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... 
by Daniel Norris | Dec 12, 2024 | AI, Copilot, Insights, Power Platform
Imagine being able to create complex Dataverse tables for your applications in minutes. With Copilot in Power Apps, this is now a reality. In the past, administrators and consultants had to create tables manually, define each column, and specify its data type –... 
by Daniel Norris | Dec 4, 2024 | Advice, CRM, D365 Marketing, Insights
The Dynamics 365 Customer Insights events planner applies automation through the Real-Time Journeys module to help you manage smooth events. These event planning capabilities have various administrative and integration options for organising events, so let’s...