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... 
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Dynamics 365 Sales now includes customisable opportunity close forms to capture more details about these outcomes, which increases insights. Enhanced Insights for Sales Managers. By customising the default opportunity close form, sellers can track additional details.... 
by Warren Butler | Dec 20, 2023 | Advice, Dynamics Features, Insights, Security
Role-based security simplifies the balancing act between user access and protecting your data in Dynamics 365. By implementing roles mapped to teams and their activities, you can can simplify user configurations to avoid the complexity of managing these individually....