The CRM Knowledge blog
Welcome to our blog section, dedicated to providing you with the latest tips and tricks for CRM, including Microsoft Dynamics 365. Whether you're a CRM beginner or an experienced user, we're here to help you make the most of your CRM system. CRM Knowledge is passionate about helping you navigate the intricacies of CRM, enabling you to enhance your skills and drive success in your business. Through our informative and practical articles, we aim to empower you with the knowledge and tools to optimise your CRM experience.
The Full Potential of D365 with Custom Integrations
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Tagged as: Technology
In this blog, we explore how custom integrations can unlock the full potential of Microsoft Dynamics 365, transforming it into a powerful, unified hub for your business operations. Discover how our tailored integrations with Mailchimp, Xero, and Calendly streamline marketing, financial management, and scheduling processes, driving efficiency and improving customer engagement. Whether you're looking to automate data sync, simplify invoicing, or enhance client interactions, these integrations provide seamless solutions. Learn how CRM Knowledge can help you enhance your Dynamics 365 experience with custom integrations designed to meet your business needs.
Read moreKey Metrics To Track
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Tagged as: Technology
In today’s competitive landscape, ensuring your CRM delivers a solid return on investment is essential for growth. Our latest blog highlights the key metrics that can help you track and maximise your CRM performance—specifically within Microsoft Dynamics 365. From reducing Customer Acquisition Costs to improving Customer Retention Rates, we break down the vital data points that drive efficiency, improve customer satisfaction, and increase revenue. Learn how to leverage D365’s advanced tools to monitor, optimise, and elevate your CRM strategy for long-term success.
Read moreTop 5 Microsoft Power Platform Features You're Not Using
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Tagged as: Technology
In this blog, we highlight five powerful yet often overlooked features of the Microsoft Power Platform that can significantly enhance your business processes. From leveraging AI Builder for smarter automation to using Power Virtual Agents to improve customer support, these tools can help you streamline operations, reduce manual work, and unlock greater innovation. Whether you're looking to integrate custom workflows or improve data consistency, these features offer scalable solutions that don’t require extensive development. Discover how your business can maximise the potential of the Power Platform with these essential tools.
Read moreBusiness Benefits of Power Apps
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Tagged as: Technology
Discover how Microsoft Power Apps is transforming the way organisations develop custom applications with its low-code approach. In our latest blog, we explore the benefits of Power Apps, including its key features, real-world applications, and the democratisation of app development. Learn how businesses can automate processes, enhance customer service, and drive innovation—all while empowering employees. Dive in to understand how our Power Apps Foundation Plus training can equip your team to harness this powerful tool for your unique business challenges. Read more to unlock the potential of Power Apps for your organization!
Read moreNew Updates for D365 Customer Service Coming October
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Tagged as: Technology
Explore the latest advancements in Dynamics 365 Customer Service with our October feature roundup. This blog delves into nine key updates designed to enhance your customer service operations, including real-time queue membership updates, improved case management controls, and advanced email handling capabilities. Discover how these features can streamline your workflows, boost productivity, and elevate customer satisfaction. Stay ahead of the curve and ensure your team is fully equipped to handle the evolving demands of customer service with these essential updates. Read on to learn more about how these innovations can transform your service delivery and drive business success.
Read moreWhat's New in Microsoft Copilot for Sales
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Tagged as: Technology
Stay ahead of the curve with the latest advancements in Microsoft Copilot for Sales. Our detailed blog highlights the newest features available for public preview and general availability, designed to enhance your sales strategies and streamline your processes. From advanced sales engagement analysis and automated issue detection to efficient stakeholder profiling and seamless integration with Outlook and Teams, discover how these innovations can transform your sales operations. Each feature is crafted to provide deeper insights, improve decision-making, and boost overall productivity. Dive into our comprehensive overview to understand how these tools can benefit your sales team and help you achieve greater success.
Read moreUpcoming Features in D365 Sales
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Tagged as: Technology
In our latest blog, we delve into the significant updates and upcoming features in Dynamics 365 Sales that could transform your sales operations. As part of our commitment to keeping you informed, we highlight the latest innovations, including both newly available features and those on the horizon. From AI-driven enhancements that offer deeper insights into account management and lead qualification, to advanced tools for optimizing email communication and pipeline analysis, this comprehensive overview is designed to ensure you are fully equipped to leverage these developments.
Read moreWhat’s New and Upcoming in Dynamics 365 Customer Insights-Journeys
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Tagged as: Technology
In the ever-evolving world of CRM, staying updated with the latest features and enhancements is crucial for optimizing your marketing strategies. Our latest blog post, "10 Must-Know Updates in Dynamics 365 Customer Insights", provides a comprehensive overview of the most significant recent and upcoming features. From enhancements that are already available to those in public preview and new capabilities on the horizon, we cover everything you need to know. Discover how these updates can improve your email optimization, marketing automation, and overall CRM performance. Read on to ensure you're leveraging all the latest tools and techniques to stay ahead of the competition and drive your business success.
Read morePeter Clements
Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.