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A Concise Guide to Dynamics 365 Agent Scripts

A Concise Guide to Dynamics 365 Agent Scripts

by Warren Butler | May 24, 2024 | CRM, D365 Customer Service, Dynamics Features, Insights

Imagine reaching out for service and being greeted every time with the understanding and response of a professional that feels tailor-made to your query. Unfortunately, the reality often falls short. Customers frequently face long waits, inconsistent information, and...
How Dynamics 365 Benefits Trade Associations

How Dynamics 365 Benefits Trade Associations

by Warren Butler | May 23, 2024 | CRM, Digital Transformation, Dynamics Features, Insights

Trade associations face unique challenges that set them apart from other membership and non-profit organisations. These include balancing members’ competing needs while promoting industry goals. Investing in digital transformation allows trade associations to...
Using AI in the Workplace: Insights from the 2024 Work Trend Index Report

Using AI in the Workplace: Insights from the 2024 Work Trend Index Report

by Warren Butler | May 21, 2024 | Advice, AI, Digital Transformation, Insights

The 2024 Work Trend Index Annual Report, presented by Microsoft and LinkedIn, offers fresh insights into integrating Artificial Intelligence into the workplace. The report draws on extensive research, including a survey engaging over 30,000 individuals across 31...
Ultimate Dynamics 365 Terminology Cheat Sheet

Ultimate Dynamics 365 Terminology Cheat Sheet

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...
How Hill Dickinson Advanced Its Digital Transformation with ServerSys

How Hill Dickinson Advanced Its Digital Transformation with ServerSys

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...
Integrating Dynamics 365 with External Web Forms

Integrating Dynamics 365 with External Web Forms

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...
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