by Warren Butler | Jun 18, 2024 | CRM, D365 Sales, Dynamics Features, Insights
Conversation Intelligence in Dynamics 365 Sales automatically transcribes sales calls, analyses sentiment, and identifies action items, competitor mentions, and tracked keywords from each conversation. For sellers, this means call summaries with suggested follow-up... 
by Warren Butler | Jun 13, 2024 | CRM, D365 Sales, Dynamics Features, Insights
The Dynamics 365 App for Outlook lets you track emails, create CRM records, schedule activities, and access contact data without leaving your inbox. It works as an Outlook add-in that synchronises with Dynamics 365 using server-side sync, and is included with all... 
by Warren Butler | Jun 10, 2024 | Insights, Licensing, Power Platform
Power Pages licensing is based on monthly capacity packs for authenticated and anonymous website users, purchased per site. If you already hold Dynamics 365 Enterprise, Premium, or Power Apps Premium licences, you may have Power Pages use rights included. Professional... 
by Warren Butler | May 29, 2024 | Advice, CRM, Insights
After go-live, most Dynamics 365 systems need more attention, not less. Internal teams that managed the implementation often lack the capacity to handle ongoing changes alongside their existing responsibilities. This article covers six benefits of working with a... 
by Warren Butler | May 24, 2024 | CRM, D365 Customer Service, Dynamics Features, Insights
Imagine reaching out for service and being greeted every time with the understanding and response of a professional that feels tailor-made to your query. Unfortunately, the reality often falls short. Customers frequently face long waits, inconsistent information, and... 
by Warren Butler | May 23, 2024 | CRM, Digital Transformation, Dynamics Features, Insights
Trade associations manage complex membership structures, event programmes, member communications, and financial processes that often span multiple disconnected systems. Dynamics 365 consolidates these into a single platform integrated with Outlook, Teams, and web...