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... 
by Warren Butler | Jan 11, 2024 | AI, Digital Transformation, Insights, What's new?
Imagine being able to query your business data just as easily as asking a question in a conversation. Picture having an AI-assisted research canvas that acts as an analyst without adding to your headcount. That future may not be too far off, as Microsoft recently... 
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...