by Daniel Norris | Mar 31, 2025 | CRM, D365 Marketing, Insights, What's new?
Let’s be honest—managing customer data isn’t always smooth sailing. The lead and sales process is complex and varies greatly from business to business, with different touchpoints, decision-making timelines, and customer journeys. Every organisation has its own way of... 
by Daniel Norris | Mar 14, 2025 | CRM, D365 Marketing, Insights
As your business grows, so does your customer data. Managing this information in separate systems can be a challenge when coordinating campaigns and building an accurate customer view. What if there were a way to unify behavioural, transactional, and demographic data... 
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 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 reduce the effort of creating these article? That’s where 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...