Caf2Code LLC

80% of CRM projects fail — not because of the technology, but because of poor implementation. Here’s a breakdown of the most common CRM challenges (and how to fix them) CHALLENGE 1: Poor User Adoption → If your team isn’t using the CRM, it’s useless. SOLUTION: ? Simplify the interface — remove unnecessary fields. ? Train your team on how to use it effectively. ? Get leadership to model CRM usage. CHALLENGE 2: Bad Data Quality →Incomplete, duplicate, and inaccurate data = bad decisions. SOLUTION: ? Clean up existing data. ? Set clear rules for data entry. ? Automate validation to prevent errors. CHALLENGE 3: Lack of Automation → Manual processes slow everything down. SOLUTION: ? Automate lead follow-ups, task creation, and data entry. ? Set up workflows to streamline repetitive tasks. CHALLENGE 4: No Actionable Insights → Reports are only as good as the data behind them. SOLUTION: ? Build real-time dashboards with key metrics. ? Ensure data is accurate and consistent. ? Review and adjust KPIs regularly. CHALLENGE 5: No Clear Ownership → When no one’s responsible, everything falls apart. SOLUTION: ? Assign a CRM admin to oversee data quality and usage. ? Create accountability at the team level. Key Takeaways: - Simplify the system - Clean and standardize your data - Automate wherever possible - Build reports that drive action - Assign ownership What’s been your biggest CRM challenge? Let me know in the comments! P.S. Follow #Caf2Code for more CRM tips and insights. P.P.S. Need help getting your CRM on track? Let’s chat. Caf2Code LLC #dynamics365 #microsoftpartner #CRM #dynamics365sales

How to Simplify the Migration from GP to Business Central - by Caf2Code LLC - https://bit.ly/43lJ7XZ

Clippy is alive and well at #MVPSummit!! I was able to snag a picture!! Also pictured, one of Clippy’s soon to be biggest fans, ?? Baby Girl Burke expected to arrive July 2025! Based on her movement today she is just as excited about all the amazing #D365FO Finance features we learned about today!! Caf2Code LLC #MVPBuzz

?? Exciting news! Our latest podcast episode, "AI & F&O: The Future of Business Operations," is now live! Join Kayla R. and Bill Whalen as they explore how AI is revolutionizing ERP systems and transforming business operations. Special guest Beau Schwieso from Caf2Code LLC shares his insights on the future of AI in accounting and operational efficiency. Don't miss out on this insightful discussion! #AI #BusinessOperations #ERP #MicrosoftDynamics #Cafe2Code #TechInnovation #PodcastRelease #DigestibleDynamics

You finally get buy-in for a CRM project. And then reality hits: ? No one agrees on requirements ? Data lives in 17 spreadsheets and 3 legacy systems ? Users are already plotting to go back to Excel It’s not your fault. Most CRM roadblocks are predictable — and avoidable. IF you know where to look. We just dropped a new video: "Common CRM Implementation Challenges and Solutions: Overcome Roadblocks Quickly" No fluff. Just practical advice from our years of experience. The kind of stuff you wish more people learned before project kickoff. Whether you're mid-implementation or still evaluating, this one’s worth 6 minutes of your time. ?? Watch it here: https://lnkd.in/euiDy8rH What’s the biggest CRM roadblock you’ve faced? Drop it in the comments ?? Follow #caf2code for tips and insights from our team. Need help untangling your implementation? Reach out ?? #dynamics365 #crm #dynamics365sales #microsoftpartner Caf2Code LLC

Your CRM is only as good as your adoption rate. If your team isn’t using it, it’s worthless. Low user adoption is one of the biggest reasons CRM projects fail — and it’s more common than you think. → According to a Gartner study, 50% of CRM projects fail to meet expectations due to low adoption rates. → A Forrester report found that only 40% of sales teams fully adopt their CRM. And forcing people to change their workflows without explaining why? That’s a fast track to failure. In this clip, I’m breaking down exactly how to fix low CRM adoption — but that’s just one piece of the puzzle. The full video drops tomorrow, covering the most common CRM challenges and how to fix them. If CRM adoption (or any other challenge) is holding your business back, don’t miss the full video tomorrow. PS Follow #caf2code for more insights and tips from our team #microsoftpartner #dynamics365 #d365sales Caf2Code LLC #CRM

