by Warren Butler | Jan 22, 2025 | CRM, D365 Sales, Insights
Businesses need sales tools that adapt as quickly as market conditions change. Dynamics 365 Sales offers precisely that adaptability, empowering teams to focus on building relationships and closing deals. Let’s explore 12 features that can transform your sales... 
by Daniel Norris | Jan 10, 2025 | AI, Copilot, CRM, D365 Customer Service, Insights, What's new?
A strong knowledge base is the bedrock of successful Customer Service teams. Investing in it pays off by accelerating future case resolutions. But what if we could streamline the process of creating these resolutions? Enter Copilot’s Customer Knowledge... 
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 Daniel Norris | Dec 4, 2024 | Advice, CRM, D365 Marketing, Insights
Ready to elevate your event management? The Dynamics 365 Customer Insights events planner leverages automation through Real-Time Journeys to ensure smooth events. Events have diverse goals and are delivered through a mix of mediums. Thankfully, the Customer Insights... 
by Daniel Norris | Oct 23, 2024 | Advice, CRM, Insights, Security, Storage
Outdated audit settings can create critical gaps in compliance and data security, exposing your organisation to unnecessary risks. The consequences of inadequate auditing can be severe, potentially leading not only to legal repercussions but also to reputational... 
by Warren Butler | Oct 11, 2024 | Advice, CRM, Insights
Did you know that at least a third of CRM projects fail to meet their goals? User resistance often creates the main barrier, with manual data entry presenting a significant hurdle for CRM users. The key to successful digital adoption lies in understanding that...