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The Optrua Blog
Get practical tips for
Microsoft CRM, AI,
Power Platform, and more.


CRM for Small Business: Tailoring Your CRM Customization for Success
CRM Customization is the key to making Dynamics 365 CRM fit your unique business needs. By leveraging low-code Power Platform tools and expert guidance, you can rapidly configure workflows, data models, and integrations without heavy developer lift. Discover how strategic CRM Customization boosts user adoption, streamlines processes, and lays the foundation for scalable, long-term growth.

Ryan Redmond
7 min read


How to Write a Dynamics 365 CE Plugin
How to Write a Dynamics 365 CE Plugin walks you through building custom .NET assemblies that extend your CRM’s business logic. In this tutorial, you’ll set up your development environment, author your plugin in Visual Studio, register it with the Plugin Registration Tool, and deploy it to your Dynamics 365 instance, ensuring reliable execution and maintainable code.

Ryan Redmond
6 min read


CRM for Small Business: Boosting ROI Through CRM User Adoption
CRM User Adoption is the linchpin of any successful CRM initiative. By combining tailored training programs, intuitive user interfaces, and real-time analytics, organizations can overcome resistance, foster collaboration, and unlock the full power of their CRM investment. Dive into proven strategies that drive engagement, streamline workflows, and deliver measurable business impact.

Ryan Redmond
12 min read


CRM for Small Business: Balancing CRM Cost and Value
CRM Cost can escalate quickly without clear visibility and control. In this article, you’ll discover practical tactics for managing CRM Cost—from setting realistic budgets and choosing the right vendor plans to streamlining workflows and removing unnecessary features. By proactively monitoring and optimizing CRM Cost, you’ll ensure sustainable growth, higher user adoption, and a stronger bottom line.

Ryan Redmond
13 min read


An Unlikely Pair: CRM & the Art of Turkey Brining
Turkey Brining teaches us that the right blend of salt, sugar, and aromatics transforms an ordinary bird into a show-stopper—much like CRM best practices turn prospects into loyal customers. In this guide, you’ll master foolproof Turkey Brining recipes for a tender, flavorful roast and discover CRM strategies for timely engagement, personalized touchpoints, and lasting relationships. Serve up both a perfect turkey and unforgettable customer experiences.

Ryan Redmond
3 min read


CRM for Small Business: Overcoming the Top 10 CRM Concerns
CRM adoption can be overwhelming for small businesses—but it doesn’t have to be. In this post, we break down the top 10 CRM concerns holding teams back and provide clear, practical solutions for each one. From budget worries to user adoption, find out how to move past hesitation and make your CRM work for you.

Ryan Redmond
5 min read


How to Build a Strong CRM Project Team (12 Key Roles)
CRM success starts with your people, not your platform. In this blog, we break down the 12 essential roles every CRM project team needs—plus real-world lessons on what happens when those roles are missing. Whether you're implementing Microsoft Dynamics 365 or another CRM, this guide helps you build the structure, alignment, and accountability needed for lasting results.

Ryan Redmond
5 min read


Free eBook: The Power of Customer Journey Mapping
Understanding your customer journey is more than a marketing exercise—it’s a growth strategy. In this blog, we introduce our free eBook on customer journey mapping, packed with insights to help you visualize, optimize, and improve every stage of your customer’s experience. Learn how to spot gaps, uncover opportunities, and create better connections that drive loyalty and revenue.

Ryan Redmond
2 min read


Encouraging Your Sales Team to Embrace a B2B E-commerce Strategy
Getting your sales team on board with a B2B e-commerce strategy isn’t just about adding another channel—it’s about unlocking new revenue streams and increasing efficiency. This blog explores how to shift mindsets, align goals, and empower your sales team to see e-commerce as a partner, not a competitor. The result? A stronger, more scalable sales approach.

Ryan Redmond
3 min read


Microsoft Dynamics CRM: The Realities Behind CRM Implementation Costs
Wondering what it really costs to implement Microsoft CRM? This blog breaks down the key factors that affect CRM implementation costs—including licensing, setup, customization, user training, and long-term support. Whether you're budgeting for your first CRM or planning an upgrade, this guide will help you set realistic expectations and avoid costly surprises.

Ryan Redmond
9 min read


What Does Microsoft CRM Cost in 2025? Understanding Licensing and Pricing
What Does Microsoft CRM Cost? It depends. From $65/user to enterprise-scale investments, get a full breakdown of licensing and pricing.

Ryan Redmond
5 min read


Creating your first CRM Business Rule
Creating a CRM business rule doesn’t have to be complicated. Whether you're streamlining data entry, enforcing consistency, or automating field behavior, this guide walks you through building your first CRM business rule in Microsoft Power Platform—step by step. Perfect for admins and power users looking to reduce manual work and improve data quality.

Ryan Redmond
4 min read


Microsoft Dynamics 365 Sales Licenses: Which One is Right for You?
Microsoft Dynamics 365 Sales licenses can feel like a maze—but they don’t have to. In this post, we break down the key differences between Sales Professional, Sales Enterprise, Sales Premium, and more. Whether you're a growing SMB or an enterprise sales leader, this guide helps you find the right license for your team’s size, needs, and goals. From AI-powered features to LinkedIn integrations, we explain what’s included, what’s not, and how to avoid overpaying for tools you d

Ryan Redmond
7 min read


3 Keys to Customer Engagement Success – Part 2
Customer engagement success isn’t just about having the right tools—it’s about building lasting relationships. In Part 2 of our series, we dive into three key strategies to drive stronger connections, boost satisfaction, and create more loyal customers. From personalized experiences to timely follow-ups, these tips will help your team turn engagement into measurable growth.

Ryan Redmond
4 min read
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