by Daniel Norris | Dec 6, 2023 | Advice, Dynamics Features, Insights
Using the native integration between Dynamics 365 and Teams, businesses can enhance teamwork, streamline communication, and foster a collaborative work environment. This is especially important in an increasingly remote and hybrid working environment. In this article,... 
by Warren Butler | Dec 4, 2023 | Advice, Insights, Storage, What's new?
Data volumes are expanding fast, which can come with headaches and increased costs. Dataverse retention policies can help you refine your data management, retaining unlimited records without burning through your budget. Configuring custom retention policies allows... 
by Warren Butler | Dec 4, 2023 | Copilot, D365 Sales, Digital Transformation, Dynamics Features, Insights, What's new?
Let’s face it, sellers are rarely enthusiastic CRM users. They’re driven to land the next big deal. Updating CRM is far less of a priority. They might acknowledge some productivity benefits, but ultimately, CRM is viewed by many as a system of record. However, with... 
by Daniel Norris | Dec 3, 2023 | Advice, CRM, Digital Transformation, Insights
Small and medium-sized enterprises need every advantage they can muster to compete effectively. This is where Microsoft Dynamics 365 comes into play. It offers a comprehensive suite of business applications designed to help businesses of all sizes streamline... 
by Daniel Norris | Dec 1, 2023 | Advice, CRM, Insights
The effectiveness of a Dynamics 365 CRM system relies on strong leadership. Without strategic oversight and advocacy, the technology’s potential can waste budgets and frustrate teams. Realising transformation with CRM leadership Effective leadership is at the... 
by Daniel Norris | Nov 8, 2023 | Advice, CRM, Insights
Like any asset, your CRM system relies on the quality of its inputs to deliver value. Rubbish in means rubbish out. Poor-quality data results in inaccurate assumptions, flawed insights and inconsistent decision-making. This can easily translate to wasted budgets,...