by Warren Butler | Jul 22, 2025 | CRM, D365 Customer Service, D365 Sales, Dynamics Features, Insights
Customer interactions happen everywhere. Phone calls during commutes, emails between meetings, follow-up tasks handled on mobile devices, and new contacts met at events. These touchpoints represent valuable relationship data that can easily slip through the cracks.... 
by Warren Butler | Jul 18, 2025 | Copilot, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?
Microsoft’s 2025 Release Wave 2 introduces new features rolling out between October and March 2026. AI-powered agents and innovations lead the way, along with many additional capabilities also announced. In this article, we’ve shared some highlights across... 
by Warren Butler | Jul 14, 2025 | Insights, Portals
Some web portals seem frozen in time. Whether completing an application, scheduling a job, reporting an issue or logging into an account, these outdated websites turn simple tasks into frustrating exercises. People abandon processes, support tickets increase, and... 
by Daniel Norris | Jul 3, 2025 | Advice, AI, D365 Sales, Dynamics Features, Insights, Security, What's new?
We review plenty of new advancements that are introduced into Dynamics and the Power Platform. If the answer to the question is: Should we use it? We usually like to say yes. Newer is often better! This time, the answer is more complicated. A new capability in... 
by Daniel Norris | Jul 1, 2025 | Advice, D365 Marketing, Insights
Managing complex journeys in Customer Insights is challenging. It’s easy to miss something, which can impact the performance of your journey or send the wrong message to your customers. We’re human, and we can all make mistakes. Out of 5 million tested emails by... 
by Warren Butler | Jun 18, 2025 | Dynamics Features, Insights
Microsoft quietly rolled out timeline bookmarks in 2023 for Dynamics 365 and Power Apps, but many users missed what could be one of the most practical productivity enhancements to hit the platform in recent years. While Copilot features grab headlines, timeline...