by Warren Butler | Jan 22, 2026 | Advice, CRM, Insights
A good Dynamics 365 partner should understand your processes before recommending technology, challenge your assumptions rather than take orders, and build your team’s ability to do more independently. Warning signs include passive support, time deducted for... 
by Rodney Green | Dec 19, 2025 | Advice, CRM, Insights, Success Stories
A recent call with one of our clients about Dynamics 365 recently saved them over £7,500 in unnecessary licence costs, demonstrating the benefit of regular conversations. Licensing wasn’t the main topic for our discussion, but we noticed their renewal date was... 
by Daniel Norris | Dec 3, 2025 | D365 Marketing, Insights, Portals, Power Platform, What's new?
Behind every event is a long list of admin tasks: capturing registrations, synchronising data, and making sure everything reaches the right system. Without the right tools and outdated processes this becomes a bottleneck. Customer Insights helps reduce the work... 
by Warren Butler | Nov 24, 2025 | Insights, Portals, Power Platform, Security
Configuration mistakes in Microsoft Power Pages can expose tables of sensitive data. This is how it can happen. It’s not a flaw in the Power Pages product, but the result of a critical – though easily overlooked – error in how portals are set up. Recent... 
by Daniel Norris | Nov 18, 2025 | D365 Marketing, Dynamics Features, Insights, What's new?
Marketing teams often waste time converting spreadsheets of known contacts into usable segments. The process involves navigating imports, data mappings, and locating the right records. With Customer Insights’ new CSV matching capability, this process takes only... 
by Rodney Green | Nov 4, 2025 | Advice, CRM, Insights
The appeal of a single managed services provider (MSP) for all your IT needs is obvious. A consistent point of contact, one invoice, and the reassurance that everything is handled through a sole supplier provides security and simplicity. This model works perfectly for...