From Silos to Synergy: 360° Customer View via Data Integration – Part 2
Unlock a 360-degree customer view with data integration. Learn a 4-step process to overcome challenges and drive business growth.
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- Sep 10
- 4 min
Continuous Improvement: The Key to CRM Success
Discover how the Optrua Care Plan keeps Dynamics CRM efficient with regular updates, ensuring agility and improved customer experiences.
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- Sep 3
- 6 min
From Silos to Synergy: 360° Customer View via Data Integration
Discover how to break down data silos and achieve a 360° customer view with simple integration techniques for small and mid-sized businesses
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- Aug 13
- 4 min
Accelerate CRM Success with Rapid Development
Discover the benefits and challenges of rapid CRM development. Accelerate growth and boost efficiency with a flexible, agile approach.
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- Aug 6
- 4 min
3 Keys to Customer Engagement Success - Part 1
Executive Engagement, Business Fit, and User Adoption are the three keys to a successful CE implementation project.
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- Jul 30
- 6 min
CRM for Small Business: Simplify Complexity for Growth (Part 2)
This article, Part 2, will provide actionable insights on leveraging your existing Microsoft investments to simplify your business systems a
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- Jul 23
- 4 min
CRM for Small Business: Simplify Complexity for Growth (Part 1)
Complexity and Chaos are just normal and expected parts of a small business. When you run a small business, you are trying to make things wo
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- Jul 9
- 5 min
Copilot Studio + Dynamics 365 Sales: Better Together – Part 2
Welcome to Part 2 of my blog about transforming sales engagement with Copilot Studio and Dynamics 365 Sales. In this article, I demonstrate
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- Jun 25
- 5 min
Outsourcing IT: Beyond the Unicorn Myth
Imagine you’ve decided to build your dream mansion from scratch. Pretty exciting, right?
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- Jun 4
- 4 min
Copilot Studio + Dynamics 365 Sales: Better Together - Part 1
Welcome to my two-part blog about transforming sales processes with the power of AI. In this first installment, I address the challenges sal
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- May 21
- 7 min
How Optrua Helps Enhance Employee Engagement
Optrua, a Microsoft Dynamics 365 CRM Value-Added Reseller (VAR) and Systems Integration company, plays a vital role in helping organizations
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- May 14
- 6 min
Technology Roadmap: Your Ticket to Innovation
Discover how a technology roadmap can help you implement innovative technology solutions. Demystify the process & prioritize lasting value o
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- May 7
- 7 min
The Double-Edged Sword of Technology in Employee Engagement
Discover how technology impacts Employee Engagement in Part 2 of our series. Learn how it enhances communication and growth while navigating
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- Apr 23
- 6 min
Employee Engagement: The Key to Business Success
Discover the secrets to business success in our Employee Engagement series. Explore strategies, technology's role, and the impact on product
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- Apr 9
- 9 min
Modernizing CRM with Low-Code Tools and Expert Guidance
With low-code tools and expert guidance, businesses can tailor their CRM solutions to meet their unique needs, ensuring user-centric designs
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- Mar 26
- 8 min
CRM for Small Business: Tailoring your CRM for Success
CRM systems aren’t one-size-fits-all. Modern cloud-based like Dynamics 365 are flexible, allowing for customizations. Small businesses can t
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- Mar 12
- 6 min
How to Write a Dynamics 365 CE Plugin
Step-by-step instructions on how to write a Dynamics 365 CE Plugin, including the prerequisites to get started, how to set it up, how to imp
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- Feb 27
- 5 min
AI Unleashed: Shaping the Future of Business
AI is reshaping how we work, enabling companies to streamline processes, automate routine tasks, tailor customer experiences, and enhance de
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- Jan 30
- 13 min
CRM for Small Business: Boosting ROI Through User Adoption
Explore how crucial user adoption is for a new CRM system’s effectiveness. It impacts data integrity, decision-making, customer relationship
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- Dec 14, 2023
- 11 min
Maximizing Sales with Microsoft AI Copilot Tools
Explore Microsoft Sales Copilot, an AI tool that can enhance and streamline sales processes, driving efficiency, productivity and, ultimatel
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