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Business Process

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,

Business Process, Microsoft Dynamics 365

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

Business Process, Microsoft Dynamics 365

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

Business Process

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

Business Process

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