The CRM Knowledge blog
Blogs filtered by tag: Technology.
Simple Steps to Secure Your Power Platform
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Tagged as: Technology
Security in the Power Platform is more important than ever, but it doesn’t have to be complicated. In this blog, we break down simple, practical steps to keep your data safe—without the headaches. From tightening permissions to automating security checks, find out how to protect your Power Apps, Power Automate, and Power BI from risks. Read on to make sure your setup is secure!
Read moreThe Role of Low-Code Solutioons in Digital Transformation
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Tagged as: Technology
Low-code solutions are revolutionizing digital transformation, making it faster, more cost-effective, and accessible to businesses of all sizes. With platforms like Microsoft Power Apps, companies can build custom applications, automate workflows, and integrate systems—without relying on complex coding. In this blog, we explore how low-code technology empowers teams, drives efficiency, and accelerates innovation. Whether you're looking to streamline processes or reduce IT costs, low-code could be the game-changer your business needs. Keep reading to find out how!
Read moreHow To Use Customer Insights Data Effectively
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Tagged as: Technology
Harnessing the power of Customer Insights - Data can transform the way businesses understand and engage with their customers. This blog explores how to unify customer data, leverage AI-driven analytics, and turn insights into actionable strategies that drive growth, improve customer satisfaction, and enhance efficiency. Whether you're looking to optimize marketing efforts, personalise customer experiences, or gain a competitive edge, discover how Customer Insights - Data can help you make smarter, data-driven decisions. Read on to unlock the full potential of your CRM!
Read morePower Automate vs AI Builder
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Tagged as: Technology
Looking to streamline your business processes and boost efficiency? In this blog, we break down two powerful automation tools from Microsoft—Power Automate and AI Builder. Whether you're looking to automate routine tasks, integrate multiple systems, or add AI-driven intelligence to your workflows, we’ll help you understand which solution is right for your business. Keep reading to discover how these tools can work together to transform your operations and drive success.
Read moreCopilot February How Our Developers Use It
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Tagged as: Technology
In the final installment of our Copilot February series, we’re exploring how our Development & Power Apps team—Nitheesh and Macauley—use Microsoft Copilot to streamline their work. From coding assistance and debugging to troubleshooting Power Apps and improving development efficiency, Copilot is helping them work smarter every day.
Read moreGetting More From Copilot
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Tagged as: Technology
See how Microsoft Copilot is helping businesses simplify everyday tasks and improve efficiency. In this blog, we share how our team uses it to save time, stay organized, and get more done. If you’re looking for practical ways to boost productivity, this post is for you.
Read moreCopilot February Marketing and Leadership
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Tagged as: Technology
Unlock the full potential of Microsoft Copilot and transform the way your team works. In this blog, we explore practical, real-world applications of Copilot across marketing, leadership, and CRM processes. Learn how to streamline tasks, generate insights, and automate workflows to boost productivity and decision-making. Whether you're new to Copilot or looking to optimise its use, this guide will help you get the most out of this powerful AI tool
Read moreCustomer 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 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.