by Warren Butler | Jul 14, 2025 | Insights, Portals
An outdated web portal does not always need replacing. Every portal is built on three layers: the data foundation, the logic engine, and the user interface. Problems that look fundamental are often concentrated in one layer, usually the interface. When the data... 
by Daniel Norris | Jul 3, 2025 | Advice, AI, D365 Sales, Dynamics Features, Insights, Security, What's new?
We review plenty of new advancements that are introduced into Dynamics and the Power Platform. If the answer to the question is: Should we use it? We usually like to say yes. Newer is often better! This time, the answer is more complicated. A new capability in... 
by Daniel Norris | Jul 1, 2025 | Advice, D365 Marketing, Insights
This checklist covers eight areas to review before activating a Real-time Journey in Dynamics 365 Customer Insights. It spans content, consent, compliance, journey configuration, sender details, rendering, and analytics. Litmus found that 96% of five million tested... 
by Warren Butler | Jun 18, 2025 | Dynamics Features, Insights
Microsoft quietly rolled out timeline bookmarks for Dynamics 365 and Power Apps, but many users missed what could be one of the most practical time-saving enhancements to hit the platform in recent years. If you’ve ever found yourself repeatedly applying the... 
by Warren Butler | Jun 17, 2025 | Digital Transformation, Insights, Portals
Our guide, The Intelligent Web Portal Advantage, explains how Microsoft web portals built on Dynamics 365, Power Pages, and Azure go beyond basic information access. It covers integration with CRM and external systems, workflow automation, AI-powered self-service,... 
by Warren Butler | Jun 9, 2025 | D365 Marketing, Digital Transformation, Dynamics Features, Insights
Triggers in Dynamics 365 Customer Insights let you send automated, real-time messages based on specific customer actions. This moves your marketing beyond scheduled bulk emails and towards timely, relevant communication that reflects individual behaviour. While...