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... 
by Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
Five areas deserve regular attention from Dynamics 365 administrators: role-based access using the principle of least privilege, custom security roles, client secret rotation, multi-factor authentication, and audit logging. Gaps in any one of these can expose... 
by Warren Butler | Apr 10, 2024 | Dynamics Features, Insights, What's new?
The ability to link activities to multiple records in Dynamics 365 has been a frequent user request. That’s why we’re excited to see the introduction of a new feature that enables email activities to be linked to multiple related records. For example, this...