Choosing an ERP system is one of the most important strategic decisions faced by a COO or CFO in a company with revenues exceeding PLN 20 million. In...

In a company committed to growth, an ERP system is no longer just accounting software—it’s the backbone of the entire organization. It supports finance, sales, inventory, and production...

In an age of widespread access to information, customers expect more from salespeople than just a product presentation. They expect a partnership and an understanding of their specific...

Implementing artificial intelligence in the sales department is not just a technological project, but above all a cultural shift. Even the most advanced tool...

Every sales manager is familiar with this scenario: a sales rep spends hours preparing for the meeting, analyzing the client’s profile, and making contact, only to find that after five minutes of the meeting...

In the world of modern business, the pressure to increase revenue is constant. For years, the recipe for success seemed simple: want to sell more? Hire more salespeople...

Microsoft Copilot, integrated with Dynamics 365 Sales, is more than just an information search tool. It is an active participant in the process, supporting the sales representative like a personal AI assistant.

Automation in customer service is more than just a trend today—it’s a necessity in a world that expects fast, personalized, and efficient service at every turn. New...

Every year, Microsoft Partners from all over Europe look forward to this event, and 2025 was no different! On November 4-6, 2025, the Directions EMEA conference took place, which...

In today's dynamic sales environment, teams often face several key challenges. Salespeople spend a significant portion of their time performing...

The Up Next widget displays activities that you can view and perform on records. By default, it appears on lead and opportunity records...

This year's Microsoft Build conference took place May 21-23 and focused on the development of artificial intelligence, the practical application of AI, news in Co...

A conference on artificial intelligence and its applications, or AI DEV DAY, was held at Microsoft's headquarters on 25.03. It was not exclusively a sur...

In Dynamics 365, assignment rules are a mechanism that allows you to automatically route new leads, sales opportunities, and detailed information to...

Focused View is a control that allows you to focus on the current task view, effectively manage records, and perform actions on the page...

Microsoft has introduced a Try the New Look feature that allows users to see how the application interface will change according to the latest design system....

Records in the "Contacts," "Accounts," or "Leads" tables include a timeline that allows users to view activity history. It shows...

Dynamics 365, like Outlook and other email tools, allows you to send emails. The email you send should be formatted the same way as in Outlook, by...

When sending newsletters to customers, it’s crucial to determine the best time to send them. Sending them at the right time significantly boosts the open rate. In the app...

Dynamics 365 Customer Voice is a customer feedback management application that can be used to track the customer metrics that matter most to the company...

A marketing landing page is a website that serves as a point of contact with customers as part of a marketing campaign. For example, we can send an email with...

In marketing activities, users rely on a large number of images to better manage their file libraries and quickly find the images they need. In the app...

A contact-based consent preference is a type of consent based on touchpoints. In this model, customers give their consent for specific touchpoints, such as...

The Dynamics 365 Marketing app allows you to select your contacts and send them relevant marketing content based on the actions those records...

When using automated marketing campaigns—whether for regular customer engagement or one-time communications—it’s a good idea to use templates. Using...

The Dynamics 365 Marketing app was designed to simplify and streamline the work of marketing teams. Whether you're creating websites for a quick campaign or...

As part of Wave 1 2022, Microsoft introduced several intuitive features for Dynamics 365. Two major additions have been added to the new Power Apps grid control...

In the current climate, online events and seminars are an indispensable way to reach potential and existing customers. These types of initiatives help increase...

Customer expectations of companies have risen sharply in recent times. As customers, we want to be treated as individuals. Companies that are in...

To increase sales quickly and effectively, you need to generate leads. When creating campaigns and processes to attract potential customers, our ultimate goal is to...

Inspire 2021—the annual event organized by Microsoft—is now behind us. It was the biggest partner event of the year, offering numerous opportunities for business growth through...

Yesterday marked the third and final day of the DIRECTIONS4PARTNERS VIRTUAL 2020 conference. On the second day, we learned, among other things, about the integration of Microsoft...

We’ve just wrapped up the second day of DIRECTIONS4PARTNERS VIRTUAL 2020. On the first day, we learned about best practices for developing Microsoft Dynamics 365 Business Central and...

