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... 
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...