by Daniel Norris | Dec 4, 2024 | Advice, CRM, D365 Marketing, Insights
The Dynamics 365 Customer Insights events planner applies automation through the Real-Time Journeys module to help you manage smooth events. These event planning capabilities have various administrative and integration options for organising events, so let’s...
by Warren Butler | Nov 29, 2024 | D365 Marketing, Dynamics Features, Insights, What's new?
Numerous updates enhanced the capabilities of the real-time journeys module in D365 Customer Insights in the latter half of 2024. Below, we’ve listed our favourites, shared a demonstration, and highlighted upcoming features due in early 2025. To find out about further...
by Warren Butler | Nov 27, 2024 | AI, Copilot, Digital Transformation, Insights, Power Platform, What's new?
If you are familiar with Microsoft Copilot, you’ll know its ability to draft emails and search for information. Copilot agents offer extra automation to complete tasks and connect your data. This article looks at how Copilot agents modernise processes to scale AI...
by Warren Butler | Nov 21, 2024 | Dynamics Features, Insights, What's new?
Explore how you can save time navigating and customising grid views in Dynamics 365 and other model-driven apps. In this article, we summarise what’s new and provide a demonstration video. Column Customisation Reordering Columns Drag-and-drop controls enable...
by Warren Butler | Nov 14, 2024 | Dynamics Features, Insights, Power Platform
Microsoft periodically updates the list of features and capabilities it intends to remove from Dynamics 365 apps and the Power Platform. These deprecations mean that Microsoft will remove the functionality from a future release. During the deprecated period, the...
by Warren Butler | Nov 7, 2024 | Advice, Insights, Security
Imagine a critical process grinding to a halt because of an overlooked detail. If your client secrets in Microsoft Dynamics 365 expire, that could be the reality. These digital keys support API integrations with ERP applications and external data services, keeping...