CRM blog

Articles and Insights

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.


A Sneak Peek at D365 Customer Service Features for 2024

In our latest blog, we unveil a wave of groundbreaking features designed to revolutionize how businesses deliver exceptional customer experiences. From enhanced outbound dialing experiences to achieving FedRAMP certification for heightened security, each feature offers a unique opportunity to streamline workflows and elevate service standards. Whether you're seeking early access previews or exploring functionalities in public release, our comprehensive guide provides insights into the latest advancements tailored to meet the evolving needs of customer service teams. Join us as we delve into the details of each feature, showcasing their key highlights and benefits for organisations.

Read more

Microsoft's D365 Sales Features for 2024

the latest features set to revolutionise sales processes. From enhanced opportunity analysis and seamless opportunity closure to personalized customer engagements and AI-driven insights, discover how these advancements can elevate your sales strategy and drive business growth. Whether you're seeking to optimise your pipeline management, streamline workflow efficiency, or gain valuable real-time insights, our in-depth analysis provides valuable insights into the capabilities of Dynamics 365 Sales. Stay ahead of the curve and unlock the full potential of your CRM system by staying informed about the latest features and updates.

Read more

Investing in Talent, the Future of Technology Apprenticeships

Read more

What's New with D365 Customer Service?

Service in our latest blog. From unified routing in your inbox to enhanced email attachment experiences, Copilot advancements, multilingual support, and default real-time analytics, this blog unveils the game-changers that empower your customer service operations. As we conclude our January mini-series, discover how staying informed is key to mastering these innovations. Explore more with our expert-led webinars, included in our subscription plans. Elevate your service game—read on to revolutionize your Dynamics 365 experience.

Read more

What's New with D365 Sales?

Explore the latest innovations shaping the landscape of Dynamics 365 Sales in the second installment of our January mini-series, "Beyond the Basics." From streamlining communication with SMS capabilities to accelerating form loading times in the Sales Accelerator Workspace, each feature is designed to elevate your sales strategies. Dive into the power of contextual news within Copilot chat and discover how assignment rules can revolutionize lead management. Enhance efficiency with a customized quote closure experience and visualize key stakeholders seamlessly with the smart organization chart. As we unravel these advancements, we invite you to stay ahead of the curve with CRM Knowledge—a trusted partner on your journey to success. Uncover the full potential of Dynamics 365 Sales through our support services and training programs. Join us in part two of our January series and be prepared for what the future holds in the realm of CRM excellence.

Read more

What's New with D365 Marketing?

Embark on a journey of innovation and strategic insight as we unravel the intricacies of Dynamics 365 Marketing's latest enhancements in our comprehensive January mini-series. Delve into the transformative features released in December 2023, meticulously designed to elevate your marketing strategies. From the nuanced artistry of custom fonts to the precision of communication timing with quiet times, each feature has been crafted to enhance engagement, compliance, and customer experience.

Read more

New Year, New Strategies with the Future of CRM

Explore the dynamic future of Customer Relationship Management (CRM) in our latest blog post, uncovering intelligent solutions and ethical practices shaping businesses in 2024. From predictive analytics revolutionising sales strategies to an emphasis on data security and customer trust, discover how CRM is redefining success in the digital age. Don't miss out on the insights that promise to elevate your business strategies for the new year and beyond.

Read more

Navigating Customer Retention with CRM

Embark on a journey to revolutionise your business strategies in 2024 by delving into our latest blog on customer retention and CRM mastery. Discover advanced insights that transcend specific platforms, exploring the pivotal role of Dynamics 365 and other CRM tools. From efficient data management to personalised customer engagement, proactive issue resolution, and the integration of loyalty programs, this blog unveils a comprehensive guide to building enduring customer relationships. Learn how to leverage CRM for targeted marketing, seamlessly manage multi-channel communication, and stay ahead of 2024 trends. Don't miss out on the strategies that could redefine your success – read on to elevate your customer retention game!

Read more


Peter 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.