by Warren Butler | Jan 10, 2024 | Advice, CRM, Insights, Success Stories
Have you ever wondered what obstacles could prevent you from seeing the full value of Dynamics 365 CRM? A CRM go-live is a pivotal milestone, marking the moment where preparation evolves into operational proficiency. It sets the tone for initial user experiences and... 
by Daniel Norris | Jan 5, 2024 | AI, Copilot, D365 Marketing, Dynamics Features, Insights
Discover the practical advantages of AI-powered enhancements for Dynamics 365 Customer Insights – Journeys with Copilot. In this article, we’ll examine how Microsoft Copilot help marketers save time and create effective campaigns. These features, including... 
by Warren Butler | Jan 5, 2024 | Digital Transformation, Dynamics Features, Insights, Power Platform
Approval processes are an essential review mechanism for many organisations to maintain alignment with internal policies and regulations, ensuring accuracy and compliance. In commercial scenarios, proposals and marketing emails may be subject to an approval check... 
by Warren Butler | Jan 3, 2024 | Advice, CRM, Insights
Implementing a CRM system is a significant step forward for any organisation. However, the real success lies in ensuring that your team effectively adopts this technology. The impact and value of any technology is only truly realised when it is embraced and used... 
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Why do some sales teams consistently hit their numbers while others always seem to come up short? Often, it boils down to insights. This is where customisable opportunity close forms can help you. The best performers relentlessly analyse every win and loss to... 
by Warren Butler | Dec 20, 2023 | Advice, Dynamics Features, Insights, Security
Role-based security simplifies the balancing act between user access and protecting your data in Dynamics 365 and Power Apps. By implementing roles mapped to teams and duties, you can can simplify user configurations to avoid the complexity of managing these...