a customer service solution we developed