by Daniel Norris | Mar 31, 2025 | CRM, D365 Marketing, Insights, What's new?
Let’s be honest—managing customer data isn’t always smooth sailing. The lead and sales process is complex and varies greatly from business to business, with different touchpoints, decision-making timelines, and customer journeys. Every organisation has its own way of... 
by Warren Butler | Mar 20, 2025 | D365 Marketing, Insights, Licensing
Each licence of Microsoft Dynamics 365 Customer Insights includes access to two applications. Also, unlike other Dynamics applications, this license is per-tenant rather than a seat-based model. This article provides a brief licensing overview, including its... 
by Daniel Norris | Mar 14, 2025 | CRM, D365 Marketing, Insights
As your business grows, so does your customer data. Managing this information in separate systems can be a challenge when coordinating campaigns and building an accurate customer view. What if there were a way to unify behavioural, transactional, and demographic data... 
by Warren Butler | Mar 11, 2025 | Advice, AI, Digital Transformation, Insights
Microsoft’s Agents of Change report explores AI opportunities for UK businesses and how agentic AI transforms performance. Findings show that organisations with clear AI strategies gain in productivity and profitability. This divide emphasises the need for a... 
by Warren Butler | Mar 5, 2025 | Copilot, Dynamics Features, Insights, What's new?
Charts in Dynamics 365 have remained relatively unchanged for many years, but a Copilot feature now automatically generates fresh visuals for views. In this article, you’ll find an overview of Copilot visuals, current limitations and what to do if you want to... 
by Warren Butler | Feb 21, 2025 | AI, Copilot, D365 Customer Service, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?
Looking for a quick way to complete Dynamics 365 records? Copilot Smart Paste provides form fill assistance that simplifies data entry by mapping information from your clipboard to the appropriate fields, saving time and improving data accuracy. How Dynamics 365 Smart...