by Warren Butler | May 24, 2024 | CRM, D365 Customer Service, Dynamics Features, Insights
Imagine reaching out for service and being greeted every time with the understanding and response of a professional that feels tailor-made to your query. Unfortunately, the reality often falls short. Customers frequently face long waits, inconsistent information, and... 
by Warren Butler | May 23, 2024 | CRM, Digital Transformation, Dynamics Features, Insights
Trade associations face unique challenges that set them apart from other membership and non-profit organisations. These include balancing members’ competing needs while promoting industry goals. Investing in digital transformation allows trade associations to... 
by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights
The terminology and jargon surrounding Dynamics 365 can easily confuse and overwhelm. To help you navigate this landscape, we’ve created a cheat sheet of common terms and concepts you’re likely to encounter. This guide aims to demystify the jargon and help you get up... 
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 Dynamics 365? One method might be to implement a custom workflow to import these submitted forms, but this needs to be configured. That’s why some organisations don’t have integrated forms so this data... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
If your organisation faces declining engagement, digital transformation offers a path to revitalising member participation and retention. Perhaps you are held back by outdated technology that restricts your ability to connect with your community effectively....