Smarter Process Flow Notifications in Microsoft Dynamics 365
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
Business Process
Automating Order Management for Faster, Smarter Workflows
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
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
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
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,
If Our Software Is 99.9% Accurate, It Will 100% Not Work
If Our Software Is 99.9% Accurate, It Will 100% Not Work Learn how a sophisticated Sales Commission Module was brought to it’s knees because of
Manage Disconnected Portal Users
Manage Disconnected Portal Users A simple way to track Customer Contacts with access to a disconnected Customer Portal. Transcript This is Steve Pestillo from P2
Want A CRM? Here’s the Test to See If You Have a Process.
Want A CRM? Here’s the Test to See If You Have a Process. There are many small businesses that would love to utilize a CRM
Are Most CRMs Ready-To-Go Out of the Box for Small Businesses?
Are Most CRMs Ready-To-Go Out of the Box for Small Businesses? Many CRMs for small businesses make lofty promises of efficiency and increased profitability while
When It Comes to Choosing a CRM, are You a Product Person or a Process Person?
When It Comes to Choosing a CRM, are You a Product Person or a Process Person? Here’s why focusing on one and not the other