by Warren Butler | Jan 11, 2024 | AI, Digital Transformation, Insights, What's new?
Imagine being able to query your business data just as easily as asking a question in a conversation. Picture having an AI-assisted research canvas that acts as an analyst without adding to your headcount. That future may not be too far off, as Microsoft recently... 
by Warren Butler | Jan 10, 2024 | Advice, CRM, Insights, Success Stories
Have you ever wondered what obstacles prevent your business from fully utilising Microsoft Dynamics 365? A CRM go-live is a pivotal milestone, marking the moment where preparation evolves into operational proficiency. It sets the tone for initial user experiences and... 
by Warren Butler | Jan 5, 2024 | Digital Transformation, Dynamics Features, Insights, Power Platform
Approval processes are an essential review mechanism for many organisations. They maintain alignment with internal policies and regulations, ensuring accuracy and compliance. In commercial scenarios, proposals and marketing emails may be subject to an approval check... 
by Warren Butler | Jan 3, 2024 | Advice, CRM, Insights
Are you set to harness the true power of your CRM system? To maximise your project success, let’s focus on the fundamental key – user adoption. Innovative technology is only beneficial when used effectively by users. That’s why it’s essential... 
by Warren Butler | Dec 20, 2023 | Advice, Dynamics Features, Insights, Security
Role-based security simplifies the balancing act between user access and protecting your data in Dynamics 365 and Power Apps. By implementing roles mapped to teams and duties, administrators can simplify user configurations to avoid the complexity of managing these...