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... 
by Daniel Norris | Dec 4, 2024 | Advice, CRM, D365 Marketing, Insights
The Dynamics 365 Customer Insights events planner applies automation through the Real-Time Journeys module to help you manage smooth events. These event planning capabilities have various administrative and integration options for organising events, so let’s... 
by Daniel Norris | Oct 23, 2024 | Advice, CRM, Insights, Security, Storage
Outdated audit settings can create critical compliance and data security gaps, exposing your business to unnecessary risks. The consequences of inadequate auditing can be severe, potentially leading reputational damage. Regulatory pressures vary across industries, but... 
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 users. The key to successful digital adoption lies in understanding that it’s...