by Warren Butler | Jul 19, 2024 | Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?
On 16th July, Microsoft unveiled its 2024 Release Wave 2 plans detailing the latest features planned for release between October 2024 and March 2025. We’re excited to see what’s coming soon and looking forward to testing the new features. In this article,... 
by Warren Butler | Jul 12, 2024 | CRM, Dynamics Features, Insights
Understanding views is crucial for effectively navigating Dynamics 365. If you’re new to Dynamics, this post is for you, as we’ll walk you through the essentials of using read-only grids. In Dynamics, views display lists of records for each table, such as accounts,... 
by Warren Butler | Jul 8, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
With Microsoft Dynamics 365 Business Central and Dynamics 365 Sales both offering customer relationship management capabilities, you may be wondering which is the best fit for your business. This article provides a high-level overview of each module to help you make... 
by Warren Butler | Jun 26, 2024 | Advice, Digital Transformation, Insights, Power Platform
Many businesses face challenges in their journey toward digital transformation. These include tangled inefficient manual tasks, grappling with ageing systems, and lack of clear, real-time data insights. The quest for efficiency, integration, and visibility is critical... 
by Warren Butler | Jun 21, 2024 | Copilot, CRM, Dynamics Features, Insights, Power Platform, Storage
Microsoft Dynamics 365 and Power Apps administrators continuously optimise their environments and seek ways to minimise storage costs. However, a new challenge now lurks within the tools designed to enhance productivity: the accumulation of Copilot transcripts. This...