by Daniel Norris | Jan 5, 2024 | AI, Copilot, D365 Marketing, Dynamics Features, Insights
Discover the practical advantages of AI-powered enhancements for Dynamics 365 Marketing and Customer Insights with Copilot. In this article, we’ll cover how Microsoft Copilot’s capabilities help marketers save valuable time and create effective campaigns. These... 
by Warren Butler | Jan 5, 2024 | Digital Transformation, Dynamics Features, Insights, Power Platform
Approval processes are an essential review mechanism for many organisations. They maintain alignment with internal policies and regulations, ensuring accuracy and compliance. In commercial scenarios, proposals and marketing emails may be subject to an approval check... 
by Warren Butler | Jan 3, 2024 | Advice, CRM, Insights
Are you set to harness the true power of your CRM system? To maximise your project success, let’s focus on the fundamental key – user adoption. Innovative technology is only beneficial when used effectively by users. That’s why it’s essential... 
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 20, 2023 | Advice, Dynamics Features, Insights, Security
Role-based security simplifies the balancing act between user access and protecting your data in Dynamics 365 and Power Apps. By implementing roles mapped to teams and duties, administrators can simplify user configurations to avoid the complexity of managing these... 
by Warren Butler | Dec 15, 2023 | AI, Copilot, Insights, What's new?
Microsoft recently released findings highlighting the early productivity potential of Copilot – its AI assistant technology is now integrated across popular apps, including Outlook and Dynamics 365. Based on surveys of hundreds of global users, results show Copilot...