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... 
by Warren Butler | Oct 30, 2025 | D365 Sales, Dynamics Features, Insights
The Dynamics 365 Sales Accelerator combines prioritised work lists, automated sequences, and contextual next-step guidance into a single workspace within the Sales Hub app. It replaces the daily guesswork of which leads or opportunities to act on first with... 
by Rodney Green | Oct 29, 2025 | Advice, CRM, Digital Transformation, Insights
I have regular conversations with business leaders about their Dynamics 365 system, and they usually start the same way. They’re not hugely unhappy. Support tickets get resolved, and their system is stable. But when I ask them what value they see from their... 
by Warren Butler | Oct 1, 2025 | Advice, Insights, Power Platform, Storage
You can reduce Dataverse consumption without purchasing add-on capacity or deleting data you need to keep. Practical options include bulk deletion of obsolete records, reviewing audit log and Copilot transcript retention periods, removing deactivated Power Automate... 
by Daniel Norris | Sep 30, 2025 | CRM, D365 Sales, Dynamics Features, Insights, What's new?
Understanding the intricate web of organisational relationships is important for sales success. Sellers often struggle to identify the structure of large accounts, involving parent companies, subsidiaries, and various related entities. This complexity frequently leads...