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Authgnosis Client Portal: Project Progress and Secure Deliverable Downloads

by site-publisher | Oct 16, 2026 | Authgnosis Website

Authgnosis clients now have a secure private portal where they can see where each phase of the work stands and download finished deliverables provided as documents. Work delivered as development activities is recorded separately in a private GitHub repository that the...

Authgnosis Website Live Microsoft Teams Chat and Bookings

by site-publisher | Oct 16, 2026 | Authgnosis Website

Visitors to authgnosis.com can now chat with Marissa or book a meeting without a Teams account, an install, or a third party chat vendor. Microsoft closed its own product for relaying website chat into Teams in August 2026, so the connection was built in...

A stage change that was refused, and reported as a success

by site-publisher | Sep 18, 2026 | Microsoft Dynamics 365 CRM

Before rebuilding the lead process so that sales steps can only be recorded by completing a task, four assumptions about the platform had to be tested rather than believed. All four held. The tests themselves turned out to be the fragile part. One assumption is that...

A sales automation that runs as itself, not as an administrator

by site-publisher | Sep 18, 2026 | Microsoft Dynamics 365 CRM

The lead process rebuild depends on automation writing to records under its own name rather than under a person’s. That needed a separate identity with a narrow role, and a test of whether the platform will let such an identity do the work. It will do most of...

Search from any page now lands in the Insights knowledge base

by site-publisher | Sep 12, 2026 | Authgnosis Website

The site header now carries a search icon. A query typed there opens the Insights page with the query already in its search box and the results showing. The query travels in the address fragment rather than a query string, so it never creates a crawlable page variant,...

Three date fields that existed on every row, and had never once been written

by site-publisher | Sep 9, 2026 | Microsoft Dynamics 365 CRM

The sales process keeps a plan of the steps to a first commitment, with a target date, a baseline and a slippage figure on each row. A question about the slippage field turned out to have an awkward answer: nothing computes it, nothing writes it, and every row in the...
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