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... 
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 Daniel Norris | Dec 6, 2023 | Advice, CRM, Insights, Licensing, Power Platform, Storage
As businesses progress on digital transformation journeys and combine data from various sources across their organisation, data volumes are growing exponentially. This includes organisations using Microsoft’s Dataverse Storage. To meet the demands of modern...