by Daniel Norris | Feb 15, 2024 | D365 Sales, Dynamics Features, Insights
Sales inconsistencies often occur when teams grow quickly or because of gaps in training and documentation. To address these challenges, sequences in Dynamics 365 Sales provide contextual guidance for sellers to understand what actions should happen next to progress a... 
by Warren Butler | Feb 13, 2024 | Insights, Portals, Power Platform, What's new?
With the latest array of preview features and enhancements, Microsoft continues to extend Power Pages. Launched in 2023, Power Pages is a secure and enterprise-grade platform, providing a low code solution to create and manage process-driven websites. This article... 
by Warren Butler | Feb 9, 2024 | Advice, CRM, Insights
Salesforce and Microsoft Dynamics 365 dominate the CRM market, each offering similar capabilties to save time and drive growth. As a Microsoft partner, we won’t claim to provide an unbiased comparison, but in this article, we will give you an honest and... 
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...