We’ve just wrapped up the first day of the DIRECTIONS4PARTNERS VIRTUAL 2020 conference, which is taking place this year from November 3–5. The event focuses on providing...

The Microsoft Business Applications Launch Event was held on October 1, 2020. This is an event about the latest innovations of products such as MS D...

Whenever crises arise, we ask ourselves how to resolve them most effectively. Regardless of geographic location or industry, the common challenge...

This marks the 13th consecutive year that Microsoft has been named a leader in Gartner’s 2020 Magic Quadrant for Analytics and Business Intelligence Platforms. For the second time, Microsoft...

Customer support and service are a key aspect both in terms of the efficiency of the service department and the strategic functioning of the entire...

Access to powerful and advanced management tools has never been easier. Thanks to the extensive and advanced capabilities of...

Boost your return on marketing investments by aligning these efforts with sales. When marketing and sales teams lack effective communication, they struggle with...

If a sales team is not organized properly, it not only fails to improve results but actually hinders their achievement. Research by Accenture shows that the so-called “c...

Remembering the days when customer service, sales registration, and order processing systems were only available on desktop computers, or possibly on laptops...

Using business process flow is one way to automate operations within a company. However, it’s important to start by...

Implementing new business processes in a company is a nightmare for many entrepreneurs. For starters, it’s difficult to create a well-optimized...

A system without regular updates can be compared to the ever-changing trends of fashion—changes are frequent, and those who don’t make a conscious effort to stay up to date...

Two weeks before Inspire, Microsoft announced that all Dynamics 365 Customer Engagement and Unified Operations subscriptions would be removed from the pricing list as of...

In today's socio-economic climate, a company's growth depends not only on its product or service offerings, but also on effectively building and...

My journey with Microsoft Dynamics 365 (a CRM tool) began about a month ago, when I started my internship at Intersys. I remember being given a few tasks...

When considering which IT system is right for your business, you should first clarify your expectations. Analyze what you want to achieve...

The variety of collaboration models we offer for IT system implementations allows us to better adapt to projects currently in the planning phase. One of the...

Dynamics 365 for Marketing is a solution designed to automate marketing activities, which can help companies convert more leads into customers...

Regardless of the system on which a business operates, any system failure can cause unforeseen disruptions to the company’s operations...

Information presented by Microsoft on Dynamics April Release 2019 refers to the latest features of the Dynamics 365 platform and Power Platform, k...

Microsoft Dynamics 365 Business Central (ERP system – Dynamics NAV) is a comprehensive solution designed to improve business management efficiency. It is fully int...

Thanks to the relatively rapid and ever-accelerating pace of globalization, terms such as Artificial Intelligence, Machine Learning, the Internet of Things, and Predictive Analysis...

A specialized module of the popular Microsoft system, Dynamics 365 for Marketing, was launched on the Polish market in late 2018, opening up new opportunities for users...

News from Microsoft, which is part of the Dynamics October Release 2018, shows that the company is consistently moving in the announced direction - One Microsoft. Increasingly g...

What should we do if we're having trouble motivating certain employees? How can we encourage them to improve their performance? How can we make our team the best...

The TSL sector has always been subject to the influences of a dynamic market environment and the demands of constantly changing order deadlines. A key factor in acquiring new customers...

From July 15–19, Las Vegas hosted Microsoft’s largest global conference, Inspire. For both the partner channel and Microsoft employees themselves...

When we talk about goals within an organization, the first thing that comes to mind is “control.” Why is that—could it be that the desire for professional growth is viewed so negatively by...

It is nearly impossible to manage the sales process without generating even a single document. Our clients ask us to prepare a preliminary offer, prepare...

The Microsoft Power BI analytics tool has been ranked first in Gartner’s report. The U.S.-based consulting firm, which specializes in the modern...

On May 25, 2018, the General Data Protection Regulation, adopted by the European Parliament and the Council of the European Union in April 2016, will come into force. The new regulation...

In late March, Microsoft announced upcoming updates to its popular CRM system, Microsoft Dynamics 365. These updates include both enhancements to existing...

In early October, Microsoft released the July Update for Dynamics 365. The upcoming update includes, among other things, a unified interface...

One of the challenges we face in our daily work is preparing the perfect proposal for our clients. The better it is, the better our chances of winning...

