by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Businesses use various strategies to collect contact details on their websites capture forms. But how is this collected in their CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process... 
by Warren Butler | Apr 29, 2024 | D365 Sales, Insights, Licensing
The Dynamics 365 Sales module adapts to various organisational processes and provides multiple licensing options to accommodate different business needs. This article provides an overview of the clear distinctions between the levels of functionality available under... 
by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform
For membership-based organisations facing declining engagement, digital transformation offers a direct path to revitalising member loyalty and retention. Yet, many find themselves trapped in outdated technology and modes of operation, unable to break free and fully... 
by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
If you’re a service agent or a seller, you’ll enjoy the latest enhancement to Customer Insights – Journeys. Imagine a scenario where your communication team has sent a real-time journey email to a customer. The email may contain personalised... 
by Warren Butler | Apr 17, 2024 | D365 Customer Service, D365 Sales, Insights, Licensing
Microsoft has announced an increase in pricing across a series of Dynamics 365 products from 1st October 2024. Although Microsoft has only released US dollar prices, it confirmed similar percentage increases will apply globally. September 2024 UpdateHow to Prepare for... 
by Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
As an administrator, the importance and non-negotiability of securing your data cannot be overstated. With growing threats and complex regulations, any breach could damage reputation and bottom-line performance. That’s why creating a watertight security strategy is...