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<meta name="generator" content="WordPress 7.1.3" />
<style>
.author-block {
display: flex;
align-items: flex-start;
margin-top: 2em;
gap: 1em;
background: #f0f0f0;
padding: 10px;
}
.author-block__image img { max-width: 120px; height: auto; border-radius: 4px; }
.author-block__text { flex: 1; }
.author-block__by { margin: 0 0 .5em; font-weight: bold; }
.author-block__bio { margin: 0 0 .5em; line-height: 1.5; }
.author-block__linkedin a { font-size: .9em; text-decoration: none; }
.author-block__page-link { margin-top: .25em; }
.author-block__page-link a { font-size: .9em; text-decoration: none; }
@media (max-width: 600px) {
.author-block { flex-direction: column; }
.author-block__image { margin-bottom: 1em; }
}
</style>
<script>document.createElement( "picture" );if(!window.HTMLPictureElement && document.addEventListener) {window.addEventListener("DOMContentLoaded", function() {var s = document.createElement("script");s.src = "https://www.crmsoftwareblog.com/wp-content/plugins/webp-express/js/picturefill.min.js";document.body.appendChild(s);});}</script><meta name="tec-api-version" content="v1"><meta name="tec-api-origin" content="https://www.crmsoftwareblog.com"><link rel="alternate" href="https://www.crmsoftwareblog.com/wp-json/tribe/events/v1/" /><script>document.documentElement.className += " js";</script>
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<!-- End Google Tag Manager for WordPress by gtm4wp.com --> <style id="wpp-loading-animation-styles">@-webkit-keyframes bgslide{from{background-position-x:0}to{background-position-x:-200%}}@keyframes bgslide{from{background-position-x:0}to{background-position-x:-200%}}.wpp-widget-block-placeholder,.wpp-shortcode-placeholder{margin:0 auto;width:60px;height:3px;background:#dd3737;background:linear-gradient(90deg,#dd3737 0%,#571313 10%,#dd3737 100%);background-size:200% auto;border-radius:3px;-webkit-animation:bgslide 1s infinite linear;animation:bgslide 1s infinite linear}</style>
<link rel="icon" href="https://www.crmsoftwareblog.com/wp-content/uploads/cropped-Image-1-28-21-at-4.33-PM-32x32.jpg" sizes="32x32" />
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<style id="wp-custom-css">
/*Fix Ombed Issue*/
/* Final override for Astra embeds */
.yt-embed {
position: relative;
padding-top: 56.25%; /* 16:9 aspect ratio */
height: 0;
overflow: hidden;
max-width: 100%;
}
.yt-embed iframe {
position: absolute;
inset: 0;
width: 100%;
height: 100%;
border: 0;
display: block;
}
/* Fix for oEmbed video overlap */
/* Universal fix for oEmbed video overlap on all post types */
article .entry-content .ast-oembed-container {
position: relative !important;
padding-bottom: 56.25% !important; /* This creates the 16:9 aspect ratio */
height: 0 !important;
overflow: hidden; /* Ensures nothing spills out */
}
/* This makes the actual video fill the container we just shaped */
article .entry-content .ast-oembed-container iframe {
position: absolute;
top: 0;
left: 0;
width: 100%;
height: 100%;
}
/* 1) Neutralize Astra's wrapper so it stops forcing its own height logic */
.entry-content .ast-oembed-container {
position: static !important; /* beat Astra's position:relative */
padding: 0 !important; /* remove the 56.25% padding trick */
height: auto !important; /* override Astra's trailing height:auto */
overflow: visible !important; /* unclip children */
max-width: 100%;
}
/* 2) Make YouTube iframes responsive with modern CSS (no wrapper needed) */
.entry-content iframe[src*="youtube.com"],
.entry-content iframe[src*="youtube-nocookie.com"] {
display: block;
width: 100%;
aspect-ratio: 16 / 9; /* modern, reliable */
height: auto; /* let aspect-ratio drive the height */
border: 0;
}
/* (Optional) Cover Vimeo too */
.entry-content iframe[src*="player.vimeo.com"] {
display: block;
width: 100%;
aspect-ratio: 16 / 9;
height: auto;
border: 0;
}
/*
Single Column on Profile Page*/
@media (min-width: 922px) {
.member-page.content-area {
width: 100% !important;
border-right: none !important;
}
}
/* ???? Force logo to a readable size on small screens */
.widget_custom_html > *, .widget_text > *, .widget_links > *, .widget_categories > *,
.widget_media_image > *,
.widget_il_top_posts > * {
display: block !important;
width: 277.998px !important;
margin-left: auto !important;
margin-right: auto !important;
}
/* make sidebar display below the content on mobile */
@media (max-width: 768px) {
.widget_custom_html > *, .widget_text > *, .widget_links > *, .widget_categories > *, .widget_media_image > *, .widget_il_top_posts > * {
width: 100% !important;
max-width: 400px;
}
}
.entry-meta {
line-height: 1.45;
color: #0274BE;
display: inline-block;
}
.rss_sidebar {
width: 274px;
}
@media (max-width: 768px) {
.custom-logo {
height: auto !important;
max-height: none !important;
width: 100% !important;
max-width: 300px; /* or 90% if you want it fluid */
}
.rss_sidebar {
width: 100%;
max-width: 400px;
}
.textwidget img { width: 100%;
}
.site-logo-img {
display: flex;
justify-content: flex-start; /* or center if preferred */
align-items: center;
}
}
.entry-title.ast-blog-single-element {
display: none !important
}
/*Remove underlines on links*/
a:where(:not(.wp-element-button)) {
text-decoration: none;
}
a:hover {
text-decoration: underline;
}
/* fix for review spacing */
.wpcr3_review_author {
margin-left: 6px;
}
.wpcr3_caps {
margin-left: 6px;
}
.wpcr3_item_name {
margin-left: 6px;
}
/* Hide Elements on Post Pages */
.post-type-post div#wpcr3-meta-box {
display: none !important;
}
.authorarchiveTitle {
margin-bottom: 30px;
}
.ast-header-html > div > p {
font-size: 15px !important;
padding-left: 90px
}
.ast-article-post > h1 > a {
font-size: 32px !important;
}
.youtube {
background-color: #000;
margin-bottom: 30px;
position: relative;
padding-top: 56.25%;
overflow: hidden;
cursor: pointer;
}
.youtube img {
width: 100%;
top: -16.84%;
left: 0;
opacity: 0.7;
}
.youtube .play-button {
width: 90px;
height: 60px;
background-color: #333;
box-shadow: 0 0 30px rgba( 0,0,0,0.6 );
z-index: 1;
opacity: 0.8;
border-radius: 6px;
}
.youtube .play-button:before {
content: "";
border-style: solid;
border-width: 15px 0 15px 26.0px;
border-color: transparent transparent transparent #fff;
}
.youtube img,
.youtube .play-button {
cursor: pointer;
}
.youtube img,
.youtube iframe,
.youtube .play-button,
.youtube .play-button:before {
position: absolute;
}
.youtube .play-button,
.youtube .play-button:before {
top: 50%;
left: 50%;
transform: translate3d( -50%, -50%, 0 );
}
.youtube iframe {
height: 100%;
width: 100%;
top: 0;
left: 0;
}
.entry-content p {
font-size: 110%;
}
/**
Theme Name: CRM Software Blog Theme
Author: Interactive Limited
Author URI: https://interactivelimited.com
Description: Astra is the fastest, fully customizable & beautiful theme suitable for blogs, personal portfolios and business websites. It is very lightweight (less than 50KB on frontend) and offers unparalleled speed. Built with SEO in mind, Astra comes with schema.org code integrated so search engines will love your site. Astra offers plenty of sidebar options and widget areas giving you a full control for customizations. Furthermore, we have included special features and templates so feel free to choose any of your favorite page builder plugin to create pages flexibly. Some of the other features: # WooCommerce Ready # Responsive # Compatible with major plugins # Translation Ready # Extendible with premium addons # Regularly updated # Designed, Developed, Maintained & Supported by Brainstorm Force. Looking for a perfect base theme? Look no further. Astra is fast, fully customizable and beautiful theme!
