by site-publisher | Aug 5, 2026 | Microsoft Dynamics 365 CRM
Judging whether a marketing list had been over mailed used to mean opening each member one at a time. It now reads off the list itself. An Outlook template became a native CRM template. The recipient first name now resolves as a merge field, and the signature images...
by site-publisher | Aug 3, 2026 | Microsoft Dynamics 365 CRM
The website contact form creates a Lead in the CRM, and until now it decided whether a submission was a duplicate by comparing the email address as a plain string. That was wrong in two opposite directions at the same time, and both were live. A returning prospect...
by site-publisher | Jul 9, 2026 | Microsoft Dynamics 365 CRM
The weekly SEO, AEO/GEO, and site-health metrics Authgnosis already tracks now flow automatically into Dynamics 365 as a live, on-brand dashboard – so the full trend of how the site is performing in search and in AI answers is one click away in the CRM, with no...
by site-publisher | Jul 6, 2026 | Microsoft Dynamics 365 CRM
Two improvements to the Authgnosis CRM automation: new contacts now pick up their company’s website automatically, and outreach emails are now timestamped by when they were actually sent. When a new contact is added under a company that already has a website on...
by site-publisher | Jul 5, 2026 | Microsoft Dynamics 365 CRM
Every Account in the Authgnosis CRM now carries a live last-touch indicator: when anyone at that company was last emailed, called, or met, and how – updated automatically the moment it happens. Added two fields to the Account table: Last Contact Engagement (date/time)...
by site-publisher | Jul 5, 2026 | Microsoft Dynamics 365 CRM
Mapped every field from a sales-intelligence platform’s export into the matching CRM account and contact records Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM’s own options Corrected a...
