by Warren Butler | Jan 24, 2025 | Advice, CRM, Insights
Are lengthy development cycles and delayed feedback hindering your Dynamics 365 implementation? It’s time for a more efficient approach. Agile project frameworks offer a practical approach, focusing on flexibility, speed, and early results. By streamlining... 
by Warren Butler | Jan 22, 2025 | CRM, D365 Sales, Insights
Dynamics 365 Sales provides intuitive tools that enable agility, empowering teams to focus on building relationships and closing deals. In this article, we’ll highlight 12 of its features that can transform sales operations, save time, and scale growth. From... 
by Warren Butler | Jan 6, 2025 | Insights, Power Platform, Storage, What's new?
Accidentally deleting one or more Dynamics 365 records is a dreaded experience. Deleting an account is particularly harmful because cascading behaviour also removes related contacts, leads, activities, and other records. If numerous subsequent changes have been made... 
by Warren Butler | Jan 2, 2025 | Advice, AI, CRM, Insights
The beginning of a new year is an ideal opportunity to assess how well your CRM system meets your current needs and identify areas for improvement. Below, we’ve shared 15 suggestions, including usage tips, best practices, new features, and trends. Whether you are a... 
by Warren Butler | Dec 17, 2024 | Insights, Power Platform
Discover how to increase the value of your business data with visuals that reveal actionable insights to drive confident decisions. By watching this recorded webinar with our partners at Hopton Analytics, discover the art of the possible and see examples of how Power...