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


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
4 min read


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
9 min read


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
6 min read


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
10 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
4 min read
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