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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.

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

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.