by Daniel Norris | Jul 11, 2023 | Advice, CRM, Digital Transformation, Dynamics Features, Insights
Dynamics 365 applications can help businesses strategically use customer data to implement effective retention strategies. In this article, we explore how Dynamics 365 can assist you in growing long-term profitable relationships. Centralised Customer Data Management... 
by Daniel Norris | Jun 27, 2023 | Advice, Digital Transformation, Insights, Power Platform
Dynamics 365 runs on Microsoft’s Power Platform, which includes Power Automate to automate workflows, reducing manual effort and saving time. In this article, we explore the role of Power Automate in Dynamics 365 and how transforms the efficiency of how... 
by Daniel Norris | May 24, 2023 | Advice, Insights, Power Platform
Data migration is a critical phase to implement Dynamics 365, which involves transferring data from legacy systems, spreadsheets, or other databases. But data migration is often a complex process that requires careful planning and execution. In this post, we explore... 
by Daniel Norris | May 23, 2023 | Advice, CRM, Insights
Are you considering implementing Dynamics 365 CRM for your organisation? In this post, we’ll guide you through the process of choosing the best partner for your project. Implementing a Dynamics solution requires a strategic approach aligned with your specific... 
by Daniel Norris | May 22, 2023 | Advice, CRM, Insights
Implementing Dynamics 365 CRM should be a gateway to process efficiency and business growth. However, this transformational journey is not without its challenges. This article explores common hurdles during these projects and shares practical strategies to overcome... 
by Daniel Norris | Jan 17, 2023 | Advice, CRM, Insights
Embarking on a successful Microsoft Dynamics 365 CRM project can seem daunting. But with the right guidance, you can create an invaluable asset that transforms customer experiences. This roadmap distils decades of experience into six proven building blocks for CRM...