From insights to action: Exploring journeys in Dynamics 365 Customer Insights 

Dynamics 365 Customer Insights 

The latest Dynamics 365 Customer Insights release wave 2 has introduced a significant change: Dynamics 365 Marketing has been integrated into Dynamics 365 Customer Insights, incorporating two distinct components:  This blog delves into the Customer Insights – Journeys side of the platform, exploring its capabilities and functionalities.  Understanding Dynamics 365 Customer Insights – Journeys   Dynamics […]

From siloed data to 360° customer view: Your guide to Dynamics 365 Customer Insights – Data 

Your guide to Dynamics 365 Customer Insights - Data

In today’s data-driven landscape, making informed decisions relies on having accurate and integrated data. Despite the collection of customer data, many organizations struggle with outdated information and fragmented data silos. This results in missed opportunities for valuable insights.   Recognizing the need for a shift from siloed data management, businesses are turning to solutions that offer […]

Meet Microsoft Dynamics 365 Copilot: The next-gen AI transforming ERP and CRM operations


As per a recent survey on business trends, 9 out of 10 workers hope to use AI for automating repetitive tasks in their job. This profound desire for increased efficiency and productivity stems from the rapid evolution of technology. Businesses are keen to not only keep pace but also outperform their competitors by harnessing the transformative potential […]

Seamless synergy: Top Dynamics 365 CRM integrations for business efficiency


As organizations grow and scale, adopting various software solutions becomes essential to streamline operations, boost employee productivity, and elevate customer experiences. Since businesses use several applications across legacy infrastructure, cloud platforms, and on-premises hardware and software, each department may operate autonomously, the lack of integration among systems often leads to data silos. These silos result […]

Power plays in action: Microsoft Dynamics 365 vs. Salesforce comparison guide

The global Customer Relationship Management (CRM) market is expected to experience significant growth from $71.06 billion in 2023 to $157.53 billion by 2030, with a compound annual growth rate (CAGR) of 12.0%. The widespread focus on customer-centric strategies and a shift towards data-driven decision-making is fueling the demand for CRMs. Additionally, cloud-based CRM software will […]

Why Dynamics 365 CRM is an ideal solution for businesses of all sizes (Fortune 500s included)


Customer relationship management (CRM) solutions are necessary for businesses to succeed. This is because they come with many benefits. For example, CRM gives companies a holistic view of their customers, offers them excellent service, and builds long-lasting client relationships.   Moreover, with the help of CRM and its smart analytics, teams can effortlessly automate and […]

Confiz host a live webinar on how grocery retail businesses can achieve operational excellence


On Monday, 28th November 2022, Microsoft and Confiz hosted “Embrace the Path to Operational Excellence with Dynamics 365”, a live webinar highlighting the need for a future-ready solution to address the challenges of the digital grocery ecosystem. The panel included Mohammed Reza, Director of Business Development at Confiz, Bilal Yaqub, Pre-Sales Dynamics Consultant at Confiz, […]

Data insights for effective outbound sales prospecting


A study conducted by HubSpot highlighted that businesses were wasting 50% of sales time on sales prospecting. One of the reasons behind this is the marketing data that is generated from inbound marketing forms and stored in the CRM (Customer Relationship Management) systems is not suitable for outbound sales prospecting. Sales teams need to fill in the […]

How to use CRM for marketing campaigns – 4 Ways in which CRM helps


Successful businesses stand on the foundations of long-lasting customer relationships that play a prominent role in the growth of an organization. Managing these efficiently and effectively is vital for businesses because acquiring a new customer is more expensive than retaining an existing one. Companies can manage their customers better and offer them optimal service by […]

How to improve customer satisfaction in retail


Customer satisfaction in the retail business comes from a solid relationship between the business and the customer. Essentially, it is always a two-way street, but many retail businesses fail to understand this and end up with low levels of customer satisfaction. Retail customers buy your products when you are forthcoming, honest, and a problem solver. […]