Learn how to create long-lasting, mutually beneficial customer relationships faster than you can say, “Dynamics 365 Customer Insights – Data.”
Dynamics 365 / CRM

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[Webinar] 7 Habits of CRM Success (and Recovery)
In this session, you’ll learn what it takes to achieve CRM success (even if you’ve already started and need to rethink your project).
[Webinar] Roadmap to (Re)Launching Your D365 or M365 Project
This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project.
Sending Surveys through Dynamics 365 Marketing and Setting ‘Regarding to’ Field
In this tutorial, learn how to combine Dynamics 365 Marketing with Power Automate to set the “Regarding to” field and send customer surveys.
[Webinar] It’s About Time: Better Activity Management with Dynamics 365 CE
Your team can accomplish anything if they use their time wisely. And Dynamics 365 CRM/CE can be an amazing time management solution.
4 Reasons Why Using CRM Helps You Manage Better Sales Meetings
If you're a sales manager who isn't using a CRM solution to manage sales meetings yet, you're not getting the full value of your organization's CRM investment. In this blog, we'll explore why and how to use CRM for sales meetings and the plan you can follow for...
[Webinar] CRM in the C-Suite
Learn the role of the C-suite in managing a CRM project and in using CRM to drive change within the business.
[Webinar] Better Team Meetings with Dynamics 365 CE and Microsoft Teams
Learn practical tips for combining CRM dashboards, Microsoft Teams and SharePoint to better engage your team in regular meetings.
[Webinar] D365 Business Central and Customer Engagement/CRM Integration: Choosing the Best Approach for You
Watch real-life demos and leave with concrete, valuable takeaways about which technology to use and when depending on your business needs.
[Webinar] Business Process Flows: Modeling Processes in the Dataverse and Dynamics 365 CE
Learn what business process flows are, easy steps for creating them, and a simple approach for engaging your team.
[Webinar] GPT and Copilot: Step Into the Future Starting Today
Learn quick steps for getting started with an AI assistant, how to build a long-term plan, and how to use AI to super-humanize your team.
[Webinar] Show Me the Demo! Customer Insights – Data (CDP)
Learn how to create long-lasting, mutually beneficial customer relationships faster than you can say, “Dynamics 365 Customer Insights – Data.”
How to Paste a Picture into Microsoft Teams
When you're using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won't paste! Images not pasting is likely a bug that will be...
[Webinar] 7 Habits of CRM Success (and Recovery)
In this session, you’ll learn what it takes to achieve CRM success (even if you’ve already started and need to rethink your project).
[Webinar] 7 Habits of Modern Collaboration Success (and Recovery) with Microsoft 365
Learn the 7 essential components that every successful digital workplace project must have – and how AI is impacting these habits.
[Webinar] Roadmap to (Re)Launching Your D365 or M365 Project
This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project.
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