Mar 5, 2025 | CRM, Customer Service, Dynamics 365
Microsoft is discontinuing the Dynamics 365 Customer Service Hub, which as of February 2025, will no longer be available to new Customer Service customers with Enterprise licenses. Existing users of Customer Service Hub can upgrade to the new Workspace app at any...
Mar 4, 2025 | CRM, Customer Service, Dynamics 365
Imagine you’ve been working in a kitchen where the oven is in one room, the sink in another, and the fridge down the hall. That’s kind of like the Dynamics 365 Customer Service Hub – things work, but it’s not very efficient. Now imagine a brand new,...
Feb 17, 2025 | CRM, Dynamics 365, Fundraising, Nonprofit
Last year Microsoft announced that it would be retiring it’s Fundraising & Engagement solution. If your organisation is using Microsoft Fundraising & Engagement, a key component of Microsoft Cloud for Nonprofit, you may have already been notified that it is...
Sep 12, 2024 | Contracts Management Solution, CRM, Dynamics 365
Contract management is super easy with our Klevr Contracts app integrated with Dynamics 365, but what happens when you also add Microsoft Copilot to the mix? In a recent webinar, we explored how Microsoft Copilot could further enhance productivity and help...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
Which is better, Dynamics 365 Customer Insights vs Marketo? There is a wide range of CRM and marketing automation platforms and tools available to choose from. Choosing the right solution can seem overwhelming. All solutions have their pros and cons, so let us look at...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
Comparing apples and oranges: Dynamics 365 Customer Insights vs Mailchimp Mailchimp is well-known for its email marketing capabilities, it is a great choice for smaller businesses looking for a simple email marketing solution. The reality is, the comparison between...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
How does Dynamics 365 Customer Insights compare to HubSpot? HubSpot is a popular choice for many businesses, especially small to mid-sized companies. If we compare Hubspot to Dynamics 365 Customer Insights, there are several areas of difference, where Dynamics 365...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
With the retirement of the Dynamics 365 Customer Insights outbound marketing module on the horizon, it’s time to start preparing your organisation for the transition to real-time journeys. In this post, we’ll focus on the key steps you need to take, to ensure a...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
This month Microsoft announced that the Dynamics 365 Customer Insights outbound marketing module will be retired on 30 June 2025. This change signals a significant shift in how businesses will approach customer engagement and marketing automation. It is...
