by Warren Butler | Jan 29, 2024 | D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?
Microsoft has unveiled its plans for the next major update to Dynamics 365 apps and the Power Platform. The 2024 Release Wave 1 covers the period from April to September, with some features available for administrators to test from February before these are... 
by Daniel Norris | Jan 25, 2024 | D365 Sales, Dynamics Features, Insights
Last year, Microsoft unveiled an enhanced Organisation Chart for the Dynamics 365 Sales Hub. This builds on the legacy Org Chart feature with enhanced functionality, providing a user-friendly visual hierarchy of decision-makers. Using the drag-and-drop interface, you... 
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Why do some sales teams consistently hit their numbers while others always seem to come up short? Often, it boils down to insights. This is where customisable opportunity close forms can help you. The best performers relentlessly analyse every win and loss to... 
by Warren Butler | Dec 12, 2023 | AI, Copilot, D365 Sales, Dynamics Features, Insights, Security
Reports of businesses preventing employees from using ChatGPT and other generative AI tools might seem like an anti-innovation stance. Yet Microsoft’s 2023 Work Trend Index Annual Report found that 70% of people would delegate as much tasks as possible to AI if it... 
by Warren Butler | Dec 4, 2023 | Copilot, D365 Sales, Digital Transformation, Dynamics Features, Insights, What's new?
Let’s face it: sellers are rarely enthusiastic CRM users. They’re driven to land the next big deal to transform their quarter. Updating CRM? That’s often less of a priority. Sellers might acknowledge some productivity benefits that help manage their pipeline, but...