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


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
5 min read


Share Client Documents with Power Portal
Tired of juggling emails and file-sharing links just to get documents to clients? Power Portal simplifies secure client collaboration by giving external users direct access to the information they need—no extra logins, no confusion. In this blog, we show how businesses are using Power Portal to streamline document sharing, improve transparency, and elevate the client experience.

Ryan Redmond
4 min read
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