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The Optrua Blog
Get practical tips for
Microsoft CRM, AI,
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From Data Silos to Synergy: 360° Customer View via Data Integration - Part 1
Discover how to break down data silos and achieve a 360° customer view with simple integration techniques for small and mid-sized businesses

Ryan Redmond
Sep 3, 20246 min read
108


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.

Optrua Marketing
Aug 13, 20244 min read
23


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.

Ryan Redmond
Aug 6, 20244 min read
33


CRM for Small Business: Simplify CRM Complexity for Growth - Part 2
Implementing CRM for Small Business doesn't have to be complicated. In this blog, we explore how to simplify CRM complexities, streamline your processes, and unlock growth potential for your small business.

Ryan Redmond
Jul 30, 20246 min read
52


CRM for Small Business: Simplify CRM Complexity for Growth - Part 1
CRM complexity can overwhelm small business teams, slowing growth and creating inefficiencies. In this post, we break down practical ways to simplify your CRM, streamline your operations, and build a foundation for long-term success—without the chaos.

Ryan Redmond
Jul 23, 20244 min read
20


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

Ryan Redmond
Jul 9, 20245 min read
30


CRM Outsourcing: Beyond the Unicorn Myth
CRM outsourcing isn’t just a buzzword—it’s a practical strategy for small to midsize businesses looking to streamline operations, reduce internal strain, and scale effectively. In this blog, we explore what CRM outsourcing really means, why it’s gaining traction, and how to move beyond the unicorn myths to find real-world value.

Ryan Redmond
Jun 25, 20245 min read
8


Copilot Studio + Dynamics 365 Sales: Better Together - Part 1
Dynamics 365 Sales is transforming the way teams connect, sell, and grow. In this post, we explore how pairing it with Copilot Studio unlocks a smarter, more efficient sales experience—one where AI supports every step, from lead capture to closing deals.

Ryan Redmond
Jun 4, 20244 min read
222


How Optrua Helps Enhance Employee Engagement
Employee engagement isn't just a feel-good metric—it’s a key driver of productivity and retention. In this blog, we explore how Optrua helps organizations enhance employee engagement by aligning technology, processes, and communication to create a more connected and motivated workforce.

Ryan Redmond
May 21, 20247 min read
13


Technology Roadmap: Your Ticket to Innovation
A well-defined Technology Roadmap is more than a plan—it’s your guide to innovation. In this blog, we break down how a strategic roadmap helps align technology investments with business goals, prioritize initiatives, and create a clear path to digital transformation.

Ryan Redmond
May 14, 20246 min read
24


The Double-Edged Sword of Employee Engagement Technology
Employee engagement technology can be a game-changer—boosting communication, recognition, and connection in today’s digital workplaces. But when overused or poorly managed, it can also lead to burnout and disengagement. This blog explores both sides of the coin and offers strategies to make tech a true ally in your engagement efforts.

Ryan Redmond
May 7, 20247 min read
31


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

Ryan Redmond
Apr 23, 20246 min read
16


Modern CRM Adoption: Leverage Low-Code Tools and Expert Guidance
Modern CRM goes beyond out-of-the-box software—it demands rapid customization and expert support. Leverage low-code Power Platform tools to tailor Dynamics 365 CRM, and rely on seasoned consultants to ensure strategic alignment, smooth adoption, and lasting efficiency.

Ryan Redmond
Apr 9, 20249 min read
29


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
Mar 26, 20247 min read
28


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
Mar 12, 20246 min read
797


AI Unleashed: Shaping the Future of Business
AI Unleashed takes you inside a state-of-the-art laboratory where robots collaborate with scientists under vibrant holographic displays. From city-scale digital twins to human-machine symbiosis, explore how cutting-edge artificial intelligence innovations are redefining tomorrow’s possibilities.

Ryan Redmond
Feb 27, 20245 min read
8


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
Jan 30, 202412 min read
22


Maximizing Sales with Microsoft AI Copilot Tools
Maximizing Sales isn’t just a target—it’s a systematic approach combining analytics, automation, and personalized outreach. In this article, you’ll learn how to use data-driven insights to identify high-potential leads, implement workflow automations for timely engagement, and tailor messaging to customer needs. These strategies empower your team to close deals faster, improve conversion rates, and drive sustainable revenue growth.

Ryan Redmond
Dec 14, 202310 min read
18


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
Nov 28, 202313 min read
26


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
Nov 16, 20233 min read
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