by Warren Butler | Oct 17, 2024 | Dynamics Features, Insights, Power Platform, What's new?
In the 2024 Release Wave 2, various grid views include additional colours with columns highlighting option set values. For example, the Status and Status Reason columns in the cases grid below are formatted with colours for each option value. Several clients have... 
by Warren Butler | Oct 11, 2024 | Advice, CRM, Insights
Did you know that at least a third of CRM projects fail to meet their goals? User resistance often creates the main barrier, with manual data entry presenting a significant hurdle for CRM users. The key to successful digital adoption lies in understanding that... 
by Warren Butler | Oct 10, 2024 | Dynamics Features, Insights, What's new?
Microsoft has made an important change to the feature release frequency for model-driven apps, including Dynamics 365. Previously, many new and updated features for model-driven apps were released in twice-yearly (semi-annual) update waves. Microsoft has now... 
by Daniel Norris | Oct 7, 2024 | CRM, D365 Marketing, Insights, What's new?
TL;DR:Click bots inflate email click rates, making it harder to assess real engagement. The new click bot protection in Dynamics 365 Customer Insights filters out automated clicks in real-time journeys, providing more accurate reporting. This post explains how it... 
by Daniel Norris | Sep 26, 2024 | Advice, CRM, Insights, Storage
Behind every successful customer experience is a dedicated support team, working tirelessly to resolve issues and enhance systems. Providing exceptional customer support goes beyond fixing issues—it’s about collaboration, transparency and continuous improvement.... 
by Warren Butler | Sep 23, 2024 | D365 Sales, Dynamics Features, Insights
SIC codes might seem like another box to complete, but this data improves segmentation, analysis and planning. Tracking these company codes in Microsoft Dynamics 365 and Power Apps could help you to identify new opportunities, evaluate risks, and enable granular...