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... 
by Warren Butler | Mar 11, 2025 | Advice, AI, Digital Transformation, Insights
Microsoft’s Agents of Change report explores AI opportunities for UK businesses and how agentic AI transforms performance. Findings show that organisations with clear AI strategies gain in productivity and profitability. This divide emphasises the need for a...