How MSPs can scale faster and work smarter with automation
Let’s face it: running an MSP today isn’t getting any easier. With clients expecting more and emerging industry trends like AI to consider, you need smart solutions to stay ahead. Managing all this without overloading your team is a constant challenge, especially since the manual processes that worked five years ago just aren’t cutting it […]
If you can automate these 5 MSP workflows, you’re ready to scale
One of the most asked questions by customers installing Dynamics CRM used to be, “Can we manage the project from the Dynamics CRM web app?” Or, “is there a way to manage resources on a single project directly from CRM?” And these questions made sense. Dynamics CRM was handling the customer’s order from when it was a lead up until it was invoiced. Why not take it a step further and allow customers to manage the projects from the same interface?
