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.
Customer Insights, Journeys Feature Highlights
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Tagged as: Technology
February brings a host of exciting updates for Customer Insights - Journeys, designed to streamline your marketing workflows and elevate customer engagement. From new journey templates to dynamic segment reentry, these features offer greater flexibility and efficiency. This blog explores the key updates in detail, with insights on how to take full advantage of the new tools to optimize your marketing strategy. Plus, learn how our Marketing Momentum service can provide expert guidance to help you get the most out of these powerful features. Read on to see how these updates can transform your customer journeys!
Read moreWhat It Means For You
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Tagged as: Technology
Explore how AI is revolutionising the way businesses operate and how tools like Dynamics 365 and the Power Platform can drive growth, efficiency, and customer satisfaction. This blog highlights practical AI applications such as automation, smarter insights, and personalised customer experiences, all integrated into the Microsoft ecosystem. Learn how CRM Knowledge can help your business unlock the full potential of AI with tailored training, custom solutions, and ongoing support. Don’t miss out on this opportunity to stay ahead in an AI-driven world—read now to discover actionable steps for your business!
Read more5 D365 Sales Features Coming Soon
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Tagged as: Technology
In 2025, Dynamics 365 Sales is rolling out exciting new features designed to elevate your sales performance. From AI-powered lead prioritisation to smarter email engagement tracking, these updates are set to revolutionise how sales teams work. In this blog, we explore five key features to watch out for in early 2025, providing you with insights on how to maximise productivity, close more deals, and stay ahead of the competition. Don’t miss out on the tools that could transform your sales strategy—read on to discover how to leverage these innovations for success in the new year.
Read moreThe 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 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.