by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights
The terminology and jargon surrounding Dynamics 365 can easily confuse and overwhelm. To help you navigate this landscape, we’ve created a cheat sheet of common terms and concepts you’re likely to encounter. This guide aims to demystify the jargon and help you get up... 
by Warren Butler | May 10, 2024 | CRM, Digital Transformation, Insights, Success Stories
We’re delighted to unveil a case study showcasing our partnership with Hill Dickinson, a leading global commercial law firm. Discover how our collaboration has supported Hill Dickinson’s digital transformation ambitions, utilising the strengths of... 
by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
How do you capture data from your web forms in Dynamics 365? One method might be to implement a custom workflow to import these submitted forms, but this needs to be configured. That’s why some organisations don’t have integrated forms so this data... 
by Warren Butler | Apr 29, 2024 | D365 Sales, Insights, Licensing
Pick the wrong Dynamics 365 Sales licence, and you face one of two problems – you pay for capabilities your team will never use, or you hit a ceiling that forces a disruptive migration further down the line. Getting this decision right from the start saves costs... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
Member retention depends on how well you use the data you already hold. Dynamics 365 and the Microsoft Power Platform consolidate member information, enabling personalisation of communications, automation of renewal processes, and audience segmentation based on... 
by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Consider situations where team members can’t view the complete details of marketing emails sent to customers. While copies of these messages are available in the Dynamics 365 timeline, they don’t display personalisation detail. If messages are personalised...