by Daniel Norris | May 13, 2025 | AI, Copilot, CRM, D365 Customer Service, Dynamics Features, Insights, What's new?
Customer service reps often spend too much time writing case emails – slowing response times and draining productivity. In addition, some of the best service reps are hands-on problem solvers — not necessarily polished writers. Did you know that nearly 80% of... 
by Daniel Norris | Apr 29, 2025 | CRM, D365 Marketing, Dynamics Features, Insights, What's new?
When hosting events, you compete for your invitee’s attention. You’ve spent your time and resources planning and executing a campaign, but in the final step, a prospective attendee might give up filling out the registration form. Asking people to provide the... 
by Warren Butler | Apr 28, 2025 | CRM, D365 Marketing, Insights, Security
Of all the Dynamics 365 marketing features in real-time journeys, consent management is the one we receive the most questions about. That’s partly because consent is managed differently in real-time journeys than the deprecated outbound marketing module, creating an... 
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...