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A Pre-Send Checklist for Dynamics 365 Customer Insights Journeys

A Pre-Send Checklist for Dynamics 365 Customer Insights Journeys

by Daniel Norris | Jul 1, 2025 | Advice, D365 Marketing, Insights

This checklist covers eight areas to review before activating a Real-time Journey in Dynamics 365 Customer Insights. It spans content, consent, compliance, journey configuration, sender details, rendering, and analytics. Litmus found that 96% of five million tested...
Faster Dynamics 365 Timeline Navigation with Bookmarks

Faster Dynamics 365 Timeline Navigation with Bookmarks

by Warren Butler | Jun 18, 2025 | Dynamics Features, Insights

Microsoft quietly rolled out timeline bookmarks for Dynamics 365 and Power Apps, but many users missed what could be one of the most practical time-saving enhancements to hit the platform in recent years. If you’ve ever found yourself repeatedly applying the...
A Guide to Microsoft Web Portal Capabilities

A Guide to Microsoft Web Portal Capabilities

by Warren Butler | Jun 17, 2025 | Digital Transformation, Insights, Portals

Our guide, The Intelligent Web Portal Advantage, explains how Microsoft web portals built on Dynamics 365, Power Pages, and Azure go beyond basic information access. It covers integration with CRM and external systems, workflow automation, AI-powered self-service,...
How to Use Journey Triggers in Dynamics 365 Customer Insights to Go Beyond Bulk Email

How to Use Journey Triggers in Dynamics 365 Customer Insights to Go Beyond Bulk Email

by Warren Butler | Jun 9, 2025 | D365 Marketing, Digital Transformation, Dynamics Features, Insights

Triggers in Dynamics 365 Customer Insights let you send automated, real-time messages based on specific customer actions. This moves your marketing beyond scheduled bulk emails and towards timely, relevant communication that reflects individual behaviour. While...
AI in Action: Insights from Microsoft’s Work Trends Index 2025

AI in Action: Insights from Microsoft’s Work Trends Index 2025

by Warren Butler | May 21, 2025 | AI, Copilot, Digital Transformation, Insights

Microsoft’s 2025 Work Trend Index report reveals how AI is transforming workplaces, highlighting crucial implications for organisations today. Unsurprisingly, this latest research reveals an emerging gap between the performance of businesses that successfully...
How AI Agents Benefit Membership Organisations

How AI Agents Benefit Membership Organisations

by Warren Butler | May 15, 2025 | AI, Digital Transformation, Insights

Working in a membership organisation often means managing rising expectations with shrinking resources. Achieving more with less has become the norm – stretching teams and systems to their limits. Non-profits report average expense increases of 14-18% for...
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How can we help?

Get personalised, hands-on support from a trusted Microsoft UK partner with decades of experience helping organisations innovate faster.

Contact us today to discover how we can help your business grow.

Offices

Berkshire Office

Merlin House, Brunel Road, Theale, Berkshire RG7 4AB

London Office

Kemp House, 152 City Rd, London EC1V 2NX

Contact us

Sales:

+44 (0)20 3884 3804

Email:

hello@serversys.com

Support:

+44 (0)1491 870119

Let's Connect


Linkedin ServerSys Page
YouTube ServerSys Channel

We specialise in

Dynamics 365 Consultancy

Web Portals

System Modernisation

Power Platform Services

Dynamics 365 Implementation

Dynamics 365 Adoption

Dynamics 365 Licensing

Digital Transformation

Tools

Dynamics 365 Value Assessment

Dataverse Storage Calculator

Document Processing Calculator

More Information

Privacy Policy

Corporate Responsibility

Anti-Slavery Statement

Data Processing Agreement

ServerSys - Official Microsoft AI Cloud PartnerServerSys - Cyber Essentials Certified

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