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.
New 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 moreThe Future of Customer Service with Insights from Dynamics 365
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Tagged as: Technology
Our latest blog, "Customer Service Trends and Predictions," offers a comprehensive analysis of the key trends shaping the future of customer service and how Microsoft Dynamics 365 Customer Service is adapting to these changes. Explore how artificial intelligence and automation are revolutionising customer interactions, the growing importance of personalized service, and the need for seamless omni-channel engagement. Learn how integrating customer service with other business functions enhances efficiency and drives a unified customer experience. We also delve into the critical issues of data security and privacy, ensuring that your customer information is protected and compliant with regulations.
Read moreMastering Power Apps with CRM Knowledge's Expert Training
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Tagged as: Technology
Explore how AmcoGiffen revolutionized their reporting processes with the expert guidance of CRM Knowledge. Through a comprehensive three-day Power Apps Foundation Plus training program, AmcoGiffen's team acquired the skills to independently develop and manage custom Power Apps, significantly improving efficiency and reducing reliance on external solutions. Read on to discover the key elements of their training journey and the lasting impact on their business.
Read moreWhy every business needs a Virtual CRM Team
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Tagged as: Technology
Explore how our Virtual CRM Team subscription services can revolutionise your business. Discover cost-effective CRM support with priority service, proactive account management, and continuous learning opportunities. Learn how to optimise your CRM strategy and achieve business success with expert insights and tailored solutions. Dive into our blog to unlock the full potential of your CRM system today.
Read more2024 Masterclass Training Series for D365
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Tagged as: Technology
Dive into our 2024 Masterclass Series tailored for Dynamics 365 professionals seeking focused, impactful training. From mastering customer-centric processes to refining view management and essential form design, each session is led by Microsoft-certified experts. Whether you're new to CRM or a seasoned professional, our courses offer practical insights and hands-on learning to elevate your skills and optimize business performance. Explore how our specialized training can empower you to unlock the full potential of Dynamics 365 and achieve strategic CRM excellence.
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.