Version: 1.0.0
License: GNU General Public License v2 or later
License URI: http://www.gnu.org/licenses/gpl-2.0.html
Text Domain: crm-software-blog-theme
Template: astra
*/
/*Mobile Adjustments*/
.ast-header-break-point .site-branding img, .ast-header-break-point #masthead .site-logo-img .custom-logo-link img {
max-width: 100%;
}
@media only screen and (max-width: 600px) {
td, th {
padding: 8px;
text-align: left;
border-width: 0 1px 1px 0;
max-width: 130px;
}
}
/*Blog Title Elements*/
.blog_logo {
min-width: 80px;
height: 80px;
overflow: hidden;
margin-right:10px;
float:left;
}
.blog_title {
float:left;
}
.archive-header, .erf-content-above {
font-size: 25px;
margin-bottom: 30px;
border-bottom-color: #499645;
border-bottom-style: solid;
border-bottom-width: 3px;
line-height: 33px;
padding-bottom: 10px;
}
.blog_title_container .entry-title{
/*display:flex;*/
width: calc(100% - 90px) !important;
}
/*Sidebar Elements*/
#iquote, #directory-button, #directory-button-1, #directory-button-2,#directory-button-3 {
background: #dfdfdf url(/wp-content/themes/crm-astra-child/images/iquote_gradient.png) bottom repeat-x;
-webkit-border-radius: 5px;
-moz-border-radius: 5px;
border: 1px solid #937d27;
width: 274px;
height: 60px;
margin-bottom: 20px;
padding-top: 5px;
text-align: center;
cursor: pointer;
font-size:18px;
font-weight:700;
line-height:21.6px;
outline-color: rgb(0, 31, 69);
}
#iquote a {
color: rgb(0, 31, 69);
}
.page-item {
font-size: 20px;
list-style: none;
margin-bottom: 15px;
padding-bottom: 15px;
/*border-bottom-color: grey;
border-bottom-width: 3px;
border-bottom-style: solid;*/
}
.page-item-no-image {
font-size: 20px;
list-style: none;
margin-bottom: 15px;
padding-bottom: 15px;
border-bottom: none;
}
.page-item-logo{
border-width: 0px;
max-height:60px
}
.rss {
background: #dfdfdf url(/wp-content/themes/crm-astra-child/images/rss_gradient.png) bottom repeat-x;
-webkit-border-radius: 5px;
-moz-border-radius: 5px;
border: 1px solid #937d27;
width: 100%;
margin: 0;
padding: 0 10px 0 10px;
max-height: 110px;
}
.rss .left {
float: left;
width: 75px;
padding: 5px 0;
padding-top: 5px;
padding-right: 0px;
padding-bottom: 5px;
padding-left: 0px;
}
.rss .right {
float: right;
width: 150px;
padding: 5px 0;
}
.right p {
margin-bottom: 0px;
}
.rss .right .email {
border: 1px solid #8199a3;
height: 20px;
width: 145px;
margin-bottom: 8px;
}
.rss .right .submit_email {
background: #fff url(/wp-content/themes/crm-astra-child/images/more_link.png) repeat-x;
border: 1px solid #05346e;
-webkit-border-radius: 5px;
-moz-border-radius: 5px;
margin: 0 0 0 2px;
padding: 3px 10px;
font-size: 13px;
font-weight: 700;
color: #fff;
cursor: pointer;
}
#sidebar ul p, #sidebar ul select {
margin: 5px 0 8px;
margin-top: 5px;
margin-right: 0px;
margin-bottom: 8px;
margin-left: 0px;
}
/*sidebar Select Language*/
.execphpwidget select {
padding: 5px 0 5px 0;
}
.execphpwidget input {
background-color: white;
padding: 5px 5px;
color: rgb(2, 116, 190);
border-color: rgb(2, 116, 190);
}
.lable-filters {
font-size: 12px;
font-weight: 500;
}
.postform {
font-size: 13px;
padding: 1px;
}
.grid_1, .grid_2, .grid_3, .grid_4, .grid_5, .grid_6, .grid_7, .grid_8, .grid_9, .grid_10, .grid_11, .grid_12, .grid_13, .grid_14, .grid_15, .grid_16 {
display: inline;
float: left;
margin-left: 10px;
margin-right: 10px;
}
.grid_12.alpha.isv-categories{
line-height: 1;
border-bottom-color: #000;
border-bottom-style: solid;
border-bottom-color: #1c6fd1;
border-bottom-width: thick;
padding-bottom: 8px;
min-width: 100%;
margin-bottom:25px;
}
table.data td.data-head {
background-color: #333;
color: #fff;
font-weight: bold;
text-align: center;
}
.data {
margin-top: 20px;
}
div.whitepaper_form {
width: 80%;
margin: 15px auto 10px;
border-color: #1b558d;
border-width: 1px;
border-style: solid;
color: #000;
font-family: Arial,Helvetica,sans-serif;
}
.whitepaper_form .heading {
background: #001938;
}
.whitepaper_form h4 {
font-size: 14px;
line-height: 1;
font-weight: 700;
padding: 8px 15px;
color: #fff;
}
.whitepaper_form_bg {
background-color: #f5f5f5;
padding: 10px 0 0;
}
.whitepaper_form {
color: #000;
font-family: Arial,Helvetica,sans-serif;
}
.whitepaper_form_wait {
background-color: #f5f5f5;
padding: 15px;
text-align: center;
}
#frm_contact table tr.phone {
display: none;
}
.whitepaper_form table td.wp_label {
text-align: right;
padding: 4px 5px 2px 15px;
}
.whitepaper_form table td {
font-size: 13px;
}
.whitepaper_form table td.wp_label {
text-align: right;
}
input.wp_form, select.wp_form {
width: 100%;
}
td.wp_submit {
padding: 5px 0 15px;
}
.erp-members-list {
text-align:center;
}
.blog-layout-1 {
width: 100%;
display: inline-block;
padding-bottom: 2em;
vertical-align: middle;
border-bottom: 3px solid #eee;
}
.single-isv-product #middle {
background:none;
}
#content h2.isv-addon-title{
color: #001f45;
font-size:xx-large;
border-bottom: 4px solid #ea9e07;
padding-bottom: 20px;
margin-bottom:10px;
}
#content h2.isv-addon-title.verified {
background-image: url('/wp-content/themes/crm-astra-child/images/verified.png');
background-position: right;
background-repeat: no-repeat;
}
.isv-product-extra-info {
color: gray;
font-weight: bold;
}
.isv-product-extra-info span{
color: #333;
}
.isv-big-buttons{
margin-top:10px;
}
.isv-big-buttons a{
display: inline-block;
padding: 10px 15px;
margin-right: 20px;
border: 2px solid black;
color: #fff;
font-size: large;
text-decoration: none;
}
.isv-big-buttons a:hover{
color: #000000;
}
a.isv-button-demo{
background-color: #499645;
}
a.isv-button-download {
background: #0c79ba !important;
padding: 10px 15px !important;
}
a.isv-button-request {
background-color: #eb9e24;
margin-right:0;
}
a.isv-button-visit {
background-color: #af3032;
}
.isv-product-modal {
display: none; /* Hidden by default */
position: fixed; /* Stay in place */
z-index: 10; /* Sit on top */
padding-top: 50px; /* Location of the box */
left: 0;
top: 0;
width: 100%; /* Full width */
height: 100%; /* Full height */
overflow: scroll; /* Enable scroll if needed */
background-color: rgb(0,0,0); /* Fallback color */
background-color: rgba(0,0,0,0.4); /* Black w/ opacity */
}
/* Modal Content */
.isv-product-modal-content {
background-color: #fefefe;
margin: auto;
padding: 20px;
border: 1px solid #888;
width: 600px;
min-width: 600px;
padding-top: 180px;
padding-bottom: 50px;
}
a.post-button-viewposts {
background-color: #499645;
}
/* The Close Button */
.isv-product-close {
color: #aaaaaa;
float: right;
font-size: 28px;
font-weight: bold;
}
.isv-product-close:hover,
.isv-product-close:focus {
color: #000;
text-decoration: none;
cursor: pointer;
}
.isv-product-modal-content .erf-container{
position:inherit!important;
}
#ask_author p, #ask_author_link a, #ask_author_link a:active, #ask_author_link a:visited {
color: #001f45;
text-decoration: none!important;
text-shadow: #fff 1px 1px 2px;
}
#ask_author p {
text-align: center;
font-size: 15px;
line-height: 1.2em;
font-weight: bold;
padding: 7px;
margin: 0 0 0 0;
text-decoration: none;
}
#ask_author {
background: #f4db00;
-webkit-border-radius: 5px;
-moz-border-radius: 5px;
border: 1px solid #937d27;
width: 150px;
margin: 0 0 0 0;
padding: 0;
text-align: center;
cursor: pointer;
}
a.widget-button {
color: #001f45;
}
a.widget-button:hover {
color: #0274be;
}
a#directory-button-click {
color: #001f45;
}
a#directory-button-click:hover {
color: #0274be;
}
.text_field_10032 {
border: 1px solid #ccc !important;
color: #000 !important;
margin: 1px 0 !important;
padding: 2px 1px !important;
background: #fff !important;
}
.main-navigation ul {
list-style: none;
margin: 0;
padding-left: 0;
position: relative;
font-weight: 600;
}
#content div.member-info-box {
margin-left: 10px;
margin-bottom: 5px;
margin-top: 15px;
float: right;
width: 40%;
}
.member-info {
float: right;
width: 270px;
border: 1px solid #ccc;
margin-left: 10px;
margin-bottom: 5px;
padding:10px;
}
.clearfix::after {
clear: both;
content: '.';
display: block;
visibility: hidden;
height: 0;
}
html[xmlns] .clearfix {
display: block;
}
.clearfix {
clear: both;
}
.ast-single-post-order {
float: left;
margin-bottom: 50px;
margin-left: 10px;
}
#content .post h1 {
display: inline-block;
}
.widget ul {
line-height: 20px;
}
.page-template-page-member #content .post h1 {
display: inline;
}
@media only screen and (max-width: 700px) {
.page-template-page-member #content .post h1 {
display: inline-block;
}
#content div.member-info-box {
width: 100%;
}
.member-info {
width: 100%;
}
}
.entry-title {
font-size: 32px !important;
}
.authorarchiveTitle {
margin-bottom: 30px;
}
a.isv-button-visit {
background-color: #0274b9;
}
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/keeping-digital-customer-engagement-human-in-dynamics-365/" rel="bookmark">Keeping Digital Customer Engagement Human in Dynamics 365</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Logan Consulting"
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<span
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Logan Consulting </span>
</a>
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/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 20, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Automated emails, routed cases, and AI-drafted replies have made customer engagement faster than ever. Customers rarely remember speed, though. They remember whether they felt heard, and that gets harder to […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/keeping-digital-customer-engagement-human-in-dynamics-365/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68518" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/semi-automatic-automation-when-a-dynamics-365-process-shouldnt-run-itself/" rel="bookmark">Semi-Automatic Automation: When a Dynamics 365 Process Shouldn’t Run Itself</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 20, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Every Dynamics 365 organization has a process someone wants to “just automate.” Renewal reminders. Annual contract notices. The once-a-year check-in with every account. The request usually arrives as a short […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/semi-automatic-automation-when-a-dynamics-365-process-shouldnt-run-itself/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68511" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/velosio/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/velosio-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/velosio-square.jpg" alt="View Velosio's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/modernize-crm-with-microsoft-dynamics-365-fo-integration/" rel="bookmark">Modernize CRM with Microsoft Dynamics 365 F&O Integration</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Velosio"
href="https://www.crmsoftwareblog.com/profile-page/velosio/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Velosio </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Running Microsoft Dynamics 365 Finance and Operations and CRM as separate systems creates more than extra work. It leads to outdated records, duplicate entries, manual re-entry, and teams working from […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/modernize-crm-with-microsoft-dynamics-365-fo-integration/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-66559" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/why-teams-spend-weeks-choosing-a-crm-but-only-minutes-designing-a-crm-pipeline/" rel="bookmark">Why Teams Spend Weeks Choosing a CRM—but Only Minutes Designing a CRM Pipeline</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>It’s one of the most common patterns we see. A company spends weeks evaluating CRM systems—comparing pricing, watching demos, debating features, and narrowing down vendors. Eventually, they choose a platform […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/why-teams-spend-weeks-choosing-a-crm-but-only-minutes-designing-a-crm-pipeline/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68468" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dexpro801.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dexpro801.jpg" alt="View Dexpro Dynamics's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/salesforce-to-dynamics-365-asset-manager/" rel="bookmark">Why a Global Asset Manager Replaced Salesforce with Microsoft Dynamics 365 Sales</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Dexpro Dynamics"
href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/" rel="author"
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<span
class="author-name" itemprop="name" >
