by Warren Butler | May 23, 2024 | CRM, Digital Transformation, Dynamics Features, Insights
Trade associations manage complex membership structures, event programmes, member communications, and financial processes that often span multiple disconnected systems. Dynamics 365 consolidates these into a single platform integrated with Outlook, Teams, and web... 
by Warren Butler | May 21, 2024 | Advice, AI, Digital Transformation, Insights
The 2024 Work Trend Index Annual Report, presented by Microsoft and LinkedIn, offers fresh insights into integrating Artificial Intelligence into the workplace. The report draws on extensive research, including a survey engaging over 30,000 individuals across 31... 
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...