by Warren Butler | Jul 10, 2026 | Insights, Portals
In short: A supplier portal lets suppliers complete their annual compliance declarations online and upload renewed certificates as they expire, with each confirmation tracked in Dynamics 365. Automated reminders replace the email chase, and documents can be checked... 
by Warren Butler | Jul 3, 2026 | D365 Sales, Insights, Portals
In short: Channel conflict usually starts because partners cannot see which accounts are already claimed elsewhere in your channel. A deal registration portal lets them check a prospect against your Dynamics 365 data before they continue, then time-stamps and protects... 
by Warren Butler | Jun 30, 2026 | Insights, Portals
In short: A grant application portal is a website where charities and individuals apply for funding and recipients manage awarded grants in one place. We build these to work with Microsoft Dynamics 365, making applications easier to complete, capturing consistent... 
by Warren Butler | Jun 24, 2026 | Insights, Portals
In short: An online volunteer registration portal lets people sign up, choose how and when they want to help, and start your vetting checks in one sitting. Everything they enter writes straight into your CRM as a structured record, not scattered emails and... 
by Warren Butler | Jun 9, 2026 | AI, Digital Transformation, Insights
In short: The fastest-paying AI agent idea is rarely your most critical process — those are hardest to change. Prioritise the repetitive task people already want off their plate: one that runs often, sits close to revenue or risk, uses data you trust and proves its... 
by Warren Butler | May 28, 2026 | D365 Marketing, Insights
In short: When marketing automation sits apart from Dynamics 365, sales and service teams work blind to what marketing sent, and marketing risks working with stale or incomplete data. Real-time marketing in Dynamics 365 Customer Insights – Journeys stores marketing...