Dexpro Dynamics </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A global institutional asset manager serving insurance companies needed a CRM that could better support its growth, Microsoft 365 environment, marketing requirements, and regulatory obligations. Rising Salesforce licensing and operating […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/salesforce-to-dynamics-365-asset-manager/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68504" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/plauti/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png" alt="View Plauti's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/a-power-bi-dashboard-can-show-you-duplicate-records-in-dynamics-365-ce-it-cant-fix-them/" rel="bookmark">A Power BI dashboard can show you duplicate records in Dynamics 365 CE. It can't fix them.</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Plauti"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Plauti </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A Power BI report can tell you how many duplicate records sit in your Dynamics 365 CE environment. It cannot merge a single one. You probably built the report because […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/a-power-bi-dashboard-can-show-you-duplicate-records-in-dynamics-365-ce-it-cant-fix-them/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68491" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/improve-crm-adoption-benefits-agency/" rel="bookmark">5 Ways to Improve CRM Adoption in an Employee Benefits Agency</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Ryan Plourde ForgeXRM"
href="https://www.crmsoftwareblog.com/profile-page/forgexrm/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Ryan Plourde ForgeXRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 17, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Employee benefits agencies can improve CRM adoption by reducing extra data entry, connecting CRM with applications employees already use, and making it easier to capture client activity as part of […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/improve-crm-adoption-benefits-agency/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68363" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/western-computer/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/western-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/western-square.jpg" alt="View Western Computer's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/5-ways-copilot-in-dynamics-365-sales-saves-reps-time/" rel="bookmark">5 Ways Copilot in Dynamics 365 Sales Saves Reps Time</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sierra Toman"
href="https://www.crmsoftwareblog.com/profile-page/western-computer/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sierra Toman </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Discover how Copilot in Dynamics 365 Sales can simplify CRM tasks, help reps analyze sales data, and improve daily workflows. Watch the recorded webinar. Watch the webinar Key Highlights Dynamics […]</p>
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dexpro801.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dexpro801.jpg" alt="View Dexpro Dynamics's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/hubspot-to-dynamics-365-sales-healthcare/" rel="bookmark">Healthcare Technology Company Moves from HubSpot to Microsoft Dynamics 365 Sales</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Dexpro Dynamics"
href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Dexpro Dynamics </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A growing healthcare technology company needed a better way to manage leads, opportunities, customer relationships, and sales reporting. Its information was spread across HubSpot, spreadsheets, and other systems, leaving the […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/hubspot-to-dynamics-365-sales-healthcare/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68272" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/purely-crm/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Endeavor4-Square-600-White-Background.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Endeavor4-Square-600-White-Background.jpg" alt="View Endeavor4 CRM's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/building-the-foundation-for-data-analytics-and-ai/" rel="bookmark">Building the Foundation for Data, Analytics, and AI</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Endeavor4 CRM"
href="https://www.crmsoftwareblog.com/profile-page/purely-crm/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Endeavor4 CRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Building the Foundation for Data, Analytics, and AI As organizations continue exploring AI, we're seeing a common challenge emerge. The question is rarely which AI tool to choose. More often, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/building-the-foundation-for-data-analytics-and-ai/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68454" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/call-email-or-wait-next-best-action-decides-in-dynamics-365/" rel="bookmark">Call, Email or Wait? Next Best Action Decides in Dynamics 365</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Dynamics 365 shows you exactly where you are: every lead, case and opportunity, mapped in fine detail. What it doesn’t say is where to turn next. So reps scroll, guess […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/call-email-or-wait-next-best-action-decides-in-dynamics-365/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68432" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/syvantis-technologies-inc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Syvantis-Square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Syvantis-Square.jpg" alt="View Syvantis Technologies, Inc.'s Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/so-many-ways-to-search-records-in-dynamics-365-crm-when-do-you-use-each-one/" rel="bookmark">So many ways to search records in Dynamics 365 CRM! When do you use each one?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Syvantis Technologies, Inc."
href="https://www.crmsoftwareblog.com/profile-page/syvantis-technologies-inc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Syvantis Technologies, Inc. </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 15, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>When you need to find something in Dynamics 365 CRM, you want to find it fast. Here, we encounter a double-edged sword: the CRM system, encompassing a multitude of accounts, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/so-many-ways-to-search-records-in-dynamics-365-crm-when-do-you-use-each-one/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68395" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/meeting-to-know-where-things-stand-dynamics-365/" rel="bookmark">If It Takes a Meeting to Know Where Things Stand, Dynamics 365 Isn’t Doing Its Job</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 14, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most Dynamics 365 teams spend part of every day asking questions the system already knows the answer to. Where are we with this quote? Who has the baton on this […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/meeting-to-know-where-things-stand-dynamics-365/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68398" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/dynamics-365-contact-center-three-ways-to-reduce-replatforming-risk-before-implementation/" rel="bookmark">Dynamics 365 Contact Center: Three Ways to Reduce Replatforming Risk Before Implementation</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 14, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Microsoft Dynamics 365 Contact Center often enters the conversation when an organization reaches a renewal, faces rising costs, or wants to reduce the complexity of its current contact center stack. […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/dynamics-365-contact-center-three-ways-to-reduce-replatforming-risk-before-implementation/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68426" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/plauti/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png" alt="View Plauti's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/plauti-unifies-its-data-quality-tools-into-one-platform-to-help-crm-teams-get-their-data-ready-for-ai/" rel="bookmark">Plauti Unifies Its Data Quality Tools Into One Platform to Help CRM Teams Get Their Data Ready for AI</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Plauti"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Plauti </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 14, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>ARNHEM, the Netherlands, Oct. 14, 2026 - Plauti, which builds data quality software for teams running Salesforce and Microsoft Dynamics 365 CE, announced a new company-wide positioning and a redesigned […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/plauti-unifies-its-data-quality-tools-into-one-platform-to-help-crm-teams-get-their-data-ready-for-ai/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68387" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/the-field-stories-where-maps-in-dynamics-365-became-the-hero/" rel="bookmark">The Field Stories Where Maps in Dynamics 365 Became the Hero</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Inogic"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Inogic </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 14, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Field sales and service work doesn't usually make for dramatic storytelling. It's appointments, drive time, and paperwork. But now and then, a normal Tuesday turns into something closer to a […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/the-field-stories-where-maps-in-dynamics-365-became-the-hero/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68370" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/two-days-lost-annual-planning-dynamics-365-problem/" rel="bookmark">Two Days Lost to Annual Planning? That's a Dynamics 365 Problem, Not a Sales Problem</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 13, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Every fall, sales teams across manufacturing and distribution get pulled together to plan next year. And in a lot of Dynamics 365 shops, that planning still happens in Excel, not […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/two-days-lost-annual-planning-dynamics-365-problem/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68378" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/emfluence-marketing-platform/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/emfluence-Domino-Logo-80x80-1.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/emfluence-Domino-Logo-80x80-1.png" alt="View emfluence Marketing Platform's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/dynamics-365-sales-marketing-automation/" rel="bookmark">Beyond Lead Handoffs: Connecting Sales Activity to Marketing Automation in Dynamics 365</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by emfluence Marketing Platform"
href="https://www.crmsoftwareblog.com/profile-page/emfluence-marketing-platform/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
emfluence Marketing Platform </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 13, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>For many organizations using Microsoft Dynamics 365, connecting sales and marketing starts with making sure both teams have access to the same contact information. Leads are captured, records are updated, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/dynamics-365-sales-marketing-automation/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68327" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/dynamics-365-customization-guide/" rel="bookmark">Dynamics 365 Customization Guide: What’s Worth It and What We Usually Advise Against</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 12, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Have you ever opened a Dynamics 365 account record and wondered, "Do we really need all of this?" A field gets added. Then another. Someone requests a custom form. A […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/dynamics-365-customization-guide/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68357" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/how-to-restore-data-in-dynamics-365-records-deleted-data-and-snapshots/" rel="bookmark">How to Restore Data in Dynamics 365: Records, Deleted Data, and Snapshots</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 12, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>You can restore data in Dynamics 365 in two ways: roll the entire environment back to a Microsoft system backup, or restore only the damaged records with a backup solution […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/how-to-restore-data-in-dynamics-365-records-deleted-data-and-snapshots/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68350" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/forgexrm/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/ForgeXRM_logo_2c_dark_grey_anvil_small_203x200-aspect-ratio-100-100.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/ForgeXRM_logo_2c_dark_grey_anvil_small_203x200-aspect-ratio-100-100.png" alt="View ForgeXRM's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/outlook-crm-integration-benefits-brokers/" rel="bookmark">How Outlook Integration Makes CRM More Useful for Employee Benefits Brokers</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Ryan Plourde ForgeXRM"
