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... 
by Warren Butler | May 21, 2025 | AI, Copilot, Digital Transformation, Insights
Microsoft’s 2025 Work Trend Index report reveals how AI is transforming workplaces, highlighting crucial implications for organisations today. Unsurprisingly, this latest research reveals an emerging gap between the performance of businesses that successfully... 
by Warren Butler | May 15, 2025 | AI, Digital Transformation, Insights
Working in a membership organisation often means managing rising expectations with shrinking resources. Achieving more with less has become the norm – stretching teams and systems to their limits. Non-profits report average expense increases of 14-18% for... 
by Daniel Norris | May 15, 2025 | D365 Marketing, Dynamics Features, Insights, What's new?
With Dynamics 365 Customer Insights – Data, you can now target customers based on their campaign engagement. Marketers can now create dynamic audience segments using real-time engagement data from past marketing campaigns and activities – without building... 
by Daniel Norris | May 13, 2025 | AI, Copilot, CRM, D365 Customer Service, Dynamics Features, Insights, What's new?
Customer service reps often spend too much time writing case emails – slowing response times and draining productivity. In addition, some of the best service reps are hands-on problem solvers — not necessarily polished writers. Did you know that nearly 80% of... 
by Daniel Norris | Apr 29, 2025 | CRM, D365 Marketing, Dynamics Features, Insights, What's new?
Form prefill in Dynamics 365 Customer Insights populates form fields automatically using existing contact data from your CRM. When someone clicks a tracked link in a Customer Insights email, the form recognises them and fills in their details. The prefill token is...