Most companies struggle with CRM — not because the tool is bad, but because the implementation is flawed. → Sales teams don’t update records. → Data is scattered and inconsistent. → Reports are useless because they’re built on bad data. Sound familiar? ?? The good news: these are fixable problems. Here’s a step-by-step solution to the most common CRM challenges: Step 1: Start with a Clear Goal → What’s the purpose of your CRM? (Sales tracking? Customer service? Marketing automation?) → Define one core outcome you want to achieve — then build around it. Step 2: Clean Up Your Data → Bad data = bad decisions. → Remove duplicates, fix formatting issues, and create standard naming conventions. Step 3: Automate the Boring Stuff → Create workflows for follow-ups, lead assignments, and task reminders. → If it’s repetitive, automate it. Step 4: Make It Easy to Update → Sales teams won’t use the CRM if it’s painful. → Remove unnecessary fields and keep the interface clean. Step 5: Set Up Real-Time Dashboards → Static reports = outdated insights. → Create dynamic dashboards that update automatically. Step 6: Train Your Team (And Keep Training) → A one-time training session won’t cut it. → Provide ongoing training and make sure new hires are onboarded correctly. Step 7: Establish Accountability → If no one owns CRM success, it will fail. → Assign responsibility for data quality, user adoption, and reporting accuracy. Step 8: Review and Optimize Regularly → CRMs aren’t "set it and forget it." → Schedule regular reviews to identify gaps, update processes, and improve performance. To Recap: ? Start with a clear goal ? Clean up your data ? Automate what you can ? Make it easy to use ? Train, measure, adjust What’s been your biggest CRM challenge? Let me know in the comments! ?? P.S. Follow #caf2code for more insights on CRM and business process optimization. P.P.S. Need help fixing your CRM? Let’s chat. #dynamics365 #dynamics365sales #microsoftpartner Caf2Code LLC #dynamics365CRM #CRM

We’re proud to partner with Caf2Code, a trusted consulting firm specializing in ERP and Business Intelligence solutions. With deep expertise in Microsoft Dynamics 365, Power BI, and cloud technologies, Caf2Code helps businesses align their technology investments with their strategic goals. By partnering with DynamicWeb, Caf2Code can now offer clients a fully integrated eCommerce solution that seamlessly connects with ERP systems, PIM, and digital marketing tools. This collaboration ensures that businesses can enhance their digital presence, optimize operations, and drive long-term growth. “We have personally found that DynamicWeb really fills that gap of both affordability and adoptability,” said Justin Carter, VP of Technology at Caf2Code. “DynamicWeb allows us to not only implement a headless eCommerce solution, but it also allows us to implement the CMS backend, the marketing components, and the product information management (or PIM) solution separate from the overall suite itself. We know that by continuing this partnership together with DynamicWeb, we can achieve success." Learn more about our partnership: https://okt.to/JOZi8e What do you value most in a technology partner? Let us know in the comments!

Why do some companies have flawless GP to BC migrations while others struggle? Preparation. It’s not the migration tool. It’s not the version of GP. It’s not even the data volume. It’s how they prepare before the migration. Here’s how successful migrations happen (and where most companies go wrong): 1. They Clean Up Data Before the Migration - Average companies: “We’ll clean it up after the migration.” ? Successful companies: Ruthlessly clean up customers, vendors, and transactions before migrating — duplicates, outdated records, and unnecessary data all get removed. 2. They Only Migrate What Matters ?? Average companies: “Just move everything over.” ? Successful companies: Strategically decide which historical data is actually valuable — and leave the rest behind. 3. They Map GP Segments to BC Dimensions ?? Average companies: “It’ll work itself out.” ? Successful companies: Carefully map GP’s segments to Business Central’s dimensions to avoid post-go-live chaos. 4. They Confirm SQL Compatibility First ?? Average companies: “We’ll figure it out later.” ? Successful companies: Confirm their SQL Server version meets Microsoft’s requirements before starting the migration. 5. They Build a Plan for Custom Workflows ?? Average companies: “The tool will handle it.” ? Successful companies: Create a workaround for any custom GP modules and third-party add-ons that won’t transfer automatically. 6. They Test Everything in a Sandbox ?? Average companies: “We’ll fix issues as they come up.” ? Successful companies: Run a full test migration in a sandbox, fix issues, and only go live once everything checks out. Most companies don’t fail during the transfer — they fail in the prep. That’s why this clip is so important ?? ?? In the clip, we break down exactly what moves over from GP to BC, where companies get stuck, and how to avoid the most common pitfalls. Watch the full video to get the complete playbook → (Link in comments) Psst...If you made it this far, you'll want to follow us #caf2code we love to share d365 tips and tricks ?? #microsoftpartner #dynamics365 #dynamics365GP #dynamics365businesscentral #erp

If your GP to Business Central migration feels impossible… Follow these 3 steps: 1. Set up a test migration. Don’t go all in right away. Start with a small dataset in a sandbox environment. Fix the issues before you scale. 2. Focus on core customizations only. Not every GP customization needs to carry over. Only rebuild the ones that actually drive business value. 3. Train your team BEFORE go-live. Don’t leave them to figure it out on the fly. Hands-on training boosts adoption and reduces downtime. When the migration’s done? Monitor performance. Fix gaps. Repeat until everything runs smoothly. Want the full roadmap? Grab it here → https://lnkd.in/gQxrbnmZ Psst...Follow #caf2code for more insights and tips from our team #microsoftpartner #dynamics365 #businesscentral #gptobc #dynamics365gp