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The Optrua Blog
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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
8 min read


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
16 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
5 min read


AI Sales Engagement, Part 1: Transforming the Modern Sales Process
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
7 min read


AI Sales Engagement, Part 2: Building a Copilot Workflow with Dynamics 365 Sales
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
9 min read


CRM Failure: How It All Fell Apart at Go-Live
Some CRM failures don’t happen overnight—they unfold step by step. In this final post in our CRM Horror Stories series, we unpack a go-live gone wrong: unstable data, late-stage scope creep, and a training plan that collapsed under pressure. But this isn’t just a horror story—it’s a playbook of what not to do. If you want your CRM implementation to succeed, start by learning from this final failure.

Ryan Redmond
11 min read
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