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... 
by Warren Butler | Apr 8, 2024 | Digital Transformation, Insights, Portals, Power Platform
Power Pages includes ready-made website templates that accelerate the development of data-driven, self-service sites connected to Dynamics 365 and Dataverse. This article covers eight templates across two categories. The first four are general-purpose: application... 
by Daniel Norris | Mar 28, 2024 | Dynamics Features, Insights, Security, What's new?
Empowering administrators to tightly control user access to specific Dataverse tables is key to security and data integrity within Dynamics 365. To better support admins, a simplified and enhanced interface is now available for managing security roles. Previously,...