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


CRM Project Mistakes: How Scope Creep Quietly Blew Up the CRM Budget
Scope creep doesn’t knock—it sneaks in. One “tiny tweak” at a time, it throws your CRM Budget off course and unravels your project fast: missed deadlines, budget overruns, and a system no one could actually use. Sound familiar?

Ryan Redmond
Apr 225 min read
14


The CRM System Disaster: When Leadership Checks Out and Chaos Takes Over
Leadership, not tech, derails a CRM system. Discover how disengagement and denial can sabotage your CRM before it goes live.

Ryan Redmond
Apr 16 min read
25


Ditch the Homegrown CRM: Why It’s a Money Pit for Your Business
Is your company running on a homegrown CRM? You know… one that’s been stitched together over the years with assorted patches, add-ons,...

Optrua Marketing
Mar 255 min read
6


Understanding Microsoft Dynamics CRM Cost: A Comprehensive Overview
Dynamics CRM cost isn’t one-size-fits-all. From licensing to implementation, learn what impacts pricing and how to plan effectively.

Ryan Redmond
Mar 413 min read
52


Why CRM Projects Fail: Unrealistic Budgets, Tight Timelines and Denial
Rushed CRM projects lead to costly rework and missing features. See how poor planning turned a $650K budget into a disaster.

Ryan Redmond
Feb 266 min read
25


Enhanced CRM Training: Driving User Adoption and Business Success
Think CRM training is optional? Think again. Poor training is the #1 reason CRM projects fail—don’t let your shiny new system gather dust...

Optrua Marketing
Feb 117 min read
7


CRM Selection Process: The Perils of Tossing the Keys to IT
CRM selection isn’t just IT—it’s strategy. Avoid common pitfalls and choose the right system for your team’s success.

Ryan Redmond
Feb 46 min read
31


Managing CRM Projects: Leadership Strategies for Success
Managing CRM projects requires strong leadership and teamwork. Align goals, engage stakeholders, and avoid assumptions for success!

Ryan Redmond
Jan 216 min read
50


How to Blow Up a CRM Project in 9 Easy Steps
Considering a CRM implementation? Learn what NOT to do with this humorous guide to avoiding costly mistakes and building a system that works

Optrua Marketing
Jan 147 min read
18


CRM for Business Growth: Ditch the Chaos
Lost deals and system chaos? Optrua’s CRM transforms frustration into streamlined success, helping your business grow with ease.

Ryan Redmond
Jan 75 min read
36


The Benefits of Agile CRM for Modern Business Growth
Learn how Agile CRM and Business Portals boost efficiency with faster updates, less downtime, and continuous improvement.

Optrua Marketing
Dec 10, 20245 min read
52


Safeguarding Your Microsoft Dynamics 365 CRM Data
Safeguard your Microsoft Dynamics 365 CRM data with robust security strategies. Learn about encryption, masking, access control, and more.

Ryan Redmond
Dec 3, 20249 min read
37


CRM for Small Business: Safeguarding Your CRM Data
Secure your CRM data to protect customer trust and maintain your competitive edge. Discover key insights and proactive strategies.

Ryan Redmond
Nov 19, 20247 min read
31


How a Customized CRM and Dynamics 365 Sales Drive Success
Boost your ROI with tailored CRM for Dynamics 365 Sales! Discover Optrua Care Plans for customized support & proactive CRM maintenance.

Optrua Marketing
Nov 12, 20245 min read
26


Catch the AI Wave: Copilot Sales 2024 Release Wave 2 - Part 2
Discover AI-driven updates in Microsoft Copilot for Sales, 2024 Release Wave 2, designed to boost productivity and streamline sales.

Ryan Redmond
Nov 5, 20246 min read
37


Catch the AI Wave: Dynamics 365 Sales 2024 Release Wave 2 - Part 1
Explore AI-powered features in Dynamics 365 Sales 2024 Release Wave 2. Boost sales efficiency and growth with Copilot innovations.

Ryan Redmond
Oct 22, 20246 min read
30


Dynamics CRM Maintenance: Why Proactive Beats Reactive Every Time
Enhance CRM support and ensure smooth operations for Dynamics 365 Sales with proactive maintenance through Optrua Care Plans.

Optrua Marketing
Oct 8, 20245 min read
16


From Silos to Synergy: 360° Customer View via CRM Data Integration – Part 3
Gain a 360° customer view with advanced CRM data integration. Break down silos and consolidate data for sustainable business growth.

Ryan Redmond
Oct 1, 20249 min read
31


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.

Ryan Redmond
Sep 17, 20245 min read
44


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.

Optrua Marketing
Sep 10, 20244 min read
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