Efficient document management is key to optimizing business processes in our company. If we don’t want to get buried under the piles of paper surrounding us....

Marketing is one of the areas covered by Dynamics 365, offering streamlined promotional activities. Microsoft, in partnership with Adobe, is preparing...

In late June, during the Preview Executive Briefing, Microsoft announced the scope of changes included in the July Dynamics 365 update. The changes largely concern Dy...

The launch of its cloud-based CRM system has enabled Microsoft to continuously develop and improve the product. As cloud customers, we have constant access to the latest applications...

We mentioned LinkedIn as a source of potential job candidates last week. However, this social networking site has much more to offer than...

The new Microsoft Dynamics 365 module was designed to streamline the talent acquisition process and help us, as an employer, maintain a professional image....

It’s no secret that Microsoft is focusing on services based on the Azure platform. This proprietary cloud solution combines three models: SaaS, PaaS, and IaaS. Thanks to...

Anyone who has participated in a bidding process knows that the amount of work involved in preparing a bid can be daunting. If it’s a one-time bid, we treat it as a routine...

What should we do if we're having trouble motivating certain employees? How can we encourage them to improve their performance? How can we make our team the best...

Customer-centricity is a marketing approach that is gradually becoming essential. The rise of social media is forcing us to focus on all-around...

Dynamics 365 for Sales is a system designed to help us—salespeople—achieve our goals. It allows us to manage our workday, track leads, and...

The success of the implementation depends on us and our vendor. The better we prepare for the implementation, the fewer surprises we’ll encounter along the way, and the lower the risk of failure...

It’s not unusual for a new case to appear in the system. Reports can come in from all over—through the call center, at a brick-and-mortar store, on the website...

The customer experience with our company doesn’t end with the purchase. Often, it’s just the beginning of our shared journey, based on fulfilling the purchase...

It’s often the case that we want to restrict certain people’s access to data in the system. Not everyone in our company needs to see information about candidates who have sent us their...

Managing a company's finances inherently involves processing sensitive data concerning not only the company itself but also its business partners...

In just over a year, the EU General Data Protection Regulation (GDPR) will come into effect. If you are considering implementing a new IT system in the near future or...

Dynamics 365 for Sales and Dynamics 365 for Customer Service are internal customer relationship management portals. This means that access to their resources is restricted...

Now that we have implemented Dynamics CRM in our company and are using it successfully, it is worth taking a look at the tools that expand our system’s capabilities. Since...

We’ll likely revisit the topic of the differences between online and on-premises solutions from time to time. This time, to highlight the functional, technical, and...

I think we've all had trouble at some point finding an email from two years ago that contained a top-secret password for some system we haven't used in ages...

When we plan to implement a new IT system in our company, we define our requirements and budget. We draw up a long list of our requirements, wishes, and expectations...

Every implementation comes to an end eventually. Let’s be optimistic and assume it’s a success (after all, we have about a 30% chance of that). And success means going live. And that’s when the drama begins...

Communication is one of the most important factors in a project’s success or failure. Research by The Standish Group indicates that, according to IT managers, a lack of engagement...

When we decide to implement a new IT system—whether it’s a CRM, ERP, or marketing automation system—it...

The process of searching for our ideal IT system can be tedious and exhausting. Reading about the features offered by numerous tools...

Dynamics 365 for Project Service Automation. If our day-to-day work involves managing various projects, then the Project Service Automation module is designed...

We cannot build a relationship with a customer based solely on data collection. Everything that happens in our customers’ lives and how...

While this is a blog about CRM (and despite the switch to Dynamics 365, it will focus more on typical CRM features), it’s worth mentioning some ERP components...

How do you start using additional servers in older versions of Dynamics CRM? Many companies using older versions of Dynamics CRM (2016 and earlier) are wondering...

In early November, Microsoft caused a stir by launching Dynamics 365 Online. The on-premises version didn't arrive until December. According to...

Dynamics 365 for Customer Service – how to maintain customer relationships after the sale. Like the Sales module, the Customer Service module was already familiar to existing Dynamics users...

Dynamics for Sales, formerly known as Dynamics CRM. We wrote about Dynamics CRM back when this blog first started. Dynamics for Sales is, for the most part, the same as Dynamics...