href="https://www.crmsoftwareblog.com/profile-page/forgexrm/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Ryan Plourde ForgeXRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 12, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Employee benefits brokers need a CRM that integrates with Outlook because so much of the client relationship already happens through email. When Outlook and CRM work together, client communications can […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/outlook-crm-integration-benefits-brokers/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68289" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/kingswaysoft-inc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/kingswaysoft-square.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/kingswaysoft-square.png" alt="View KingswaySoft's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/how-to-speed-up-zoho-crm-data-extraction-with-the-bulk-read-api/" rel="bookmark">How to Speed Up Zoho CRM Data Extraction with the Bulk Read API</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by KingswaySoft Inc"
href="https://www.crmsoftwareblog.com/profile-page/kingswaysoft-inc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
KingswaySoft Inc </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 9, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>When you need to extract hundreds of thousands or millions of records from Zoho CRM, standard paged API requests can quickly add up and slow down the process. Zoho CRM's […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/how-to-speed-up-zoho-crm-data-extraction-with-the-bulk-read-api/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68338" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/crm-document-security-closing-the-gap-between-dynamics-365-and-sharepoint/" rel="bookmark">CRM Document Security: Closing the Gap Between Dynamics 365 and SharePoint</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 9, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Data protection is no longer optional; it is essential to building trust in every CRM-driven organization. While SharePoint offers powerful collaboration features, its native security model does not automatically replicate […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/crm-document-security-closing-the-gap-between-dynamics-365-and-sharepoint/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68156" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/XTIVIA-GovCon365-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/XTIVIA-GovCon365-square.jpg" alt="View XTIVIA-GovCon365 AwardTrack's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/dashboards-that-do-more-than-look-nice-driving-behavior-through-visibility-in-govcon365-awardtrack/" rel="bookmark">Dashboards That Do More Than Look Nice: Driving Behavior Through Visibility in GovCon365 AwardTrack</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Paul Skurpski"
href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Paul Skurpski </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 8, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A dashboard's job isn't just to display numbers — it's to shape what people do next. GovCon365 AwardTrack, built for government contractors, uses dashboards that serve two purposes at once: […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/dashboards-that-do-more-than-look-nice-driving-behavior-through-visibility-in-govcon365-awardtrack/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68331" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dynatech-systems/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dynatech-square.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dynatech-square.png" alt="View DynaTech Systems Inc's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/unlock-commercial-planning-with-microsoft-fabric-semantic-models/" rel="bookmark">Unlock Commercial Planning with Microsoft Fabric Semantic Models</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by DynaTech Systems"
href="https://www.crmsoftwareblog.com/profile-page/dynatech-systems/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
DynaTech Systems </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 8, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Microsoft Fabric is usually described as a unified data platform. It can bring data from CRM, ERP, databases, and other business systems together so organizations can model, analyze, and visualize […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/unlock-commercial-planning-with-microsoft-fabric-semantic-models/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68321" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/microsoft-sales-agent-in-dynamics-365-ce-crm-what-has-changed-with-copilot-cowork-and-work-iq/" rel="bookmark">Microsoft Sales Agent in Dynamics 365 CE/CRM: What has Changed with Copilot Cowork and Work IQ</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 7, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Organizations that evaluated Sales Agent earlier this year were looking at a fairly contained story. Sellers worked mainly in Outlook and Teams, while Microsoft Sales Agent brought Dynamics 365 Sales […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/microsoft-sales-agent-in-dynamics-365-ce-crm-what-has-changed-with-copilot-cowork-and-work-iq/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68313" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/mailchimp-dynamics-365-integration-7-data-nightmares-haunting-your-crm/" rel="bookmark">Mailchimp Dynamics 365 Integration: 7 Data Nightmares Haunting Your CRM</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 7, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Key Takeaways A Mailchimp Dynamics 365 integration helps connect customer, lead, audience, and campaign data across both platforms. It reduces manual exports, spreadsheet-based updates, duplicate records, and disconnected customer information. […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/mailchimp-dynamics-365-integration-7-data-nightmares-haunting-your-crm/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-38482" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/cs-how-to-setup-a-dynamics-365-integration-with-sharepoint/" rel="bookmark">How to Set up a Dynamics 365 Integration with SharePoint in 2026</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Connecting Software"
href="https://www.crmsoftwareblog.com/profile-page/connecting-software/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Connecting Software </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 7, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Quick Answer You can integrate Dynamics 365 with SharePoint using Microsoft’s native server-based integration in under 30 minutes. This integration shifts your storage for Dynamics 365 documents (from apps such […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/cs-how-to-setup-a-dynamics-365-integration-with-sharepoint/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68102" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="/profile-page/ott-inc"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/OTT-Logo-stacked_300x300.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/OTT-Logo-stacked_300x300.png" alt="View OTT, Inc. 's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/when-automation-speeds-up-the-wrong-thing/" rel="bookmark">When Automation Speeds Up the Wrong Thing</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by OTT, Inc."
href="/profile-page/ott-inc" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
OTT, Inc. </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 6, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>The strange thing about automation is that it usually doesn’t break everything all at once. It behaves, at least at first. Reminders go out on time, follow-ups get created without […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/when-automation-speeds-up-the-wrong-thing/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68298" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/nashville-has-its-invite-out-is-team-inogic-on-your-list/" rel="bookmark">Nashville Has Its Invite Out. Is Team Inogic on Your List?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 6, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Every October, thousands of Microsoft business applications professionals come together for a week of learning, sharing ideas, and finding practical solutions to real-world challenges. This year, that city is Nashville. […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/nashville-has-its-invite-out-is-team-inogic-on-your-list/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68284" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/meta-cloud-api-vs-twilio-for-dynamics-365-whatsapp-integration/" rel="bookmark">Meta Cloud API vs Twilio for Dynamics 365 WhatsApp Integration</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 5, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Your customers already live on WhatsApp, and your data lives in Dynamics 365. Getting the two connected comes down to one decision in the Meta Cloud API vs Twilio for […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/meta-cloud-api-vs-twilio-for-dynamics-365-whatsapp-integration/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68275" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/10/how-to-set-up-automated-alerts-and-notifications-in-dynamics-365-crm/" rel="bookmark">How to Set Up Automated Alerts and Notifications in Dynamics 365 CRM</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> October 1, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Important CRM updates can easily be missed when users have to manually check records, views, or dashboards. Automated alerts in Dynamics 365 CRM can notify users when a record changes, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/10/how-to-set-up-automated-alerts-and-notifications-in-dynamics-365-crm/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68258" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-your-field-operations-are-costing-the-planet-more-than-you-think/" rel="bookmark">How Your Field Operations Are Costing the Planet More Than You Think</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 30, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Every sustainability report published in 2026 has a section on emissions. Most of them have a section on energy. A growing number have sections on supply chain, packaging, and water […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-your-field-operations-are-costing-the-planet-more-than-you-think/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68248" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/connecting-software/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/conecting-software-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/conecting-software-801.png" alt="View Connecting Software's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/cs-how-to-configure-sharepoint-structure-creator-a-step-by-step-setup-guide/" rel="bookmark">How to Configure SharePoint Structure Creator: A Step-by-Step Setup Guide</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Connecting Software"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Connecting Software </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 30, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>If you've decided to fix your SharePoint unique permissions problem by redesigning your library structure instead of manually reorganizing documents, this guide walks through exactly how to configure SharePoint Structure […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/cs-how-to-configure-sharepoint-structure-creator-a-step-by-step-setup-guide/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68242" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/dynamics-365-ce-crm-support-five-signs-your-environment-has-outgrown-its-current-model/" rel="bookmark">Dynamics 365 CE/CRM Support: Five Signs Your Environment Has Outgrown Its Current Model</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 29, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Teams often define Microsoft Dynamics 365 CE/CRM Support around the environment that exists at go-live. They decide who handles user questions, who administers the platform, when a partner gets involved, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/dynamics-365-ce-crm-support-five-signs-your-environment-has-outgrown-its-current-model/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68099" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="/profile-page/ott-inc"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/OTT-Logo-stacked_300x300.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/OTT-Logo-stacked_300x300.png" alt="View OTT, Inc. 's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-roll-out-a-crm-that-your-sales-team-will-actually-use/" rel="bookmark">How to Roll Out a CRM That Your Sales Team Will Actually Use</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by OTT, Inc."
