Curious to know what’s next in modern CRM? Let’s dive into the latest features and innovations in the spring 2025 release of Microsoft Dynamics 365 Apps. We'll take a look at Dynamics 365 Sales, Customer Service and Customer Insights (including Journeys).AI agents and Copilot enhancements take a front seat in this latest release, improving sales insights, customer service and more. Whether you're a seasoned user or new to Microsoft Dynamics 365, this session will provide valuable insights to help you leverage the platform to its fullest potential. Don't miss out on the opportunity to stay ahead of the curve and maximize your investment in Dynamics 365.Register … [Read more...] about Next-Gen Dynamics 365: Latest Features in Spring 2025
Is it time to invest in a CRM for your SMB? 5 signs
Are you struggling to keep tabs on an ever-increasing number of leads as your small business grows? Congratulations! Are opportunities falling through the cracks because you can’t keep up without a CRM for your SMB? Uh oh!As small businesses grow into medium-sized companies, the growing pains can range from annoying to uncomfortable to downright overwhelming. A small business can operate on quick tools or home-grown solutions for only so long. At some point you will want to consider investing in a full-fledged Customer Relationship Management (CRM) system.What is a CRM? It’s a centralized tool to help you track interactions with leads as they step through your sales process. A CRM can help you keep tabs of all the moving pieces of … [Read more...] about Is it time to invest in a CRM for your SMB? 5 signs
Boyer welcomes new CRM solution architect
Boyer & Associates is growing its CRM consulting team. Please join us in welcoming Wisconsin native Lance Squires as a Power Platform/CRM Solution Architect.Spurred on by a life-long desire to learn new things, Squires spent his teen years dabbling in computer coding and building or fixing computers for family members.“My dad just installed a sense of curiosity and the desire to understand the world around me,” Squires said. “He made me always question the things around me and allowed me to want to understand things in general as well as how things work.”Fascinated with weather patterns, Squires initially went to the University of North Dakota with the intent of becoming a broadcast meteorologist. Three years into the program, he … [Read more...] about Boyer welcomes new CRM solution architect
