by Warren Butler | Jul 24, 2025 | Insights, Portals
Web portals address a growing gap between how customers contact businesses and how they would prefer to. YouGov research shows 65% of UK adults still phone for service, but only 31% prefer it [1]. Most people would rather find answers themselves than be forced through... 
by Warren Butler | Jul 22, 2025 | CRM, D365 Customer Service, D365 Sales, Dynamics Features, Insights
Customer interactions happen everywhere. Phone calls during commutes, emails between meetings, follow-up tasks handled on mobile devices, and new contacts met at events. These touchpoints represent valuable relationship data that can easily slip through the cracks.... 
by Warren Butler | Jul 18, 2025 | Copilot, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?
Microsoft’s 2025 Release Wave 2 introduces new features rolling out between October and March 2026. AI-powered agents and innovations lead the way, along with many additional capabilities also announced. In this article, we’ve shared some highlights across... 
by Warren Butler | Jul 14, 2025 | Insights, Portals
An outdated web portal does not always need replacing. Every portal is built on three layers: the data foundation, the logic engine, and the user interface. Problems that look fundamental are often concentrated in one layer, usually the interface. When the data... 
by Daniel Norris | Jul 3, 2025 | Advice, AI, D365 Sales, Dynamics Features, Insights, Security, What's new?
We review plenty of new advancements that are introduced into Dynamics and the Power Platform. If the answer to the question is: Should we use it? We usually like to say yes. Newer is often better! This time, the answer is more complicated. A new capability in... 
by Daniel Norris | Jul 1, 2025 | Advice, D365 Marketing, Insights
This checklist covers eight areas to review before activating a Real-time Journey in Dynamics 365 Customer Insights. It spans content, consent, compliance, journey configuration, sender details, rendering, and analytics. Litmus found that 96% of five million tested...