href="/profile-page/ott-inc" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
OTT, Inc. </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 29, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>How Should You Roll Out a CRM to Maximize Sales Team Adoption? The best way to roll out a CRM is to start small, focus on core sales processes, and […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-roll-out-a-crm-that-your-sales-team-will-actually-use/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68235" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/quotes-going-cold-dynamics-365-dont-blame-sales-team/" rel="bookmark">Quotes Going Cold in Dynamics 365? Don’t Blame the Sales Team</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 29, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Somewhere in your Dynamics 365 pipeline right now there is a quote that went out three weeks ago and hasn’t been touched since. Ask the rep why and the honest […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/quotes-going-cold-dynamics-365-dont-blame-sales-team/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68198" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/author/admin_anya/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/cropped-Image-1-28-21-at-4.33-PM.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/cropped-Image-1-28-21-at-4.33-PM.jpg" alt="View ERP/CRM Software Blog's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/angela-earl-women-in-tech-keynote-community-summit-2026/" rel="bookmark">Meet Angela Earl, Keynote Speaker for Women in Tech at Community Summit 2026</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Anya Ciecierski"
href="https://www.crmsoftwareblog.com/author/admin_anya/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Anya Ciecierski </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 28, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Back in what she calls her "nerdy ops days" at an agency, Angela Earl was implementing CRMs and configuring Dynamics with marketing automation tools, long before she was leading go-to-market […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/angela-earl-women-in-tech-keynote-community-summit-2026/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68206" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/connecting-software/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/conecting-software-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/conecting-software-801.png" alt="View Connecting Software's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/stop-switching-between-dynamics-365-and-sharepoint-just-to-tag-a-document/" rel="bookmark">Stop Switching Between Dynamics 365 and SharePoint Just to Tag a Document</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Connecting Software"
href="https://www.crmsoftwareblog.com/profile-page/connecting-software/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Connecting Software </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 28, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>If your organization stores Dynamics 365 documents in SharePoint, you've probably run into this friction: someone uploads a file, then has to jump over to SharePoint just to fill in […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/stop-switching-between-dynamics-365-and-sharepoint-just-to-tag-a-document/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68213" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-dynamics-365-project-operations-helps-commercial-construction-contractors-manage-projects/" rel="bookmark">How Dynamics 365 Project Operations Helps Commercial Construction Contractors Manage Projects</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 28, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Key Takeaways Commercial construction projects need connected resource, cost and billing information. Dynamics 365 Project Operations brings project delivery and finance processes closer together. Development services can support construction-specific approvals, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-dynamics-365-project-operations-helps-commercial-construction-contractors-manage-projects/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68154" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/XTIVIA-GovCon365-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/XTIVIA-GovCon365-square.jpg" alt="View XTIVIA-GovCon365 AwardTrack's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/stop-checking-bid-boards-manually-automating-opportunity-capture-with-govcon365-awardtrack/" rel="bookmark">Stop Checking Bid Boards Manually: Automating Opportunity Capture with GovCon365 AwardTrack</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Dennis Robinson"
href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Dennis Robinson </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 24, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>For business development teams in government contracting, a meaningful chunk of the day can disappear into checking bid boards. GovCon365 AwardTrack, built specifically for government contractors, is designed to take […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/stop-checking-bid-boards-manually-automating-opportunity-capture-with-govcon365-awardtrack/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68148" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-do-you-plan-an-on-premises-microsoft-dynamics-crm-upgrade/" rel="bookmark">How Do You Plan an On-Premises Microsoft Dynamics CRM Upgrade?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by EASI"
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<span
class="author-name" itemprop="name" >
EASI </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 23, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Upgrading an older on-premises Microsoft Dynamics CRM environment requires careful planning, especially when customizations, integrations, databases, and multiple CRM versions are involved. A reliable upgrade plan should account for backups, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-do-you-plan-an-on-premises-microsoft-dynamics-crm-upgrade/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68183" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/ai-agent-governance-in-microsoft-dynamics-365-ce-crm-security-and-control-at-scale/" rel="bookmark">AI Agent Governance in Microsoft Dynamics 365 CE/CRM: Security and Control at Scale</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 23, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most agent pilots are easy to keep track of because only a few people know what has been built. That changes once Sales, Customer Service, Marketing, and Power Platform teams […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/ai-agent-governance-in-microsoft-dynamics-365-ce-crm-security-and-control-at-scale/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68178" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/can-ai-predict-your-next-best-crm-action-better-than-instinct/" rel="bookmark">Can AI Predict Your Next Best CRM Action Better Than Instinct?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 23, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Every sales rep has felt it, that nagging "feeling" that a lead is about to go cold, or the confidence that this is the deal to chase today. Gut instinct […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/can-ai-predict-your-next-best-crm-action-better-than-instinct/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68131" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/syvantis-technologies-inc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Syvantis-Square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Syvantis-Square.jpg" alt="View Syvantis Technologies, Inc.'s Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/helpful-shortcuts-in-dynamics-365-sales/" rel="bookmark">Helpful buttons in Dynamics 365 Sales</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Syvantis Technologies, Inc. "
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Syvantis Technologies, Inc. </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 22, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Do you ever wake up in the middle of the night and need to use the bathroom? You get out of bed and start walking toward it without turning on […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/helpful-shortcuts-in-dynamics-365-sales/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68096" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="/profile-page/ott-inc"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/OTT-Logo-stacked_300x300.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/OTT-Logo-stacked_300x300.png" alt="View OTT, Inc. 's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/why-time-material-billing-stops-reflecting-the-job/" rel="bookmark">Why Time & Material Billing Stops Reflecting the Job</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by OTT, Inc."
