Six Tips in 60 Seconds: Moving Assets Across Environments

Moving assets across environments in Dynamics 365 Customer Insights – Journeys? In this week’s #Sixin60, senior solution consultant Jackie Hunt shares six quick tips to streamline the process using PowerApps.

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A person sits at a wooden table in an office, using a laptop with a data dashboard displayed. The room has blue chairs and a calm, focused atmosphere.

CRM with Marketing Automation: Benefits, Tools, and Challenges

The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...

Introducing The Knowledge Hub: Your Gateway to Mastering Customer Engagement

Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...

Customer Data Platform vs. CRM: What’s the Difference?

In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP...