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Turning a sales-intelligence export into a clean CRM data model

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...

Dynamics 365 CRM: Last Contact Engagement tracking on Accounts

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)...

Making it real: Documentor now renames files to match their version

by site-publisher | Jul 3, 2026 | Documentor

Documentor has been able to work out a family of documents’ order and propose a clean version number for a while now, but only within its own records – nothing on the actual file changed. That gap closes today: Documentor can now rename real files to match their...

Made the hero sections and client-logo band consistent across every page

by site-publisher | Jul 3, 2026 | Authgnosis Website

A pass across the Authgnosis site’s top-level pages to fix two related issues – hero text overflowing onto the client-logo band on the AI Projects page, and client logos rendering at very uneven sizes – and to make the hero and logo band structurally consistent...

PDFs join the order: reading a file’s own embedded history, not just Word’s

by site-publisher | Jul 2, 2026 | Documentor

Word documents have long carried a revision history Documentor can read to work out their order. PDFs carry a different kind of history, embedded in the file itself, and Documentor now reads that too – so PDFs take their place in a version family’s sequence...

Dynamics 365 CRM: API integration + change-control repo

by site-publisher | Jul 2, 2026 | Microsoft Dynamics 365 CRM

Claude can now manage the Authgnosis CRM directly through the Dataverse API, with every future change tracked, auditable, and reversible through a new change-control repo wired into the daily close-out workflow. Stood up programmatic access to the Authgnosis CRM...
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