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
How do you capture data from your web forms in CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process them automatically. Both methods require time and resources. This process is made easier if you... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
If your membership-based organisation faces declining engagement, digital transformation offers a path to revitalising member loyalty and retention. Yet, many find themselves trapped in legacy technology and outdated modes of operation, preventing them from... 
by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Consider situations where account managers or service representatives are unable to view the complete details of marketing emails sent to customers. While copies of these messages are available in each CRM record history, they only display the default template text... 
by Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
As an administrator, you know that securing your Dynamics 365 data isn’t optional. With threats piling up faster than ever, a breach could wreck your organisation’s reputation. This is why having a rock-solid security strategy is critical. You’ve got to... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Whether you are migrating to a new system, you’ve attended an event or purchased data, at some point you’ll want to import data into Microsoft Dataverse and Dynamics. Fortunately, preinstalled processes are in place to simplify bulk imports from...