by Warren Butler | Jan 10, 2024 | Advice, CRM, Insights, Success Stories
Your Dynamics 365 launch is a pivotal milestone, marking the moment where preparation meets user expectations. It sets the tone for initial experiences and should be the launchpad to impact your organisation’s operations and realise early wins. Following our... 
by Daniel Norris | Jan 5, 2024 | AI, Copilot, D365 Marketing, Dynamics Features, Insights
Discover the advantages of AI-powered enhancements for Dynamics 365 Customer Insights – Journeys with Copilot. This article examines how Microsoft Copilot can help you save time when create marketing campaigns, including audience segmentation and journey... 
by Warren Butler | Jan 5, 2024 | Digital Transformation, Dynamics Features, Insights, Power Platform
Approval processes are essential for many organisations to maintain compliance with internal policies and regulations. In commercial scenarios, proposals and marketing emails may be subject to an approval check before they are distributed. Internal legal requirements... 
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Dynamics 365 Sales now includes customisable opportunity close forms to capture more details about these outcomes, which increases insights. Enhanced Insights for Sales Managers. By customising the default opportunity close form, sellers can track additional details.... 
by Warren Butler | Dec 15, 2023 | AI, Copilot, Insights, What's new?
Microsoft recently released findings highlighting the early productivity potential of Copilot – its AI assistant technology is now integrated across popular apps, including Outlook and Dynamics 365. Based on surveys of hundreds of global users, results show Copilot... 
by Warren Butler | Dec 12, 2023 | AI, Copilot, D365 Sales, Dynamics Features, Insights, Security
Reports of businesses blocking employees from using ChatGPT and other AI tools might seem counter-productive considering that most people would delegate as many tasks to AI as possible if it could reduce their workloads. But if sensitive organisational data is shared...