href="/profile-page/ott-inc" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
OTT, Inc. </span>
</a>
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/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Time and material billing is usually treated like the cleanest part of a service operation. A work order gets completed, the technician logs time and materials, and the invoice reflects […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/why-time-material-billing-stops-reflecting-the-job/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68088" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/velosio/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/velosio-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/velosio-square.jpg" alt="View Velosio's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/crm-software-has-an-ai-follow-through-problem/" rel="bookmark">CRM Software Has an AI Follow-Through Problem</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Velosio"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Velosio </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Many companies have moved quickly to add AI to their CRM software strategy. Far fewer have changed how sales, marketing, and customer service teams use CRM data to guide everyday […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/crm-software-has-an-ai-follow-through-problem/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68089" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dynatech-systems/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dynatech-square.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dynatech-square.png" alt="View DynaTech Systems Inc's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-effective-governance-brings-structure-to-a-growing-power-platform-environment/" rel="bookmark">How Effective Governance Brings Structure to a Growing Power Platform Environment</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by DynaTech Systems"
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<span
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DynaTech Systems </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Dynamics 365 rarely stays confined to the application it was originally deployed for. Finance teams build Power Apps around ERP processes. Operations automate approvals with Power Automate. Teams connect external […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-effective-governance-brings-structure-to-a-growing-power-platform-environment/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68030" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-dynamics-365-activate-makes-leaving-salesforce-easier/" rel="bookmark">How Dynamics 365 Activate Makes Leaving Salesforce Easier</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
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class="url fn n" itemprop="url" >
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class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most companies don't wake up one morning and decide to replace their CRM. In fact, many stay with a system long after they've started questioning it. Maybe costs keep […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-dynamics-365-activate-makes-leaving-salesforce-easier/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68083" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/dynamics-365-backup-and-recovery-what-a-modern-strategy-should-include/" rel="bookmark">Dynamics 365 Backup and Recovery: What a Modern Strategy Should Include</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>For a long time, the question around Dynamics 365 backup was simple: Are we backing up our data? Today, that question is no longer enough. Dynamics 365 environments increasingly sit […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/dynamics-365-backup-and-recovery-what-a-modern-strategy-should-include/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68079" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/plauti/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png" alt="View Plauti's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/the-5000-record-limit-your-dynamics-365-duplicate-detection-job-hits/" rel="bookmark">The 5,000-record limit your Dynamics 365 duplicate detection job hits</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Plauti"
href="https://www.crmsoftwareblog.com/profile-page/plauti/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Plauti </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>You kick off a bulk duplicate detection job against your Account or Contact table. You want a real number: how many duplicates are actually sitting in this environment. The job […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/the-5000-record-limit-your-dynamics-365-duplicate-detection-job-hits/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68064" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/employee-benefits-renewal-tracking/" rel="bookmark">How Can Employee Benefits Brokers Improve Renewal Tracking?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Ryan Plourde ForgeXRM"
href="https://www.crmsoftwareblog.com/profile-page/forgexrm/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Ryan Plourde ForgeXRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Employee benefits brokers can improve renewal tracking by creating one reliable place to track renewal status, plan information, carrier updates, deadlines, and client details as the work happens. As an […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/employee-benefits-renewal-tracking/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68044" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/community-summit-2026-expo-top-companies/" rel="bookmark">Top Companies To Visit at the Community Summit 2026 Expo</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Anya Ciecierski"
href="https://www.crmsoftwareblog.com/author/admin_anya/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Anya Ciecierski </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 18, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>oLooking for Microsoft Dynamics partners and ISVs to meet at Community Summit North America 2026? Many CRM Software Blog members are sponsors of this year's Community Summit 2026 event, giving […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/community-summit-2026-expo-top-companies/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68060" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/endeavor4-top-microsof-crm-partner-for-2026/" rel="bookmark">Endeavor4 Recognized as a Top Microsoft Dynamics 365 CRM Partner for 2026</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Endeavor4 CRM"
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<span
class="author-name" itemprop="name" >
Endeavor4 CRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 18, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>At Endeavor4, we're excited to share that we have been recognized on the Best Microsoft Dynamics 365 CRM Partner List 2026 by CRM Software Blog. This recognition reflects our continued […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/endeavor4-top-microsof-crm-partner-for-2026/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68054" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/apple-skipped-the-iphone-18-this-year-your-crm-should-skip-the-duplicates-similarly/" rel="bookmark">Apple Skipped the iPhone 18 This Year. Your CRM Should Skip the Duplicates Similarly!</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 18, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>At Apple's September 9 "Surprise and Shine" event, one of the more interesting decisions wasn't what got announced; it was what didn't! There's no standard iPhone 18 this year. Apple […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/apple-skipped-the-iphone-18-this-year-your-crm-should-skip-the-duplicates-similarly/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68040" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/five-ways-handle-duplicates-cost/" rel="bookmark">Five Ways CE Partners Handle Duplicates Today, Ranked by What They Actually Cost You</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Plauti"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Plauti </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 17, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Every Dynamics 365 CE partner has a way of dealing with duplicate records. Nobody starts a migration planning to ship duplicates, and yet almost every project ends up with some […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/five-ways-handle-duplicates-cost/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68010" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-stop-leads-in-dynamics-365-from-falling-through-the-cracks/" rel="bookmark">How to Stop Leads in Dynamics 365 From Falling Through the Cracks</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>What if some of your best sales opportunities are slipping through the cracks without anyone realizing it? A prospect submits a form, requests a demo, or responds to a marketing […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-stop-leads-in-dynamics-365-from-falling-through-the-cracks/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67989" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/kingswaysoft-inc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/kingswaysoft-square.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/kingswaysoft-square.png" alt="View KingswaySoft's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-load-databricks-lakehouse-data-into-dynamics-365-dataverse/" rel="bookmark">How to Load Databricks Lakehouse Data into Dynamics 365 Dataverse</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by KingswaySoft Inc"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
KingswaySoft Inc </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Customer data can be prepared for Microsoft Dataverse by staging it in a Databricks Lakehouse, applying reusable cleansing and validation rules through a SQL view, and then using SSIS to […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-load-databricks-lakehouse-data-into-dynamics-365-dataverse/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-68003" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-fix-your-dynamics-365-crm-email-alerts-and-notifications-strategy/" rel="bookmark">How to Fix Your Dynamics 365 CRM Email Alerts and Notifications Strategy</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 16, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most organizations implement Dynamics 365 notifications incorrectly, creating either alert silence or notification overload that causes users to ignore everything. Does your team ignore notifications? Are you wondering why your […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-fix-your-dynamics-365-crm-email-alerts-and-notifications-strategy/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67974" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/microsoft-dynamics-365-activate-what-enterprise-crm-teams-should-evaluate-before-migration/" rel="bookmark">Microsoft Dynamics 365 Activate: What Enterprise CRM Teams Should Evaluate Before Migration</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 14, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Microsoft Dynamics 365 Activate arrives at a point many enterprise CRM teams recognize. The platform decision is on the table, but the current environment is still difficult to scope. A […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/microsoft-dynamics-365-activate-what-enterprise-crm-teams-should-evaluate-before-migration/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67961" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/when-mailchimp-data-becomes-more-useful-inside-dynamics-365-crm/" rel="bookmark">When Mailchimp Data Becomes More Useful Inside Dynamics 365 CRM</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 14, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Email marketing becomes harder to manage when customer information sits in Dynamics 365 CRM while campaign activity happens separately in Mailchimp. The challenge is not only moving data between the […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/when-mailchimp-data-becomes-more-useful-inside-dynamics-365-crm/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67959" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/benefits-brokers-crm-ai-2027/" rel="bookmark">What Are Benefits Brokers Asking CRM and AI to do in 2027 and Beyond?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Ryan Plourde ForgeXRM"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Ryan Plourde ForgeXRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 11, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Benefits brokers are asking CRM and AI technology to reduce the manual work that still happens around core agency processes, including renewal data entry, commission processing, task management, and emerging […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/benefits-brokers-crm-ai-2027/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67951" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-a-dairy-manufacturer-simplified-product-versioning-in-dynamics-365-crm/" rel="bookmark">How a Dairy Manufacturer Simplified Product Versioning in Dynamics 365 CRM</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 11, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A large dairy manufacturer running Microsoft Dynamics 365 Sales Enterprise was burning up to 412 hours of manual work every time it needed to update 550+ product records. The fix […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-a-dairy-manufacturer-simplified-product-versioning-in-dynamics-365-crm/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67941" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/XTIVIA-GovCon365-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/XTIVIA-GovCon365-square.jpg" alt="View XTIVIA-GovCon365 AwardTrack's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/one-platform-two-jobs-how-govcon365-awardtrack-connects-erp-and-crm-for-government-contractors/" rel="bookmark">One Platform, Two Jobs: How GovCon365 AwardTrack Connects ERP and CRM for Government Contractors</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Mike Ahrenhoersterbaeumer"
href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Mike Ahrenhoersterbaeumer </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 10, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>GovCon365 AwardTrack is built specifically for government contractors, and government contractors juggle two very different sets of work. On one side is the back office: general ledger, accounts payable and […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/one-platform-two-jobs-how-govcon365-awardtrack-connects-erp-and-crm-for-government-contractors/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67257" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/when-your-crm-setup-is-holding-back-sales-performance/" rel="bookmark">When Your CRM Setup Is Holding Back Sales Performance</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by OTT, Inc."
