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 available to preview in Dynamics 365 Marketing and Customer Insights – Journeys, which Microsoft says will be generally available from October. In this article, we will examine the key points of... 
by Warren Butler | Jul 29, 2024 | AI, Copilot, CRM, D365 Sales, Dynamics Features, Insights
You don’t need to be a wizard in prompt engineering to wield the power of AI in Dynamics 365. Meaningful insights and time-saving benefits can start with a simple query. If you are new to Copilot in Dynamics 365 or unsure how it can help, this article showcases... 
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. We’re excited to see what’s coming soon and looking forward to testing the new features. In this article,... 
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,... 
by Warren Butler | Jul 8, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
With Microsoft Dynamics 365 Business Central and Dynamics 365 Sales both offering customer relationship management capabilities, you may be wondering which is the best fit for your business. This article provides a high-level overview of each module to help you make...