No More Waves: How to Keep Up with Dynamics 365 Updates
Dynamics 365 release waves are over. Microsoft has retired the twice-yearly release plans that customers used to see what was coming, so there will be no 2026 release Wave 2…
BYOAI: Bring Your Own Artificial Intelligence
You might assume that choosing Microsoft business apps means choosing Microsoft's AI and nothing else. If you run Microsoft 365 or Dynamics 365, Copilot may seem like the only way…
Now What? A Guide to Putting Your AI POC into Production
The demo went great! Your team built a proof of concept that reads incoming orders and sends each one to the right salesperson. Or maybe it sorts support requests by…
What to Do When Reports Feel Like a Second Job
Pull data from one system. Copy it into a spreadsheet. Cross-check against email threads. Format it into something a landlord or tenant can actually read. Rinse and repeat — every…
How AI is Transforming Customer Service and What It Means for Your Business
Customer service is a key indicator of business performance. It reveals process gaps, tests data quality in real time, and highlights discrepancies between leadership perceptions and actual customer experiences. Service teams…
Supercharge Dynamics 365 Reporting with Power BI
Organizations use Dynamics 365 Customer Engagement to manage sales and customer service. While the platform includes out-of-the-box and customizable charts and dashboards, some users want more analytics, richer visualizations, and…
Three No-Brainer Dynamics 365 Sales Integrations
Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings, proposals, etc.…
The Power of Audio Recap in Microsoft Teams
I've been blogging recently about simple ways to leverage powerful new AI-driven features in Microsoft Dynamics 365 and Teams, i.e., take advantage of the low-hanging AI fruit that makes your…
Supercharge Customer Engagement with Dynamics 365 and Copilot Chat
In today’s digital-first world, customers expect instant, personalized, and seamless interactions. Businesses that can deliver this consistently gain a competitive edge. By integrating Dynamics 365 Customer Engagement (CRM) with a…
