by Warren Butler | May 15, 2025 | AI, Digital Transformation, Insights
Working in a membership organisation often means managing rising expectations with shrinking resources. Achieving more with less has become the norm – stretching teams and systems to their limits. Non-profits report average expense increases of 14-18% for... 
by Daniel Norris | May 15, 2025 | D365 Marketing, Dynamics Features, Insights, What's new?
With Dynamics 365 Customer Insights – Data, you can now target customers based on their campaign engagement. Marketers can now create dynamic audience segments using real-time engagement data from past marketing campaigns and activities – without building... 
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...