by Warren Butler | Mar 26, 2024 | Advice, Insights, Power Platform
Integrating Dynamics 365 with other data sources requires decisions about data flow direction, sync frequency, mapping, conflict resolution, and error handling before any configuration begins. Getting these wrong leads to duplicates, sync failures, and untrustworthy... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Dynamics 365 includes a built-in import wizard for bulk-loading records from CSV and Excel files into Dataverse. The tool handles field mapping, duplicate detection, and import tracking, but the quality of your results depends on how well you prepare the data... 
by Warren Butler | Mar 19, 2024 | Advice, Digital Transformation, Insights, Power Platform
Power Automate converts repetitive manual tasks into automated workflows using low-code tools and over 1,000 prebuilt connectors. This article covers 17 examples of flows we have built for organisations, grouped into four categories: real-time alerts and... 
by Warren Butler | Mar 13, 2024 | AI, CRM, D365 Customer Service, Digital Transformation, Dynamics Features, Insights
To save time and improve experiences, Dynamics 365 Customer Service included AI features that draw on your data and trusted resources. Boosting Productivity with Copilot for Service Nucleus Research predicts that service teams will benefit most from AI, as... 
by Daniel Norris | Mar 6, 2024 | D365 Sales, Dynamics Features, Insights
Previously, using Dynamics 365, you had to access each lead or opportunity individually. Viewing or editing these records meant back and forth between these and the main list view, or opening multiple tabs. To simplify this navigation and enable users to quickly... 
by Warren Butler | Mar 5, 2024 | D365 Customer Service, Insights, Licensing
Are you overpaying for your Dynamics 365 Customer Service licenses? Dynamics 365 Customer Service offers Enterprise and Professional licensing options. Whether you are considering a new implementation or reviewing licenses, understanding your options is essential to...