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Three CRM automations passed their tests without running the code that had just changed

by site-publisher | Aug 24, 2026 | Microsoft Dynamics 365 CRM

Four sales process automations in Dynamics 365 were repaired in one day. What made the day worth writing up is not the repairs, it is that three of them reported success while the branch they added had never executed once. Each fault was found by asking which test...

Campaign responses now create leads behind a confirmation step

by site-publisher | Aug 22, 2026 | Microsoft Dynamics 365 CRM

The CRM assigns a response code the moment a campaign reply arrives, and the routing automation only fired when that code was later changed by hand. A reply the platform coded correctly on arrival therefore never triggered anything and no lead was created. Nothing...

Marketing list members now show engagement and account fit

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...

Contact form duplicate detection now reads the request, not just the address

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...

Your SEO health now lives as a dashboard inside the CRM

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...

Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time

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...
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