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Outdated audit settings can create critical compliance and data security gaps, exposing your business to unnecessary risks.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... 
by Daniel Norris | Oct 7, 2024 | CRM, D365 Marketing, Insights, What's new?
Click bots inflate email click rates, making it harder to assess real engagement. Click bot protection in Dynamics 365 Customer Insights filters out automated clicks in real-time journeys, providing more accurate reporting.. Marketers face an ongoing challenge to... 
by Daniel Norris | Sep 26, 2024 | Advice, CRM, Insights, Storage
Behind every successful customer experience is a dedicated support team, working tirelessly to resolve issues and enhance systems. Providing exceptional customer support goes beyond fixing issues—it’s about collaboration, transparency and continuous improvement....