by Warren Butler | Sep 23, 2024 | D365 Sales, Dynamics Features, Insights
SIC codes might seem like another box to complete, but this data improves segmentation, analysis and planning. Tracking these company codes in Microsoft Dynamics 365 and Power Apps could help you to identify new opportunities, evaluate risks, and enable granular... 
by Warren Butler | Sep 6, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
Is your business struggling with sales hurdles? Many small and medium-sized companies face challenges that slow growth and cut into profits. Here’s the good news: Dynamics 365 Sales offers intuitive tools to tackle these issues head-on. In this post, we’ll... 
by Warren Butler | Aug 27, 2024 | CRM, D365 Sales, Dynamics Features, Insights
Are you missing out on prospective deals because you can’t monitor your competitors? This knowledge gap makes a big difference. Sellers may be in the dark about how successfully your organisation competes with other vendors. Partly, that’s because... 
by Warren Butler | Jul 29, 2024 | AI, Copilot, CRM, D365 Sales, Dynamics Features, Insights
You don’t need to be a wizard in prompt engineering to wield the power of AI in Dynamics 365. Meaningful insights and time-saving benefits can start with a simple prompt. If you are new to Copilot in Dynamics 365 or unsure how it can help, this article showcases... 
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 Daniel Norris | Jul 17, 2024 | Advice, CRM, D365 Sales, Insights
The short answer is Yes. There are numerous ways that people can access their Dynamics 365 apps, each with their positives and restrictions. Let’s dive in and explore how you can use your mobile devices on Dynamics 365. We’ve tested the applications running on...