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Outdated Web Portals: When Revamp Beats Replacement

Outdated Web Portals: When Revamp Beats Replacement

by Warren Butler | Jul 14, 2025 | Insights, Portals

Some web portals seem frozen in time. Whether completing an application, scheduling a job, reporting an issue or logging into an account, these outdated websites turn simple tasks into frustrating exercises. People abandon processes, support tickets increase, and...
External AI in Your Dynamics: Innovation Opportunity or Security Risk?

External AI in Your Dynamics: Innovation Opportunity or Security Risk?

by Daniel Norris | Jul 3, 2025 | Advice, AI, D365 Sales, Dynamics Features, Insights, Security, What's new?

We review plenty of new advancements that are introduced into Dynamics and the Power Platform. If the answer to the question is: Should we use it? We usually like to say yes. Newer is often better! This time, the answer is more complicated. A new capability in...
Don’t Hit Send Until Using This Dynamics 365 Customer Insights Checklist

Don’t Hit Send Until Using This Dynamics 365 Customer Insights Checklist

by Daniel Norris | Jul 1, 2025 | Advice, D365 Marketing, Insights

Managing complex journeys in Customer Insights is challenging. It’s easy to miss something, which can impact the performance of your journey or send the wrong message to your customers. We’re human, and we can all make mistakes. Out of 5 million tested emails by...
Faster Dynamics 365 Timeline Navigation with Bookmarks

Faster Dynamics 365 Timeline Navigation with Bookmarks

by Warren Butler | Jun 18, 2025 | Dynamics Features, Insights

Microsoft quietly rolled out timeline bookmarks for Dynamics 365 and Power Apps, but many users missed what could be one of the most practical time-saving enhancements to hit the platform in recent years. If you’ve ever found yourself repeatedly applying the...
Web Portal Guide: How Intelligent Portals Redefine Business Success

Web Portal Guide: How Intelligent Portals Redefine Business Success

by Warren Butler | Jun 17, 2025 | Digital Transformation, Insights, Portals

In an increasingly connected world, businesses constantly seek innovative ways to enhance efficiency, deepen engagement, and drive growth. While web portals have long been a staple of digital strategy, a new era of portals is emerging, transforming how organisations...
Beyond Bulk Emails: How Dynamics 365 Customer Insights Triggers Transform Marketing Engagement

Beyond Bulk Emails: How Dynamics 365 Customer Insights Triggers Transform Marketing Engagement

by Warren Butler | Jun 9, 2025 | D365 Marketing, Digital Transformation, Dynamics Features, Insights

Marketing teams face a persistent challenge: how do you move beyond generic, scheduled campaigns and deliver personalised messages that resonate with individual customers? While bulk email campaigns have their place, the real opportunity lies in leveraging connected...
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