by Daniel Norris | May 13, 2025 | AI, Copilot, CRM, D365 Customer Service, Dynamics Features, Insights, What's new?
Customer service reps often spend too much time writing case emails – slowing response times and draining productivity. In addition, some of the best service reps are hands-on problem solvers — not necessarily polished writers. Did you know that nearly 80% of... 
by Daniel Norris | Apr 29, 2025 | CRM, D365 Marketing, Dynamics Features, Insights, What's new?
Form prefill in Dynamics 365 Customer Insights populates form fields automatically using existing contact data from your CRM. When someone clicks a tracked link in a Customer Insights email, the form recognises them and fills in their details. The prefill token is... 
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...