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Previewing 2024 Release Wave 1 for Microsoft Dynamics 365 – Sales and Marketing Updates

Previewing 2024 Release Wave 1 for Microsoft Dynamics 365 – Sales and Marketing Updates

by Warren Butler | Jan 29, 2024 | D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?

The 2024 Release Wave 1 covered the period from April to September 2024. This post looks at what was announced for sales and marketing teams. July 2024 Update: Highlights of the 2024 Release Wave 2 Plans What’s New in 2024 Release Wave 1 for Sales Teams Copilot...
Navigating Smart Org Charts in Dynamics 365 Sales

Navigating Smart Org Charts in Dynamics 365 Sales

by Daniel Norris | Jan 25, 2024 | D365 Sales, Dynamics Features, Insights

An enhanced organisation chart for the Dynamics 365 Sales Hub builds on a legacy feature, providing a visual hierarchy of decision-makers. Using the drag-and-drop interface, you can quickly create a chart of stakeholders to identify the decision-makers and influencers...
How Copilot Agent Bots Improve Knowledge Search in Web Portals

How Copilot Agent Bots Improve Knowledge Search in Web Portals

by Warren Butler | Jan 23, 2024 | AI, Copilot, Insights, Portals, Power Platform, What's new?

Does this sound familiar? A customer visits a web portal seeking information, but gets lost in a maze of pages and documentation. With increased expectations for information accessibility and search efficiency, it’s no wonder that traditional search can lead to...
Reduce Your Dynamics 365 Storage Costs with Azure Blob Storage

Reduce Your Dynamics 365 Storage Costs with Azure Blob Storage

by Warren Butler | Jan 18, 2024 | Advice, Insights, Licensing, Power Platform, Storage

Are you seeking a solution to lower your Dynamics 365 data storage costs? Allow us to offer a practical and affordable solution that uses Azure Blob storage for efficient archiving, ensuring secure and easy access to your legacy data. This frees up storage capacity in...
Optimise Message Delivery with Quiet Times for Dynamics 365 Customer Insights – Journeys

Optimise Message Delivery with Quiet Times for Dynamics 365 Customer Insights – Journeys

by Warren Butler | Jan 17, 2024 | D365 Marketing, Dynamics Features, Insights, What's new?

Quiet times in D365 Customer Insights – Journeys lets you define periods when your automated messages should be held, to observe quiet periods or respect regulatory constraints. This feature helps ensure campaign messages are delivered at optimum times, covering...
Project Sophia: Redefining Microsoft Business Applications

Project Sophia: Redefining Microsoft Business Applications

by Warren Butler | Jan 11, 2024 | AI, Digital Transformation, Insights, What's new?

Imagine being able to query your business data just as easily as asking a question in a conversation. Picture having an AI-assisted research canvas that acts as an analyst without adding to your headcount. That future may not be too far off, as Microsoft recently...
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