Managing activities in Dynamics 365 can feel overwhelming. Between the Timeline, filters, and countless activity types, it’s easy to lose sight of what really matters—finding
In the Not Your Grandfather’s CRM series, we’ve been exploring how modern CRM systems built on Microsoft Dynamics 365 and Power Apps can streamline business
Managing orders in a business with multiple departments, external customers, and complex workflows can get messy fast. That’s why we designed a custom order management
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
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
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,
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
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
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
When a longtime client faced challenges with retrieving product information and managing customer orders in their Dynamics 365 system, they turned to us for a
