Blog

Ideas shaping client relationships

Perspectives from our team and community on the craft, strategy, and technology behind human-centered growth.

CRM comparison dashboards
CRM Strategy — 8 min read
Dynamics 365 CRM vs Salesforce: Which Is Right for Your Business in 2025?
Comparing Dynamics 365 vs Salesforce? Discover which CRM platform fits your business needs, budget, and growth goals in this comprehensive 2025 guide.
Team collaborating around a whiteboard
Dynamics 365 — 9 min read
What Is Microsoft Dynamics 365? A Complete Guide for Business Leaders
New to Dynamics 365? This complete guide explains what Microsoft Dynamics 365 is, how it works, and why business leaders are choosing it for digital transformation.
Team working with data and workflows
Power Platform — 8 min read
Power Platform Explained: Apps, Automate, BI, and Dataverse
Confused about Microsoft Power Platform? Learn how Power Apps, Power Automate, Power BI, and Dataverse work together to transform your business processes.
Financial planning and budgeting
Pricing — 9 min read
How Much Does Dynamics 365 CRM Cost in Canada? 2025 Pricing Breakdown
Planning a Dynamics 365 budget? Get a complete breakdown of Dynamics 365 CRM pricing in Canada, including licenses, implementation, and hidden costs in 2025.
Enterprise team meeting
Enterprise — 9 min read
Top 10 Benefits of Implementing Dynamics 365 CRM for Enterprises
Discover the top 10 benefits of Dynamics 365 CRM for enterprises, including better customer insights, automation, scalability, and measurable ROI in 2025.
Financial advisor meeting with client
Financial Services — 10 min read
Dynamics 365 for Financial Services: Compliance, Security, and Client Management
Learn how Dynamics 365 helps financial services firms manage clients, ensure compliance, and secure sensitive data while improving operational efficiency.
Developers and business users collaborating
Power Apps — 9 min read
Power Apps vs Traditional Development: When to Use Low-Code Solutions
Should you build custom apps with Power Apps or hire developers? Learn when low-code solutions work best and when traditional development is necessary.
Team planning a CRM implementation
Implementation — 9 min read
Common Mistakes Companies Make When Implementing Dynamics 365 (And How to Avoid Them)
Avoid costly Dynamics 365 implementation mistakes. Learn the top pitfalls companies face and how to ensure your CRM project succeeds from day one.
Connected business systems illustration
Integration — 9 min read
CRM Integration 101: Connecting Dynamics 365 to Your Existing Tools
Learn how to integrate Dynamics 365 with ERP, marketing, accounting, and communication tools. A practical guide to CRM integration strategies and best practices.
Canadian skyline and technology concept
Canada — 8 min read
Why Canadian Businesses Choose Dynamics 365
Discover why Canadian businesses choose Microsoft Dynamics 365 for CRM, operations, and digital transformation—from data residency to deep Microsoft 365 integration.
Sales team analyzing data
Sales — 12 min read
Dynamics 365 Sales Deep Dive: Features, Benefits, and Best Practices
Master Dynamics 365 Sales with this comprehensive guide. Learn about lead management, opportunity tracking, forecasting, and sales automation best practices.
Business case analysis
ROI — 10 min read
Building a Business Case for Dynamics 365 CRM: ROI, TCO, and Value Realization
Learn how to build a compelling business case for Dynamics 365 CRM. Calculate ROI, understand TCO, and demonstrate value to stakeholders.
Customer service representative
Customer Service — 11 min read
Dynamics 365 Customer Service: Building a World-Class Support Operation
Transform your customer service with Dynamics 365. Learn about case management, omnichannel support, knowledge bases, and AI-powered service features.
Automation and workflow
Automation — 11 min read
Power Automate for Dynamics 365: A Complete Automation Guide
Unlock the power of automation in Dynamics 365 with Power Automate. Learn to build flows, integrate systems, and automate business processes.
Data migration concept
Migration — 10 min read
CRM Data Migration Guide: Moving to Dynamics 365 Without Losing Your Mind
Planning a CRM migration? This comprehensive guide covers data migration strategies, common pitfalls, and best practices for moving to Dynamics 365.
Business intelligence dashboard
Analytics — 10 min read
Power BI + Dynamics 365: Unlocking CRM Analytics and Insights
Transform your CRM data into actionable insights. Learn how to connect Power BI to Dynamics 365, build dashboards, and drive data-informed decisions.
Project roadmap planning
Implementation — 12 min read
Dynamics 365 Implementation Roadmap: From Planning to Go-Live
A step-by-step guide to planning and executing a successful Dynamics 365 implementation. Phases, timelines, and critical success factors.
Manufacturing factory floor
Manufacturing — 10 min read
Dynamics 365 for Manufacturing: Streamlining Operations and Customer Relationships
Learn how manufacturing companies use Dynamics 365 to manage dealer networks, track equipment, and provide better customer service.
Security and compliance
Security — 9 min read
Dynamics 365 Security and Compliance: A Guide for Canadian Organizations
Understand Dynamics 365 security architecture, compliance certifications, and best practices for protecting customer data in Canada.
AI and automation
AI — 11 min read
The Future of CRM: AI, Automation, and Microsoft Copilot
Explore the future of CRM with Microsoft Copilot, AI automation, and intelligent insights. Learn how AI transforms Dynamics 365 sales and service.