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New Form Audience Management Options in D365 Customer Insights

New Form Audience Management Options in D365 Customer Insights

by Daniel Norris | Mar 31, 2025 | CRM, D365 Marketing, Insights, What's new?

Let’s be honest—managing customer data isn’t always smooth sailing. The lead and sales process is complex and varies greatly from business to business, with different touchpoints, decision-making timelines, and customer journeys. Every organisation has its own way of...
A Quick Guide to Licensing Dynamics 365 Customer Insights

A Quick Guide to Licensing Dynamics 365 Customer Insights

by Warren Butler | Mar 20, 2025 | D365 Marketing, Insights, Licensing

Unlike most Microsoft business applications, Dynamics 365 Customer Insights is not licensed per-user. A single per-tenant licence provides access to both the data and journey applications for your organisation. This capacity-based model means your costs are determined...
5 Ways to Improve Marketing Campaigns with Customer Insights – Data

5 Ways to Improve Marketing Campaigns with Customer Insights – Data

by Daniel Norris | Mar 14, 2025 | CRM, D365 Marketing, Insights

Dynamics 365 Customer Insights – Data unifies behavioural, transactional, and demographic information from across your systems into a single customer profile. Once unified, you can segment audiences, enrich profiles with external sources, and export data to...
Drive Growth with Agentic AI: Key Insights from Microsoft’s Agents of Change Report 2025

Drive Growth with Agentic AI: Key Insights from Microsoft’s Agents of Change Report 2025

by Warren Butler | Mar 11, 2025 | Advice, AI, Digital Transformation, Insights

Microsoft’s Agents of Change report explores AI opportunities for UK businesses and how agentic AI transforms performance. Findings show that organisations with clear AI strategies gain in productivity and profitability. This divide emphasises the need for a...
Copilot Chart Visuals for Dynamics 365 Views

Copilot Chart Visuals for Dynamics 365 Views

by Warren Butler | Mar 5, 2025 | Copilot, Dynamics Features, Insights, What's new?

Charts in Dynamics 365 have remained relatively unchanged for many years, but a Copilot feature now automatically generates fresh visuals for views. In this article, you’ll find an overview of Copilot visuals, current limitations and what to do if you want to...
Accelerate Dynamics 365 Record Creation with Smart Paste Form Fill

Accelerate Dynamics 365 Record Creation with Smart Paste Form Fill

by Warren Butler | Feb 21, 2025 | AI, Copilot, D365 Customer Service, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?

Looking for a quick way to complete Dynamics 365 records? Copilot Smart Paste provides form fill assistance that simplifies data entry by mapping information from your clipboard to the appropriate fields, saving time and improving data accuracy. How Dynamics 365 Smart...
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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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