href="/profile-page/ott-inc" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
OTT, Inc. </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 10, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most CRM problems don’t show up as system failures; they show up as stalled sales performance. On paper, everything looks fine. The system is in place, data is being entered, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/when-your-crm-setup-is-holding-back-sales-performance/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67238" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/why-microsofts-lead-qualification-tool-doesnt-work-for-half-of-dynamics-365-users/" rel="bookmark">Why Microsoft’s Lead Qualification Tool Doesn’t Work for Half of Dynamics 365 Users</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 10, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Microsoft’s out-of-the-box Lead Qualification does one job well: converting a Lead into an Account, Contact, and Opportunity. The trouble is how many businesses don’t structure their pipeline around Opportunities at […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/why-microsofts-lead-qualification-tool-doesnt-work-for-half-of-dynamics-365-users/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67929" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/workforce-engagement-management-in-microsoft-dynamics-365-contact-center/" rel="bookmark">Workforce Engagement Management in Microsoft Dynamics 365 Contact Center</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 9, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Managing People and AI Agents Together AI agents are forcing Contact Center leaders to revisit a workforce model built around people. Workforce Engagement Management in Microsoft Dynamics 365 Contact Center […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/workforce-engagement-management-in-microsoft-dynamics-365-contact-center/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67924" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/finding-the-right-dynamics-365-geo-mapping-app-for-the-usa-look-beyond-the-feature-list/" rel="bookmark">Finding the Right Dynamics 365 Geo-Mapping App for the USA- Look Beyond the Feature List</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 9, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A product page can show you the features. Customer reviews show you whether those features actually make fieldwork easier. Key Takeaways Microsoft Marketplace and G2 reviews show how a Dynamics […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/finding-the-right-dynamics-365-geo-mapping-app-for-the-usa-look-beyond-the-feature-list/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67919" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/logan-consulting/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logan-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logan-square.jpg" alt="View Logan Consulting's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/customer-engagement-reimagined-a-series-episode-8-journey-orchestration-that-actually-works/" rel="bookmark">Customer Engagement Reimagined: A Series, Episode 8: Journey Orchestration That Actually Works</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Logan Consulting"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Logan Consulting </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 8, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>In Episode 7 of our Customer Engagement Reimagined: Practical Innovation for the Modern CRM series, we looked at how organizations are turning customer service from a reactive function into a […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/customer-engagement-reimagined-a-series-episode-8-journey-orchestration-that-actually-works/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67906" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/emfluence-marketing-platform/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/emfluence-Domino-Logo-80x80-1.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/emfluence-Domino-Logo-80x80-1.png" alt="View emfluence Marketing Platform's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/the-growing-complexity-of-customer-insights-journeys-how-to-keep-marketing-manageable/" rel="bookmark">The Growing Complexity of Customer Insights - Journeys: How to Keep Marketing Manageable</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by emfluence Marketing Platform"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
emfluence Marketing Platform </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 8, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Marketing automation has always promised to make it easier to deliver the right message to the right person at the right time. As the technology behind that promise becomes more […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/the-growing-complexity-of-customer-insights-journeys-how-to-keep-marketing-manageable/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67903" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-bad-data-creates-big-problems-in-dynamics-365/" rel="bookmark">How Bad Data Creates Big Problems in Dynamics 365</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
href="https://www.crmsoftwareblog.com/profile-page/encloud9/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 8, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>The phrase "garbage in, garbage out" has been around for decades, but it remains one of the simplest ways to explain why some Dynamics 365 environments deliver value while others […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-bad-data-creates-big-problems-in-dynamics-365/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67900" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/western-computer/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/western-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/western-square.jpg" alt="View Western Computer's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/before-you-buy-more-sales-software-look-at-where-the-week-goes/" rel="bookmark">Before You Buy More Sales Software, Look at Where the Week Goes</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sierra Toman"
href="https://www.crmsoftwareblog.com/profile-page/western-computer/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sierra Toman </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 8, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most CRM complaints are time complaints. AI can give some of that time back, once you know which part of it reads your data and which part changes it. Your […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/before-you-buy-more-sales-software-look-at-where-the-week-goes/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67893" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/dynamics-365-omnichannel-customer-journey-guide-whatsapp-sms-live-chat/" rel="bookmark">Dynamics 365 Omnichannel Customer Journey Guide: WhatsApp, SMS & Live Chat</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 7, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A customer starts with a website chat, moves to WhatsApp, receives an SMS reminder, and later contacts support again. For the customer its one conversation with one business. For the […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/dynamics-365-omnichannel-customer-journey-guide-whatsapp-sms-live-chat/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67859" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/beyond-release-waves-why-continuous-dynamics-365-planning-is-becoming-a-business-capability/" rel="bookmark">Beyond Release Waves: Why Continuous Dynamics 365 Planning Is Becoming a Business Capability</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 4, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>For years, Dynamics 365 and Power Platform customers have planned around a familiar rhythm: wait for the next release wave, review upcoming features, assess their impact, and prepare the business […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/beyond-release-waves-why-continuous-dynamics-365-planning-is-becoming-a-business-capability/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67856" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/plauti/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Plauti-circle-icon_whiteblack_240x240.png" alt="View Plauti's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/10-30-of-your-dynamics-365-ce-records-are-duplicates-what-that-actually-costs-in-plain-numbers/" rel="bookmark">10-30% of Your Dynamics 365 CE Records Are Duplicates: What That Actually Costs, in Plain Numbers</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Plauti"
href="https://www.crmsoftwareblog.com/profile-page/plauti/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Plauti </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 4, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>If someone asked you right now how many duplicate records are sitting in your Dynamics 365 CE environment, could you answer with a number? Not a guess. Not "probably not […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/10-30-of-your-dynamics-365-ce-records-are-duplicates-what-that-actually-costs-in-plain-numbers/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67235" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/stop-exporting-to-excel-two-ways-to-work-smarter-inside-dynamics-365/" rel="bookmark">Stop Exporting to Excel - Two Ways to Work Smarter Inside Dynamics 365</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 2, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A lot of CRM inefficiency doesn’t come from missing functionality - it comes from small, constant workarounds that never got fixed. Two of the most common: building a one-off list […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/stop-exporting-to-excel-two-ways-to-work-smarter-inside-dynamics-365/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67829" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-kanban-board-in-dynamics-365-crm-changes-the-way-teams-manage-work/" rel="bookmark">How Kanban Board in Dynamics 365 CRM Changes the Way Teams Manage Work!</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 2, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Quick Answer: Kanban Board helps turn Dynamics 365 CRM data into a more actionable workflow by letting users see records in context, move them through process stages, and take related […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-kanban-board-in-dynamics-365-crm-changes-the-way-teams-manage-work/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67819" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-prepare-dynamics-365-customer-service-for-copilot-studio-agents/" rel="bookmark">How to Prepare Dynamics 365 Customer Service for Copilot Studio Agents</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
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<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 1, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Copilot Studio agents in Dynamics 365 Customer Service have shifted fast. Twelve months ago, most organizations were still evaluating whether agentic AI was real. Today, those organizations are asking a […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-to-prepare-dynamics-365-customer-service-for-copilot-studio-agents/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67801" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/09/how-maps-in-dynamics-365-help-reduce-your-organizations-carbon-footprint/" rel="bookmark">How Maps in Dynamics 365 Help Reduce Your Organization's Carbon Footprint</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> September 1, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>The average field rep drives up to 35,000 miles a year. A significant portion is avoidable. For companies with field teams, transportation is often the largest and most overlooked contributor […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/09/how-maps-in-dynamics-365-help-reduce-your-organizations-carbon-footprint/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67560" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/designing-a-crm-pipeline-for-success-the-step-teams-rush-through/" rel="bookmark">Designing a CRM Pipeline for Success: The Step Teams Rush Through</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 31, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>It’s one of the most common patterns we see. A company spends weeks evaluating CRM systems—comparing pricing, watching demos, debating features, and narrowing down vendors. Eventually, they choose a platform […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/designing-a-crm-pipeline-for-success-the-step-teams-rush-through/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67795" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="/profile-page/congruentx"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Modern-CRM.-Active-Agents.-Never-Legacy-Again.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Modern-CRM.-Active-Agents.-Never-Legacy-Again.png" alt="View CongruentX's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/ai-consulting-firm-comparison/" rel="bookmark">AI Consulting Firm Comparison: What Buyers Get Wrong</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by CongruentX"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
CongruentX </span>
</a>
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/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 31, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Many buyers conducting an AI consulting firm comparison spend weeks reviewing methodology slides, logo walls, and capability decks. Those things feel thorough. They're not. None of them reliably predict whether […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/ai-consulting-firm-comparison/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67787" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/benefits-broker-crm-checklist/" rel="bookmark">The Employee Benefits Broker’s CRM Evaluation Checklist</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Ryan Plourde ForgeXRM"
href="https://www.crmsoftwareblog.com/profile-page/forgexrm/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Ryan Plourde ForgeXRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 30, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A demo isn’t where a CRM proves itself. That happens later, once your producers, account managers, and service team are living in it every day, through renewals, commissions, client changes, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/benefits-broker-crm-checklist/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67740" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/purely-crm/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Endeavor4-Square-600-White-Background.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Endeavor4-Square-600-White-Background.jpg" alt="View Endeavor4 CRM's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/your-new-crm-will-not-fix-your-old-data-problems-without-a-plan/" rel="bookmark">Your New CRM Will Not Fix Your Old Data Problems Without A Plan</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Endeavor4 CRM"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Endeavor4 CRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 28, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Your New CRM Will Not Fix Your Old Data Problems Without A Plan A new Microsoft Dynamics 365 CRM can improve workflows, automate follow-ups, and give your teams a clearer view of […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/your-new-crm-will-not-fix-your-old-data-problems-without-a-plan/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67568" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/easi/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/EASILogononTransparent-e1751487249128.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/EASILogononTransparent-e1751487249128.png" alt="View EASI's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/how-does-ai-lead-qualification-in-dynamics-365-sales/" rel="bookmark">How Does AI Lead Qualification in Dynamics 365 Sales</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by EASI"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
