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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 views
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 views
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 views
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 views
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 views
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 views
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 views
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 views
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 views
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 views
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 views
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 views
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