by Daniel Norris | Aug 11, 2026 | Copilot, D365 Customer Service, Dynamics Features, Insights
How do you know whether your service team is consistently delivering good customer service? Most organisations rely on a combination of customer feedback, KPIs and manual case reviews to measure performance. Response and resolution times can tell you a lot, but manual... 
by Warren Butler | Jul 31, 2026 | Insights, Portals
In short: A portal reduces service requests when customers can finish what they logged in to do. That means 4 things. Answering questions, showing progress, accessing the records they want to check, and letting users make changes or requests. The case for a customer... 
by serversys | Jul 29, 2026 | Insights, Portals
In short: A portal prototype built before scoping lets you see your screens and journeys within days of an initial conversation. You can check we understood your requirements and reorder priorities against something visible, before committing budget. Choosing a portal... 
by serversys | Jul 22, 2026 | Insights, Portals
Your events programme does its job. People come together, positions take shape over coffee that never would over email, and members go away feeling part of something. But until your next meeting, these relationships might run on newsletters. The work carries on... 
by Warren Butler | Jul 10, 2026 | Insights, Portals
In short: A supplier portal lets suppliers complete their annual compliance declarations online and upload renewed certificates as they expire, with each confirmation tracked in Dynamics 365. Automated reminders replace the email chase, and documents can be checked... 
by Warren Butler | Jul 3, 2026 | D365 Sales, Insights, Portals
In short: Channel conflict usually starts because partners cannot see which accounts are already claimed elsewhere in your channel. A deal registration portal lets them check a prospect against your Dynamics 365 data before they continue, then time-stamps and protects...