by Daniel Norris | May 13, 2025 | AI, Copilot, CRM, D365 Customer Service, Dynamics Features, Insights, What's new?
Customer service reps often spend too much time writing case emails — slowing response times and draining productivity. In addition, some of the best service reps are hands-on problem solvers — not necessarily polished writers. Did you know that nearly 80% of... 
by Daniel Norris | Apr 29, 2025 | CRM, D365 Marketing, Dynamics Features, Insights, What's new?
Nobody likes filling out the same form details twice. When hosting events, you compete for your invitee’s attention. You’ve spent your time and resources planning and executing a campaign, but in the final step, the prospective attendee might give up filling out... 
by Warren Butler | Apr 28, 2025 | CRM, D365 Marketing, Insights, Security
Of all the Dynamics 365 marketing features in real-time journeys, consent management is the one we receive the most questions about. That’s partly because consent is managed differently in real-time journeys than in the deprecated outbound marketing module, creating... 
by Warren Butler | Apr 9, 2025 | Insights, Portals
Struggling with manual compliance checks and endless administration? An integrated web portal solves these challenges. These websites directly automate data entry and connect with your backend systems. People can independently complete routine tasks – updating... 
by Warren Butler | Apr 2, 2025 | D365 Marketing, Insights
Managing customer data across multiple disconnected sources is becoming increasingly complex for many companies. Several recent surveys suggest that many businesses use as many as 12 or more different customer data sources. This fragmented setup creates visibility... 
by Daniel Norris | Mar 31, 2025 | CRM, D365 Marketing, Insights, What's new?
Let’s be honest—managing customer data isn’t always smooth sailing. The lead and sales process is complex and varies greatly from business to business, with different touchpoints, decision-making timelines, and customer journeys. Every organisation has its own way of...