EASI </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 28, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>The Sales Qualification Agent is an AI agent built into Dynamics 365 Sales that automatically researches, scores, and reaches out to new leads before a sales rep ever touches them. […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/how-does-ai-lead-qualification-in-dynamics-365-sales/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67934" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/xtivia-govcon365/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/XTIVIA-GovCon365-square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/XTIVIA-GovCon365-square.jpg" alt="View XTIVIA-GovCon365 AwardTrack's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/introducing-govcon365-awardtrack-nine-part-series-on-winning-more-government-business/" rel="bookmark">Introducing GovCon365 AwardTrack: A 9-Part Series on Winning More Government Business</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Paul Skurpski"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Paul Skurpski </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 27, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Government contractors operate under a unique set of pressures. Winning new business means navigating bid boards, compliance requirements, and a formal capture process — all while the back office has […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/introducing-govcon365-awardtrack-nine-part-series-on-winning-more-government-business/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67232" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/the-hidden-cost-of-scattered-customer-data-in-dynamics-365/" rel="bookmark">The Hidden Cost of Scattered Customer Data in Dynamics 365</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 26, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Ask most Dynamics 365 users where a specific customer interaction lives, and the honest answer is “it depends.” A marketing email lives in the campaign module. A service call lives […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/the-hidden-cost-of-scattered-customer-data-in-dynamics-365/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67586" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/forgexrm/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/ForgeXRM_logo_2c_dark_grey_anvil_small_203x200-aspect-ratio-100-100.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/ForgeXRM_logo_2c_dark_grey_anvil_small_203x200-aspect-ratio-100-100.png" alt="View ForgeXRM's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/benefits-broker-crm-demo-questions/" rel="bookmark">What Questions Should Benefits Brokers Ask When Evaluating CRM and Agency Management Software?</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Ryan Plourde ForgeXRM"
href="https://www.crmsoftwareblog.com/profile-page/forgexrm/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Ryan Plourde ForgeXRM </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 26, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Benefits brokers evaluating CRM and agency management software need to know more than what features appear on a product checklist. They need to understand how the system will handle real […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/benefits-broker-crm-demo-questions/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67474" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dexpro801.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dexpro801.jpg" alt="View Dexpro Dynamics's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/dynamics-gp-crm-integration-business-central/" rel="bookmark">How Manufacturers Can Keep Microsoft Dynamics GP Running While Planning for Business Central</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Dexpro Dynamics"
href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Dexpro Dynamics </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 26, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Many manufacturers using Microsoft Dynamics GP know that a move to Dynamics 365 Business Central may be in their future. The challenge is deciding when to migrate. For CEIA-USA, the […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/dynamics-gp-crm-integration-business-central/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67581" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/if-you-need-a-dynamics-365-crm-record-clone-solution-this-is-the-one-for-you/" rel="bookmark">If You Need a Dynamics 365 CRM Record Clone Solution, This Is the One for You!</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Inogic"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Inogic </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 26, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Imagine this: you’ve just closed a deal, created the perfect Dynamics 365 CRM record, and now you need to create another one with almost the same structure. The data is […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/if-you-need-a-dynamics-365-crm-record-clone-solution-this-is-the-one-for-you/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67574" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/how-to-measure-ai-agent-roi-in-microsoft-dynamics-365-sales-and-service/" rel="bookmark">How to Measure AI Agent ROI in Microsoft Dynamics 365 Sales and Service</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 25, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>AI Agent ROI in Microsoft Dynamics 365 Sales and Service usually becomes a serious question when someone asks what changed after the agent arrived. That question can surface during evaluation, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/how-to-measure-ai-agent-roi-in-microsoft-dynamics-365-sales-and-service/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67459" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dexpro-dynamics/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dexpro801.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dexpro801.jpg" alt="View Dexpro Dynamics's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/dynamics-gp-to-business-central-case-study/" rel="bookmark">Why A Distribution Company Moved From Dynamics GP and SalesPad to Business Central Instead of Dynamics 365 Sales</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Dexpro Dynamics"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Dexpro Dynamics </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 25, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>For over a year, the IT Manager at a distributor and manufacturer of orthopedic bracing products couldn't do his actual job. He was too busy putting out unnecessary fires with […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/dynamics-gp-to-business-central-case-study/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67565" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/dynatech-systems/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/dynatech-square.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/dynatech-square.png" alt="View DynaTech Systems Inc's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/is-your-dynamics-365-environment-ready-for-copilot-a-practical-readiness-guide/" rel="bookmark">Is Your Dynamics 365 Environment Ready for Copilot? A Practical Readiness Guide</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by DynaTech Systems"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
DynaTech Systems </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 25, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Turning on Copilot is a technical step. Knowing what to do with it is a business decision. For organizations running Dynamics 365, AI readiness cannot be measured by whether a […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/is-your-dynamics-365-environment-ready-for-copilot-a-practical-readiness-guide/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67551" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/encloud9/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/enCloud9_BlogRoll_800x800.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/enCloud9_BlogRoll_800x800.png" alt="View enCloud9's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/crm-selection-made-easier-why-many-companies-choose-dynamics-365-over-salesforce/" rel="bookmark">CRM Selection Made Easier: Why Many Companies Choose Dynamics 365 Over Salesforce</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Brian Begley, enCloud9"
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Brian Begley, enCloud9 </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 24, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Originally written in 2018 and updated in 2026, reflecting new information. This blog highlights why many companies choose Dynamics 365 over Salesforce in their CRM selection. Many reasons still hold […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/crm-selection-made-easier-why-many-companies-choose-dynamics-365-over-salesforce/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67499" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/dynamics-365-relationship-mapping-connect-the-dots-across-your-crm/" rel="bookmark">Dynamics 365 Relationship Mapping: Connect the Dots Across Your CRM</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 24, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Key Takeaways CRM records become more valuable when the relationships between them are easy to understand. A Dynamics CRM relationship view helps teams move beyond isolated grids and records. Relationship […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/dynamics-365-relationship-mapping-connect-the-dots-across-your-crm/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67489" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/syvantis-technologies-inc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/Syvantis-Square.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/Syvantis-Square.jpg" alt="View Syvantis Technologies, Inc.'s Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/sell-more-efficiently-with-dynamics-365-sales-accelerator/" rel="bookmark">Sell more efficiently with Dynamics 365 Sales Accelerator</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Syvantis Technologies, Inc."
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class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Syvantis Technologies, Inc. </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Sales can be nuanced, yet the speed required to be successful in the industry doesn’t always allow for it. And selling is just one part of a sales rep’s already […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/sell-more-efficiently-with-dynamics-365-sales-accelerator/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67480" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/whatsapp-integration-with-dynamics-365-from-lead-to-loyal-customer/" rel="bookmark">WhatsApp Integration with Dynamics 365: From Lead to Loyal Customer</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 21, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>A customer discovers your product, asks a question, requests a quote, makes a purchase, and later needs support. Increasingly, those interactions happen on WhatsApp. More than 2 billion people use […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/whatsapp-integration-with-dynamics-365-from-lead-to-loyal-customer/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67229" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/logo-p2auto-aspect-ratio-100-100.jpg" alt="View P2 Automation's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/stop-checking-crm-let-the-crm-work-for-you/" rel="bookmark">Stop Checking CRM. Let the CRM Work For You.</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Steve Pestillo, P2 Automation"
href="https://www.crmsoftwareblog.com/profile-page/p2-automation-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Steve Pestillo, P2 Automation </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Most CRM adoption problems don’t come from bad data or bad design - they come from information sitting one login away from the person who needs it. A view gets […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/stop-checking-crm-let-the-crm-work-for-you/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67448" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/sales-agent-in-microsoft-365-copilot-with-dynamics-365-pilot-to-production/" rel="bookmark">Sales Agent in Microsoft 365 Copilot with Dynamics 365: Pilot to Production</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
New Dynamic, LLC </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/sales-agent-in-microsoft-365-copilot-with-dynamics-365-pilot-to-production/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67440" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/inogic/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/inogic-801.png.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/inogic-801.png" alt="View Inogic's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/top-most-microsoft-dynamics-365-security-concerns-and-solutions-in-2026/" rel="bookmark">Top Most Microsoft Dynamics 365 Security Concerns and Solutions in 2026</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by Sam Kumar"
href="https://www.crmsoftwareblog.com/profile-page/inogic/" rel="author"
class="url fn n" itemprop="url" >
<span
class="author-name" itemprop="name" >
Sam Kumar </span>
</a>
</span>
/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 19, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>Who should be able to see a customer record? Who can edit it? And what happens when that customer’s documents are stored in SharePoint? As your Dynamics 365 environment grows, […]</p>
</div><p class="read-more"><a href="https://www.crmsoftwareblog.com/2026/08/top-most-microsoft-dynamics-365-security-concerns-and-solutions-in-2026/">Read More »</a></p></article></div><div class="i25-post" style="margin-bottom:24px;"><article id="post-67434" class="ast-article-post" itemscope itemtype="https://schema.org/CreativeWork"> <header class="entry-header">
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<a rel="author" class="imageLink" href="https://www.crmsoftwareblog.com/profile-page/new-dynamic-llc/"><picture><source srcset="https://www.crmsoftwareblog.com/wp-content/webp-express/webp-images/doc-root/wp-content/uploads/blog-roll-logo-80-x-80.jpg.webp" type="image/webp"><img loading="lazy" decoding="async" width="80" height="80" style="border-width: 0px; max-height: 80px; max-width: 80px;" src="https://www.crmsoftwareblog.com/wp-content/uploads/blog-roll-logo-80-x-80.jpg" alt="View New Dynamic, LLC's Profile" class="webpexpress-processed"></picture></a>
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<h2 class="entry-title" itemprop="headline"><a href="https://www.crmsoftwareblog.com/2026/08/new-dynamic-named-a-kansas-city-2026-best-places-to-work-honoree/" rel="bookmark">New Dynamic Named a Kansas City 2026 Best Places To Work Honoree</a></h2></div></div> <div class="entry-meta"><span class="posted-by vcard author" itemtype="https://schema.org/Person" itemscope="itemscope" itemprop="author"> <a title="View all posts by New Dynamic, LLC"
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New Dynamic, LLC </span>
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/ <span class="posted-on"><span class="published" itemprop="datePublished"> August 18, 2026 </span></span></div> </header><!-- .entry-header -->
<div class="entry-summary ast-excerpt-container ast-blog-single-element"><p>New Dynamic, LLC is honored to once again be recognized as a 2026 Best Places To Work honoree. The annual Kansas City Business Journal Best Places To Work program recognizes […]</p>
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