by Warren Butler | Feb 22, 2024 | D365 Customer Service, Dynamics Features, Insights, What's new?
In this post, we’ve shared our highlights of the main 2024 updates for Dynamics 365 Customer Service, including the 2024 Release Wave 1 announcements. July 2024 Update: Highlights of the 2024 Release Wave 2 Plans Configure custom fields for Copilot summaries...
by Warren Butler | Feb 16, 2024 | D365 Sales, Dynamics Features, Insights
Integrating LinkedIn Sales Navigator with Dynamics 365 helps sellers save time by minimising the need to switch between interfaces. For example, tap into LinkedIn’s vast network without leaving the Dynamics 365 Sales user interface to simplify processes....
by Daniel Norris | Feb 15, 2024 | D365 Sales, Dynamics Features, Insights
Sales inconsistencies often occur when teams grow quickly or because of gaps in training and documentation. To address these challenges, sequences in Dynamics 365 Sales provide contextual guidance for sellers to understand what actions should happen next to progress a...
by Warren Butler | Feb 13, 2024 | Insights, Portals, Power Platform, What's new?
With the latest array of preview features and enhancements, Microsoft continues to extend Power Pages. Launched in 2023, Power Pages is a secure and enterprise-grade platform, providing a low code solution to create and manage process-driven websites. This article...
by Warren Butler | Feb 9, 2024 | Advice, CRM, Insights
Salesforce and Microsoft Dynamics 365 dominate the CRM market, each offering similar capabilties to save time and drive growth. As a Microsoft partner, we won’t claim to provide an unbiased comparison, but in this article, we will give you an honest and...
by Warren Butler | Feb 1, 2024 | AI, Copilot, D365 Sales, Insights, Licensing
Copilot for Sales combines Copilot for Microsoft 365 with seller workflows. This is achieved using data that includes Dynamics 365 Sales, Microsoft 365 apps, and external websites. With Dynamics 365 Sales data, advanced language models, Microsoft 365 apps, and...