by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
If you’re a service agent or a seller, you’ll enjoy the latest enhancement to Customer Insights – Journeys. Imagine a scenario where your communication team has sent a real-time journey email to a customer. The email may contain personalised... 
by Daniel Norris | Apr 10, 2024 | D365 Sales, Dynamics Features, Insights, What's new?
Sellers can enjoy the benefits of automating regular activities with prospects using Dynamics Sales Sequences. This feature fosters a consistent, repeatable sales process that can deliver increased sales and support collaboration. Teams can connect leads to multiple... 
by Daniel Norris | Mar 28, 2024 | Dynamics Features, Insights, Security, What's new?
Managing Dynamics 365 security roles effectively is vital for maintaining data integrity and ensuring smooth operations. Empowering administrators to control user group access to specific Dataverse tables tightly is key to security and data integrity within the... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Whether you are migrating to a new system, your business has attended an event or your sales team has made new connections, you will inevitably need to find a way to import data into the Microsoft Dataverse and Dynamics. Fortunately, preinstalled processes are in... 
by Daniel Norris | Mar 6, 2024 | D365 Sales, Dynamics Features, Insights
Are you a busy Seller? Is the pressure to hit targets, manage opportunities and relationships, challenging to sustain? We understand. Do you want to focus on doing what you do best: closing deals and building relationships? Do you want to stop being bogged down with...