by Warren Butler | Aug 9, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Keeping track of the various terminology and name changes associated with the Dynamics 365 marketing product can be challenging. If you are considering implementing Customer Insights—Journeys or want to learn more about the product, we’ve compiled this glossary... 
by Warren Butler | Aug 2, 2024 | CRM, D365 Marketing, Dynamics Features, Insights, What's new?
The long-awaited double opt-in feature for real-time journeys is now available for Customer Insights – Journeys. In this article, we will examine the key points of the new Dynamics 365 double opt-in feature (also known as confirmed opt-in). What is double... 
by Warren Butler | Jul 29, 2024 | AI, Copilot, CRM, D365 Sales, Dynamics Features, Insights
You don’t need to be an expert in prompt engineering to wield the power of AI in Dynamics 365 Sales. This article looks at prompts you can use to save time and boost efficiency by generating actionable insights from your data. Accessing Copilot Chat in Dynamics... 
by Warren Butler | Jul 19, 2024 | Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?
On 16th July, Microsoft unveiled its 2024 Release Wave 2 plans detailing the latest features planned for release between October 2024 and March 2025. In this article, we’ve provided a bite-sized overview, highlighting 33 announcements across the 2024 Release Wave 2... 
by Warren Butler | Jul 12, 2024 | CRM, Dynamics Features, Insights
Understanding views is essential for effectively using Dynamics 365. If you’re new to Dynamics, this post will guide you through the basics of working with read-only grids. In Dynamics, views display lists of records for each table, such as accounts, contacts, leads,...