CRM and Data Compliance: Ensuring Privacy in the Modern Business Era
Just like the human body runs on blood, the internet runs on data. Something that is like a lifeblood needs more protection, privacy, and selective accessibility. Especially when we have B2B organisations operating and working with each other, there is so much confidential information that needs to be concealed. This is when most businesses fail […]
Mobile-First CRM Solutions: Empowering Remote Sales Teams
Mobile devices are the new HQ for sales. It is not just Australian businesses that depend on it; global companies now rely on mobile. Whether it is field reps, hybrid sellers, or a distributed B2B team, a mobile-first CRM isn’t just nice to have; it is the backbone of an organisation. This CRM is the […]
How Dynamics 365 CRM Enhances Sales Team Productivity
Sales teams worldwide often face significant challenges, including shorter buying cycles, higher customer expectations, and the constant search for qualified leads. Dynamics 365 CRM is designed to take tedious administrative tasks off sellers’ plates, enabling them to act faster. Previously, we explored CRM and marketing automation trends, as well as the top CRM trends shaping […]
The Rise of Industry-Specific ERP: Dynamics 365 Vertical Solutions Explained
As businesses become globalised, more people are looking for a single solution for everything across industries. When selecting an ERP for your company, you have 2 options: a generic ERP or an industry-specific ERP. Yes, a generic ERP will cover most aspects of your business, but you may still need to customise some features and […]
Zero Trust Security in ERP: Protecting Business Data in Dynamics 365 Cloud
The old phrase, “trust but verify,” has now expired quietly. Data privacy is everything in this world, where everything depends on it. Especially when we talk about the businesses using ERP, you are running on data. A minor breach can cause bigger troubles. Therefore, to fill the security gap, zero trust in ERP is only […]
How to Integrate Field Service Bookings with Outlook and Teams for Seamless Scheduling
Field service staff often have to suffer the outcomes of the missed opportunities. Of course, because they cost the company both revenue and reputation. However, if you ask the workers, they claim that they are missing information, or there are timing delays, or they never received the booking. To fill in the gap, companies are […]
How to Manage Security Roles & Permissions in Dynamics 365
Managing security roles and permissions in Dynamics 365 is essential for ensuring that users have the appropriate level of access across the system. While Dynamics 365 is well-known for being a powerful cloud-based ERP and CRM platform, many organisations struggle with configuring and maintaining security roles correctly. These roles determine who can view, create, edit, […]
Why Every Business Needs a Unified CRM and Marketing Automation Strategy in 2025
When discussing CRM trends 2025, one thing stands out — the growing shift toward unified and AI-driven solutions. According to the studies and statistics on Salesforce, 75% of marketers are implementing AI in their strategies. Now, what does it have to do with CRM? It relates to the new demand for unified CRM. The modern […]
Top CRM Trends to Watch in 2025: AI, Automation, and Personalisation
Fragmented systems and inefficient processes often keep small businesses stuck in the cycle of struggle. However, the way the world has drastically changed in the past few decades. The AI has taken over most industries, and therefore, AI-powered CRM is the central demand for every business. But is the AI all we need to watch […]
Step-by-Step Guide: Email Synchronisation in Dynamics 365 CRM
Easy access to an email is still a corporate dream for many organisations. The good news is that it is no longer a far-fetched idea because Dynamics 365 has already made it easy. Integrating email with Dynamics 365 CRM can transform how you manage customer relationships and other internal communications. It syncs your contacts and, […]
