by Warren Butler | Jan 24, 2025 | Advice, CRM, Insights
Many large-scale technology projects, including Dynamics 365 implementations, fail to deliver the expected return on investment. The traditional ‘big bang’ approach, with long development cycles and delayed feedback, is often the primary cause. An agile methodology... 
by Warren Butler | Jan 22, 2025 | CRM, D365 Sales, Insights
Dynamics 365 Sales includes features that most organisations are not fully using. This article covers twelve of them, grouped across AI assistance, pipeline management, collaboration, and automation. Several, including Copilot in Outlook and conversation intelligence... 
by Daniel Norris | Jan 10, 2025 | AI, Copilot, CRM, D365 Customer Service, Insights, What's new?
A strong knowledge base is the bedrock of successful Customer Service teams. Investing in it pays off by accelerating future case resolutions. But what if we could reduce the effort of creating these article? That’s where Copilot’s Customer Knowledge... 
by Warren Butler | Jan 6, 2025 | Insights, Power Platform, Storage, What's new?
Accidentally deleting one or more Dynamics 365 records is a dreaded experience. Deleting an account is particularly harmful because cascading behaviour also removes related contacts, leads, activities, and other records. If numerous subsequent changes have been made... 
by Warren Butler | Jan 2, 2025 | Advice, AI, CRM, Insights
The beginning of a new year is an ideal opportunity to assess how well your CRM system meets your current needs and identify areas for improvement. Below, we’ve shared 15 suggestions, including usage tips, best practices, new features, and trends. Whether you are a... 
by Warren Butler | Dec 17, 2024 | Insights, Power Platform
Discover how to increase the value of your business data with visuals that reveal actionable insights to drive confident decisions. By watching this recorded webinar with our partners at Hopton Analytics, discover the art of the possible and see examples of how Power...