by Warren Butler | Aug 20, 2025 | D365 Marketing, Dynamics Features, Insights
Dynamics 365 Customer Insights includes optional feature switches that control capabilities across consent management, email tracking, reporting accuracy and lead scoring. Microsoft disables several by default because they carry data privacy or compliance... 
by Daniel Norris | Aug 15, 2025 | Advice, CRM, Insights
Managed solutions should be your default for Dynamics 365 production environments. They package customisations in a controlled, removable format that keeps environments consistent and deployments predictable. Unmanaged solutions belong in development, where you need... 
by Warren Butler | Aug 8, 2025 | Advice, AI, Copilot, Insights
AI agents are already being built across organisations, whether IT teams are ready or not. Microsoft’s Administering and Governing Agents report sets out a governance framework covering three creator tiers (end users, makers, and developers), data access... 
by Warren Butler | Aug 4, 2025 | Advice, CRM, Digital Transformation, Insights
Dynamics 365 ROI becomes visible across six areas: user adoption, process automation, data quality, system integration, customer impact, and alignment with business objectives. What counts as “good” varies between organisations and between the people... 
by Warren Butler | Jul 24, 2025 | Insights, Portals
Web portals address a growing gap between how customers contact businesses and how they would prefer to. YouGov research shows 65% of UK adults still phone for service, but only 31% prefer it [1]. Most people would rather find answers themselves than be forced through... 
by Warren Butler | Jul 22, 2025 | CRM, D365 Customer Service, D365 Sales, Dynamics Features, Insights
Customer interactions happen everywhere. Phone calls during commutes, emails between meetings, follow-up tasks handled on mobile devices, and new contacts met at events. These touchpoints represent valuable relationship data that can easily slip through the cracks....