CRM vs ERP – What are the differences?
The IT industry is full of acronyms. Even the industry name itself, meaning information technology, is an acronym. People who work in technology tend to throw them around assuming people…
Dynamics 365 Sales
How CRM Helps You Manage and Convert Leads More Effectively
For sales teams in small and medium-sized enterprises (SMEs), managing leads efficiently is a constant challenge. Many businesses still rely on outdated methods such as spreadsheets or handwritten notes, leading…
8 Things to Consider When Thinking About a CRM System
Moving to a Customer Relationship Management (CRM) system can be a transformative step for any company, especially small and medium-sized enterprises (SMEs) ready to grow and evolve their operations. Yet,…
How CRM Dashboards Provide Business Leaders with Real-Time Sales Insights
For Managing Directors, CEOs, and Sales Directors, gaining clear visibility into overall sales performance can be a challenge. With sales teams handling numerous deals, leads, and interactions, it is crucial…
NEW Replacement for Account Hierarchy Controls in Dynamics 365
The hierarchy control in Dynamics 365, enabling users to visualise parent/ child relationships between Account records was deprecated in October 2024. Screen shots of the now deprecated hierarchy control have…
Dynamics 365 2025 Release Wave 2: Sales, Customer Service, and Model-Driven Apps
Microsoft’s 2025 Release Wave 2, rolling out from October 2025 to March 2026, brings a wealth of powerful new features and enhancements across Dynamics 365 Sales, Customer Service, and Model-Driven…
How Copilot for Sales can help improve efficiency and drive sales
What is Copilot for Sales? Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a…
Dynamics CRM vs Dynamics 365 Sales: What are the differences?
Dynamics 365 Sales is a cloud-based CRM platform, while Dynamics CRM was originally offered as an on-premise solution. In this article, we look at the differences between them. When you…
Dynamics 365 Sales 2025 Release Wave 1 Features
As most customers will already be aware, Microsoft releases it’s updates for Dynamics 365, in 2 “release waves”. Dynamics 365 Release Waves are biannual updates that introduce new features and improvements…
How CRM Software Can Streamline Business Operations for SMEs
[ez-toc] Small and medium-sized enterprises (SMEs) play a vital role in the UK economy, accounting for over 99% of all businesses (Source: forbes.com). However, operating a small or medium sized…
#FindOutMoreFriday: Dynamics 365 Sales 2024 Release Wave 2 Update
Welcome to our latest #FindOutMoreFriday video. Every week we are running a series of free training sessions covering a variety of subjects including Microsoft Dynamics 365 CRM & Microsoft Dynamics 365 Business Central, SuperOffice…
#FindOutMoreFriday: Work Assignment in Dynamics 365 Sales.
Welcome to our latest #FindOutMoreFriday video. Every week we are running a series of free training sessions covering a variety of subjects including Microsoft Dynamics 365 CRM & Microsoft Dynamics 365 Business Central, SuperOffice…