by Warren Butler | Sep 16, 2024 | Dynamics Features, Insights, Power Platform, Storage
Our document metadata solution for Dynamics 365 captures structured information about each file at the point of upload, including document type, author, signing date, and expiry. Standard attachment methods in Dynamics 365, whether via timeline notes or SharePoint... 
by Warren Butler | Sep 6, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
Sales teams outgrow their tools before most organisations notice. Forecasting relies on gut feel, leads stall in the pipeline, and admin work crowds out selling time. This article examines six common sales challenges and explains which Dynamics 365 Sales capabilities... 
by Warren Butler | Aug 27, 2024 | CRM, D365 Sales, Dynamics Features, Insights
Are you missing out on prospective deals because you don’t monitor your competitors effectively? This knowledge gap makes a big difference. Your sellers may be in the dark about the relative strengths and weaknesses of how your organisation competes with other... 
by Daniel Norris | Aug 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights, What's new?
The audience split tile in Dynamics 365 Customer Insights – Journeys lets you send a random percentage of your audience down different journey paths. This provides a simple way to conduct unbiased tests on your marketing activities without being limited to a... 
by Warren Butler | Aug 20, 2024 | CRM, Dynamics Features, Insights
You can enable dark mode in Dynamics 365 and model-driven Power Apps by adding a URL parameter to your browser address bar. Whether the motivation is reducing eye strain, working in low-light environments, or simply preferring a darker interface, this is a frequently... 
by Warren Butler | Aug 16, 2024 | Advice, CRM, D365 Marketing, Dynamics Features, Insights
Microsoft started removing the outbound marketing module in Dynamics 365 Customer Insights – Journeys (previously Dynamics 365 Marketing) in June 2025. Previously, it removed social posting and LinkedIn lead generation capabilities in December 2024. This move was...