by Daniel Norris | Feb 23, 2024 | CRM, Dynamics Features, Insights
In the fast-paced world of business, businesses often find that gathering meaningful feedback from customers feels like chasing a moving target. When organisations try to collect feedback, multiple data silos pose another problem, making it challenging for them to see... 
by Daniel Norris | Feb 15, 2024 | D365 Sales, Dynamics Features, Insights
An efficient sales process is the cornerstone of streamlined, scalable growth. However, process inconsistencies can occur when sales teams grow or because of gaps in training or documentation. To address these challenges, sequences in Dynamics 365 Sales provide... 
by Daniel Norris | Jan 25, 2024 | D365 Sales, Dynamics Features, Insights
Last year, Microsoft unveiled an enhanced Organisation Chart for the Dynamics 365 Sales Hub. This builds on the legacy Org Chart feature with enhanced functionality, providing a user-friendly visual hierarchy of decision-makers. Using the drag-and-drop interface, you... 
by Daniel Norris | Jan 5, 2024 | AI, Copilot, D365 Marketing, Dynamics Features, Insights
Discover the practical advantages of AI-powered enhancements for Dynamics 365 Marketing and Customer Insights with Copilot. In this article, we’ll cover how Microsoft Copilot’s capabilities help marketers save valuable time and create effective campaigns. These... 
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Why do some sales teams consistently hit their numbers while others always seem to come up short? Often, it boils down to insights. This is where customisable opportunity close forms can help you. The best performers relentlessly analyse every win and loss to...