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... 
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...