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Discover how the Optrua Care Plan keeps Dynamics CRM efficient with regular updates, ensuring agility and improved customer experiences.

Discover the benefits and challenges of rapid CRM development. Accelerate growth and boost efficiency with a flexible, agile approach.

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.

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.

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.

Tired of juggling emails and file-sharing links just to get documents to clients? Power Portal simplifies secure client collaboration by giving external users direct access to the information they need—no extra logins, no confusion. In this blog, we show how businesses are using Power Portal to streamline document sharing, improve transparency, and elevate the client experience.

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.

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.

Welcome to Part 2 of my blog about transforming sales engagement with Copilot Studio and Dynamics 365 Sales. In this article, I demonstrate