With AI-powered features in WhatsApp4Dynamics, we’re enabling businesses to move beyond routine replies and towards ...

As early adopters have discovered, Copilot delivers real transformation only when it becomes an integral part of critical ...

Relationships are the heartbeat of professional services. Building trust happens in small, meaningful moments: a thoughtful follow-up email or remembering a client’s milestone. Million-dollar deals ...

Zillow's updated privacy policy for Follow Up Boss has sparked debate among real estate agents. The policy introduces "mutual customer data," allowing Zillow to engage with clients who have a Zillow ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Later this month, Microsoft will start automatically installing the Microsoft 365 companion apps on Windows 11 devices that have the Microsoft 365 desktop client apps. According to Microsoft, this ...

Next month, Microsoft will begin automatically installing the Microsoft 365 Copilot app on Windows devices outside the European Economic Area (EEA) region that have the Microsoft 365 desktop client ...

Microsoft Dynamics 365 is a Customer Relationship Management (CRM) software from the big tech firm used by millions of employees around the world. The platform can perform tasks for a variety of ...

Production-ready Model Context Protocol (MCP) server that exposes the full capabilities of Microsoft Dynamics 365 Finance & Operations (D365 F&O) to AI assistants and other MCP-compatible tools. This ...

Clienteling was once the exclusive domain of luxury brands, where personal relationships and bespoke service set the standard. Today, technology is helping to shatter these barriers. With capabilities ...

Have you ever felt overwhelmed by the complexity of managing multiple business processes, from customer relationships to financial operations? You’re not alone. Many organizations struggle to balance ...

CRM systems have come a long way since their inception in the 1990s. What began as digital rolodexes evolved over the decades to accommodate cloud hosting, mobile access, and integrations across an ...