by Warren Butler | Jan 3, 2024 | Advice, CRM, Insights
Implementing a Dynamics 365 CRM system is a significant step but the real success lies in ensuring that people effectively adopt this technology. To ensure impact and realise the potential value of Dynamics 365 CRM, this article shares best practices to avoid or... 
by Warren Butler | Dec 20, 2023 | Advice, Dynamics Features, Insights, Security
Role-based security simplifies the balancing act between user access and protecting your data in Dynamics 365. By implementing roles mapped to teams and their activities, you can can simplify user configurations to avoid the complexity of managing these individually.... 
by Warren Butler | Dec 15, 2023 | AI, Copilot, Insights, What's new?
Microsoft recently released findings highlighting the early productivity potential of Copilot – its AI assistant technology is now integrated across popular apps, including Outlook and Dynamics 365. Based on surveys of hundreds of global users, results show Copilot... 
by Warren Butler | Dec 12, 2023 | AI, Copilot, D365 Sales, Dynamics Features, Insights, Security
Reports of businesses blocking employees from using ChatGPT and other AI tools might seem counter-productive considering that most people would delegate as many tasks to AI as possible if it could reduce their workloads. But if sensitive organisational data is shared... 
by Warren Butler | Dec 4, 2023 | Advice, Insights, Storage, What's new?
Data volumes are expanding fast, which can come with headaches and increased costs. Dataverse retention policies can help you refine your data management, retaining unlimited records without burning through your budget. Configuring custom retention policies allows...