by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Businesses use various strategies to collect contact details on their websites capture forms. But how is this collected in their CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
For membership-based organisations facing declining engagement, digital transformation offers a direct path to revitalising member loyalty and retention. Yet, many find themselves trapped in outdated technology and modes of operation, unable to break free and fully... 
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 Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
As an administrator, the importance and non-negotiability of securing your data cannot be overstated. With growing threats and complex regulations, any breach could damage reputation and bottom-line performance. That’s why creating a watertight security strategy is... 
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 Warren Butler | Mar 13, 2024 | AI, CRM, D365 Customer Service, Digital Transformation, Dynamics Features, Insights
In the quest for enhanced productivity and superior customer experiences, Microsoft Copilot for Service has emerged as a transformative solution powered by generative AI. Copilot is powered by your data in Dynamics 365 CRM and other trusted sources, enabling service...