by Warren Butler | Feb 6, 2024 | Advice, Insights, Portals
In the realm of membership management, you’re tasked with a perpetual juggling act. Between updating member profiles, managing subscriptions, handling enquiries, and endeavouring to drive engagement levels, these admin responsibilities consume valuable time.... 
by Warren Butler | Feb 1, 2024 | AI, Copilot, D365 Sales, Insights, Licensing
Sellers face multiple challenges, from time constraints in juggling customer interactions to efficiently managing their sales pipeline. As Copilot gains traction amongst sales teams to address these challenges, Microsoft has announced additional capabilities to... 
by Warren Butler | Jan 30, 2024 | Advice, CRM, Insights
Selecting a Microsoft Dynamics 365 CRM managed services partner is a decision that can shape your growth trajectory. This isn’t a simple choice. It’s a strategic decision that will influence how effectively your organisation uses Dynamics, transforming... 
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 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...