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,... 
by Daniel Norris | Oct 18, 2023 | Advice, Insights
With climate change an existential threat, most organisations strive to adapt their operations to reduce environmental impact. Innovating through technology is an effective way to make these changes and achieve sustainability goals. By optimising processes, enabling... 
by Daniel Norris | Jul 11, 2023 | Advice, CRM, Digital Transformation, Dynamics Features, Insights
Dynamics 365 applications can help businesses strategically use customer data to implement effective retention strategies. In this article, we explore how Dynamics 365 can assist you in growing long-term profitable relationships. Centralised Customer Data Management... 
by Daniel Norris | Jun 27, 2023 | Advice, Digital Transformation, Insights, Power Platform
Dynamics 365 runs on Microsoft’s Power Platform, which includes Power Automate to automate workflows, reducing manual effort and saving time. In this article, we explore the role of Power Automate in Dynamics 365 and how transforms the efficiency of how... 
by Daniel Norris | May 24, 2023 | Advice, Insights, Power Platform
Data migration is a critical phase to implement Dynamics 365, which involves transferring data from legacy systems, spreadsheets, or other databases. But data migration is often a complex process that requires careful planning and execution. In this post, we explore... 
by Daniel Norris | May 22, 2023 | Advice, CRM, Insights
Implementing Dynamics 365 CRM should be a gateway to process efficiency and business growth. However, this transformational journey is not without its challenges. This article explores common hurdles during these projects and shares practical strategies to overcome...