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... 
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... 
by Warren Butler | Jan 10, 2024 | Advice, CRM, Insights, Success Stories
Your Dynamics 365 launch is a pivotal milestone, marking the moment where preparation meets user expectations. It sets the tone for initial experiences and should be the launchpad to impact your organisation’s operations and realise early wins. Following our... 
by Daniel Norris | Jan 5, 2024 | AI, Copilot, D365 Marketing, Dynamics Features, Insights
Discover the advantages of AI-powered enhancements for Dynamics 365 Customer Insights – Journeys with Copilot. This article examines how Microsoft Copilot can help you save time when create marketing campaigns, including audience segmentation and journey... 
by Warren Butler | Jan 5, 2024 | Digital Transformation, Dynamics Features, Insights, Power Platform
Approval processes are essential for many organisations to maintain compliance with internal policies and regulations. In commercial scenarios, proposals and marketing emails may be subject to an approval check before they are distributed. Internal legal requirements... 
by Warren Butler | Jan 3, 2024 | Advice, CRM, Insights
Implementing a Dynamics 365 CRM system is a significant step but the real success lies in ensuring that people effectively adopt this technology. To ensure impact and realise the potential value of Dynamics 365 CRM, this article shares best practices to avoid or...