Most Dynamics 365 consultants can configure a dashboard. Very few can configure your business to actually use it. That's the difference between implementation and impact. And too many companies settle for the former. The real challenge isn't technical complexity....
Planning a Dynamics 365 implementation for your business? You're looking at one of the most impactful decisions you can make for your organization's digital transformation. Microsoft's unified platform combines CRM (customer relationship management) and ERP...
Customer data sits scattered across your organization. Sales has one view of customers. Marketing sees something different. Support teams work with yet another version of the truth. Sound familiar? You're not alone. Most businesses struggle with fragmented customer...
Microsoft's Dynamics 365 Copilot is changing how businesses work with their data. This AI assistant automates tasks and changes how teams handle customer engagement, sales processes, and service delivery. But throwing AI at your business problems without a plan rarely...
Managing customer relationships can feel overwhelming. You're juggling emails, tracking leads, handling service requests, and trying to keep everyone on your team in sync. Sound familiar? Dynamics 365 Customer Engagement solves this challenge by putting all your...
Picture this: You’re running a business and want to reach your customers right when they’re ready to engage, not a minute too soon or too late. That’s where Dynamics 365 Customer Insights - Journeys steps in. This helps you craft experiences that make your customers...
Whether you're a marketing leader strategizing the next big campaign or a marketer looking to accelerate your workflow, understanding the Copilot agents within Dynamics 365 Customer Insights – Journeys can help simplify (+ amplify) your marketing efforts from creation...
💡Tuesday Tip: Is your real-time form not rendering how it should? You may need to take a look at HTML. When Microsoft pushed out the <safe-script> code update for Customer Insights - Journeys version 1.1.38813.80 or newer, it not only moved any custom JavaScript...
On July 1, 2024, active journeys in the real-time journeys area that were created on or before May 5, 2022 will stop working. To avoid disruption and follow the steps outlined in this video.
A leading Virginia-based insurance company leveraged Dynamics 365 as they sought to manage their investor relations events in a system that could tie into their customer relationship management database. Challenge Disparate systems across event management platforms,...