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 Warren Butler | Jan 23, 2024 | AI, Copilot, Insights, Portals, Power Platform, What's new?
Does this sound familiar? A customer visits a web portal looking for information, but gets lost in a maze of pages and documentation. With increased expectations for information accessibility and search efficiency, it’s no wonder that traditional search methods... 
by Warren Butler | Jan 18, 2024 | Advice, Insights, Licensing, Power Platform, Storage
Are rising storage costs for your Microsoft Dynamics 365 data becoming a concern? Allow us to offer a practical and affordable solution that uses Azure Blob storage for efficient archiving, ensuring secure and easy access to legacy data. This not only saves storage... 
by Warren Butler | Jan 17, 2024 | D365 Marketing, Dynamics Features, Insights, What's new?
Amidst the clutter of messages and distractions, the new Quiet Times feature in Dynamics 365 Customer Insights – Journeys optimises message delivery to avoid communications getting lost in the noise. Define Boundaries with Quiet Times Quiet times lets you define... 
by Warren Butler | Jan 11, 2024 | AI, Digital Transformation, Insights, What's new?
Imagine being able to query your business data just as easily as asking a question in a conversation. Picture having an AI-assisted research canvas that acts as an analyst without adding to your headcount. That future may not be too far off, as Microsoft recently... 
by Warren Butler | Jan 10, 2024 | Advice, CRM, Insights, Success Stories
Have you ever wondered what obstacles prevent your business from fully utilising Microsoft Dynamics 365? A CRM go-live is a pivotal milestone, marking the moment where preparation evolves into operational proficiency. It sets the tone for initial user experiences and...