by Warren Butler | Feb 1, 2024 | AI, Copilot, D365 Sales, Insights, Licensing
Copilot for Sales combines Copilot for Microsoft 365 with seller workflows. This is achieved using data that includes Dynamics 365 Sales, Microsoft 365 apps, and external websites. With Dynamics 365 Sales data, advanced language models, Microsoft 365 apps, and... 
by Warren Butler | Jan 29, 2024 | D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?
The 2024 Release Wave 1 covered the period from April to September 2024. This post looks at what was announced for sales and marketing teams. July 2024 Update: Highlights of the 2024 Release Wave 2 Plans What’s New in 2024 Release Wave 1 for Sales Teams Copilot... 
by Daniel Norris | Jan 25, 2024 | D365 Sales, Dynamics Features, Insights
An enhanced organisation chart for the Dynamics 365 Sales Hub builds on a legacy feature, providing a visual hierarchy of decision-makers. Using the drag-and-drop interface, you can quickly create a chart of stakeholders to identify the decision-makers and influencers... 
by Warren Butler | Jan 23, 2024 | AI, Copilot, Insights, Portals, Power Platform, What's new?
Does this sound familiar? A customer visits a web portal seeking information, but gets lost in a maze of pages and documentation. With increased expectations for information accessibility and search efficiency, it’s no wonder that traditional search can lead to... 
by Warren Butler | Jan 18, 2024 | Advice, Insights, Licensing, Power Platform, Storage
Are you seeking a way to lower your Dynamics 365 data storage costs? Here is a practical and cost-effective solution that uses Azure Blob storage for efficient archiving, ensuring secure and easy access to your legacy data. This frees up storage capacity in your... 
by Warren Butler | Jan 17, 2024 | D365 Marketing, Dynamics Features, Insights, What's new?
Quiet times in D365 Customer Insights – Journeys lets you define periods when your automated messages should be held, to observe quiet periods or respect regulatory constraints. This feature helps ensure campaign messages are delivered at optimum times, covering...