by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights
As a trusted Dynamics 365 Partner, we understand that diving into this powerful suite of applications can be overwhelming, especially with all the specific terminology. To help you navigate, we’ve created a terminology cheat sheet of common terms and concepts you’re... 
by Warren Butler | May 10, 2024 | CRM, Digital Transformation, Insights, Success Stories
We’re delighted to unveil a case study showcasing our partnership with Hill Dickinson, a leading global commercial law firm. Discover how our collaboration has supported Hill Dickinson’s digital transformation ambitions, utilising the strengths of... 
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 Yet, many find themselves trapped in outdated technology and modes of operation, unable to break free and fully...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...