by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights
The terminology and jargon surrounding Dynamics 365 can easily confuse and overwhelm. To help you navigate this landscape, we’ve created a cheat sheet of common terms and concepts you’re likely to encounter. This guide aims to demystify the jargon and help you get up... 
by Warren Butler | May 10, 2024 | CRM, Digital Transformation, Insights, Success Stories
We’re delighted to unveil a case study showcasing our partnership with Hill Dickinson, a leading global commercial law firm. Discover how our collaboration has supported Hill Dickinson’s digital transformation ambitions, utilising the strengths of... 
by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
How do you capture data from your web forms in CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process them automatically. Both methods require time and resources. This process is made easier if you... 
by Warren Butler | Apr 29, 2024 | D365 Sales, Insights, Licensing
Dynamics 365 Sales adapts to organisational processes and offers multiple licensing options. Understanding these differences is crucial for choosing the right license that aligns with your requirements, ensures sufficient functionality, and avoids overpaying for... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
If your membership-based organisation faces declining engagement, digital transformation offers a path to revitalising member loyalty and retention. Yet, many find themselves trapped in legacy technology and outdated modes of operation, preventing them from... 
by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Consider situations where account managers or service representatives are unable to view the complete details of marketing emails sent to customers. While copies of these messages are available in each CRM record history, they only display the default template text...