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...
Today, companies of all shapes and sizes are embarking on a journey for artificial intelligence. While a few have made a rapid start, most are still trying to figure out where, when, and how to use AI. As with most new technologies, it's important to understand the...
Is it a Copilot? An agent? Both? Choosing between Copilot features and AI agents can feel tricky when you’re focused on your pipeline, but we’re here to help. In this series, we’ll unpack the differences and share practical use cases for sales and marketing to help...
Dive into the world of security roles, permissions, and access controls within Dynamics 365 Customer Insights as we unravel the secrets to safeguarding your data while empowering your team. Discover how to achieve the perfect balance between protection and...
Most teams using Dynamics 365 CRM are barely scratching the surface of what's possible. Organizations invest heavily in this powerful platform, roll it out company-wide, and then watch as adoption rates stagnate and ROI remains frustratingly out of reach. The...
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...