by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
How do you capture data from your web forms in Dynamics 365? One method might be to implement a custom workflow to import these submitted forms, but this needs to be configured. That’s why some organisations don’t have integrated forms so this data... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
If your organisation faces declining engagement, digital transformation offers a path to revitalising member participation and retention. Perhaps you are held back by outdated technology that restricts your ability to connect with your community effectively.... 
by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Consider situations where team members can’t view the complete details of marketing emails sent to customers. While copies of these messages are available in the Dynamics 365 timeline, they don’t display personalisation detail. If messages are personalised... 
by Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
As an administrator, you know that securing Dynamics 365 data isn’t optional. With threats increasing faster than ever, a breach could wreck your organisation’s reputation. That’s why having a rock-solid security strategy is critical to protect against... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Whether you are migrating to a new system, you’ve attended an event or purchased data, at some point you’ll want to import data into Microsoft Dataverse and Dynamics 365. Our guide covers the process, important considerations and best practices. Scroll to... 
by Warren Butler | Mar 13, 2024 | AI, CRM, D365 Customer Service, Digital Transformation, Dynamics Features, Insights
To save time and improve experiences, Dynamics 365 Customer Service included AI features that draw on your data and trusted resources. Boosting Productivity with Copilot for Service Nucleus Research predicts that service teams will benefit most from AI, as...