by Warren Butler | Apr 28, 2025 | CRM, D365 Marketing, Insights, Security
Of all the features in Dynamics 365 Customer Insights, consent management is the one we receive the most questions about. It is a powerful and flexible framework, but its concepts are not always immediately clear. The model uses two core components: a central... 
by Warren Butler | Apr 9, 2025 | Insights, Portals
Web portals reduce compliance administration by moving consent collection, checklists, incident reporting, and document management into a single connected system. Instead of emailing forms back and forth or tracking certifications in spreadsheets, portal users... 
by Warren Butler | Apr 2, 2025 | D365 Marketing, Insights
Fragmented customer data creates visibility gaps, so it’s no surprise that highly personalised communications triggered in real-time remain difficult for many marketing teams. The solution lies in a unified approach. Dynamics 365 Customer Insights offers exactly that... 
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 Warren Butler | Mar 20, 2025 | D365 Marketing, Insights, Licensing
Unlike most Microsoft business applications, Dynamics 365 Customer Insights is not licensed per-user. A single per-tenant licence provides access to both the data and journey applications for your organisation. This capacity-based model means your costs are determined... 
by Daniel Norris | Mar 14, 2025 | CRM, D365 Marketing, Insights
Dynamics 365 Customer Insights – Data unifies behavioural, transactional, and demographic information from across your systems into a single customer profile. Once unified, you can segment audiences, enrich profiles with external sources, and export data to...