Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Dynamics 365 Customer Insights – Journeys and D365 Marketing Glossary
Discover more about Dynamics 365 Customer Insights – Journeys with our concise glossary covering the main features and terminology
Double Opt-In Now Available for Dynamics 365 Real-Time Marketing
Explore what’s new in Dynamics 365 double opt-in processes for real-time marketing – compliance and engagement combined.
From Ideas to Solutions: How Power Apps Accelerates and Simplifies Development
Discover how Power Apps can streamline app development and enhance business operations.
Top Copilot Prompts For Sellers to Stay Ahead with Dynamics 365 Sales
Examples of Copilot chat prompts in Dynamics 365 helping sellers gain actionable data insights and increase efficiency.
2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements
Summarising the top announcements from the 2024 Release Wave 2 Plans.
Can you use Dynamics 365 on Mobile Phones?
Discover the best ways to use Dynamics 365 on mobile devices. Explore Power Apps, Sales app, and browser options for optimal functionality.
Mastering Dynamics 365 Views: An Introductory Guide
Gain clarity on navigating and customising Dynamics 365 views in read-only grids, including using filters to quickly find information.
Why integrate SharePoint with Dynamics 365?
Boost productivity with SharePoint and Dynamics 365 integration. Enjoy seamless document management, enhanced security, and automation.
Comparing Dynamics 365 Business Central CRM and Dynamics 365 Sales
Explore the key differences between Business Central CRM capabilities and Dynamics 365 Sales functionality to assess the best fit for your business.
Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
How to Improve Collaboration with Dynamics 365 Teams Integration
Boost collaboration with Dynamics and Teams integration by enabling seamless CRM access and focused discussions
How to Cut Dynamics 365 Storage Costs with Dataverse Retention Policies
New Dataverse policies help cut Dynamics 365 storage costs and meet compliance by automatically archiving old records.
Getting Started with Dynamics 365: Empowering Small Businesses
Top 8 considerations for Small Businesses when moving to a Dynamics 365 solution.
A Blueprint for Effective CRM Project Leadership
A CRM system is only as powerful as the leadership guiding it. Without strategic oversight and advocacy, potential deteriorates into wasted budgets...
Danger! Poor Data Quality and How CRM Admins Can Save the Day
Like any asset, your CRM system relies on the quality of its inputs to deliver value. Poor-quality data misguides decisions with inaccurate...
How Dynamics 365 Helps You Reduce Environment Impact and Improve ESG Performance
Learn how Dynamics 365 can help organisations build sustainability and cultivate greener processes.
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Deliver Excellent Experiences with Customer Service
Deliver exceptional customer service with Dynamics 365 through omni-channel engagement, self-service and intelligent agents.
What’s New in Microsoft Dynamics 365 Customer Service for 2024
Highlights of the latest features and upcoming enhancements for Microsoft Dynamics 365 Customer Service.
Top 5 Highlights of Dynamics 365 and LinkedIn Sales Navigator Integration
Streamline sales, enrich connections, and drive efficiency. with Sales Navigator and Dynamics integration.
A Quick Guide to Dynamics 365 Sales Sequences
Explore how Dynamics 365 Sales Sequences help optimise sales outreach and support consistent messaging to reach successful outcomes.
Previewing 2024 Release Wave 1 for Microsoft Dynamics 365 – Sales and Marketing Updates
Our takeaways from the 2024 Release Wave 1 announcements, available for sales and marketing teams in D365 from April.
Efficient Engagement with Smart Org Charts for Dynamics 365 Sales
Last year, Microsoft unveiled an enhanced Organisation Chart for the Dynamics 365 Sales Hub. This builds on the legacy Org Chart feature with...
Optimise Message Delivery with Quiet Times in Dynamics 365 Customer Insights
Explore how this new feature for Customer Insights – Journeys can observe quiet periods and respect regulatory constraints.
Tap into AI with Microsoft Copilot for Dynamics 365 Customer Insights
Explore new Microsoft Copilot AI features for Dynamics 365 Marketing and Customer Insights for increased efficiency and personalised engagement.
Managing Out-of-Office Approval Processes in Dynamics 365
Efficiently manage out-of-office Dynamics 365 approvals – discover innovative, adaptive workflows for seamless business continuity and resilience.
Boost Sales Performance with Customisable Dynamics 365 Opportunity Close Forms
Learn how customising Dynamics opportunity close forms helps sellers capture helpful insights to improve strategies.
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Best Practices for Dynamics 365 Data Import
Learn how to prepare to ensure data integrity when importing into your Dynamics 365 solution. Discover duplication rules, mapping and more.
How Microsoft Copilot for Service Transforms Customer Support
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
15 Ideas to Level Up Your Dynamics 365 CRM
Elevate your Dynamics 365 CRM system with these user-focused enhancements, data management best practices and features.
Model-Driven Apps: Unlocking Business Agility in Dynamics 365
Model-Driven apps transform application development, empowering businesses to adapt quickly in today’s fast-paced environment.
Dynamics 365 and Customer Voice: A deep dive into the future of feedback
Discover how Customer Voice transforms feedback management, integrating seamlessly with Dynamics for actionable insights.
A Closer Look at Microsoft Dynamics 365 vs Salesforce: CRM Comparison
Explore a CRM comparison of Dynamics 365 and Salesforce, covering market presence, partnership ethos, integration, and licensing strategies.
A Strategic Guide to Selecting a Dynamics 365 CRM Managed Services Partner
Explore key factors in choosing a Dynamics 365 CRM managed services partner for strategic growth and success.
Navigating Your Path to Dynamics 365 CRM Go-Live Success
Navigate your Dynamics 365 CRM project with ease. Our guide provides a detailed roadmap for efficient project ‘go-live’, leading your business towards growth and innovation.
Best Practices for CRM User Adoption
Explore our CRM user adoption best practices such as good communication and training to maximise your project success.
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