• Call us: +44(0)203 884 3804
  • Client Portal
ServerSys
  • Solutions
    • Improve Dynamics 365 Performance
    • See a 360° Customer View
    • Transform Customer Experience
    • Increase Efficiency
    • Drive Growth with a Web Portal
  • Expertise
    • Dynamics 365
      • Dynamics 365 CRM
      • Dynamics 365 Sales
      • Dynamics 365 Customer Insights
      • Dynamics 365 Customer Service
    • Consultancy
      • Dynamics 365 Consultancy
      • Implementation
      • Managed Services
      • Web Portals
      • Digital Transformation
      • Project Recovery
      • Training
    • Power Pages
    • Power Platform
    • Copilot Studio
  • Industries
    • Automotive
    • Facilities Management
    • Financial Services
    • Healthcare
    • Membership
    • Wealth Management
  • Case Studies
  • Insights
  • About Us
  • Free Consultation
  • Contact
Select Page
Ultimate Dynamics 365 Terminology Cheat Sheet

Ultimate Dynamics 365 Terminology Cheat Sheet

by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights

 The terminology and jargon surrounding Dynamics 365 can easily confuse and overwhelm. To help you navigate this landscape, we’ve created a cheat sheet of common terms and concepts you’re likely to encounter. This guide aims to demystify the jargon and help you get up...
How Hill Dickinson Advanced Its Digital Transformation with ServerSys

How Hill Dickinson Advanced Its Digital Transformation with ServerSys

by Warren Butler | May 10, 2024 | CRM, Digital Transformation, Insights, Success Stories

We’re delighted to unveil a case study showcasing our partnership with Hill Dickinson, a leading global commercial law firm. Discover how our collaboration has supported Hill Dickinson’s digital transformation ambitions, utilising the strengths of...
Integrating Dynamics 365 with External Web Forms

Integrating Dynamics 365 with External Web Forms

by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights

How do you capture data from your web forms in CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process them automatically. Both methods require time and resources. This process is made easier if you...
Comparing Microsoft Dynamics 365 Sales Licences

Comparing Microsoft Dynamics 365 Sales Licences

by Warren Butler | Apr 29, 2024 | D365 Sales, Insights, Licensing

Dynamics 365 Sales adapts to organisational processes and offers multiple licensing options.  Understanding these differences is crucial for choosing the right license that aligns with your requirements, ensures sufficient functionality, and avoids overpaying for...
Dynamics 365 and Power Platform Solutions for Member Retention

Dynamics 365 and Power Platform Solutions for Member Retention

by Warren Butler | Apr 24, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform

If your membership-based organisation faces declining engagement, digital transformation offers a path to revitalising member loyalty and retention. Yet, many find themselves trapped in legacy technology and outdated modes of operation, preventing them from...
View Complete Marketing Emails in the Dynamics 365 Timeline

View Complete Marketing Emails in the Dynamics 365 Timeline

by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights

Consider situations where account managers or service representatives are unable to view the complete details of marketing emails sent to customers. While copies of these messages are available in each CRM record history, they only display the default template text...
Page 14 of 23« First...10...131415...20...Last »

Recent Posts

  • The Silent Revolution: How Modern Customer Preferences Are Reshaping Service Strategies
  • Maximising Dynamics 365 Activity Management: From Manual Tasks to Intelligent Automation
  • 2025 Release Wave 2 Highlights for Dynamics 365, Power Platform and Copilot
  • Outdated Web Portals: When Revamp Beats Replacement
  • External AI in Your Dynamics: Innovation Opportunity or Security Risk?

Recent Comments

No comments to show.

About ServerSys

We are a leading Microsoft UK partner, helping organisations of all sizes innovate faster using Dynamics 365 and Power Platform solutions.

Linkedin ServerSys Page
YouTube ServerSys Channel
ServerSys - Official Microsoft Partner

Contact us

Sales:

+44 (0) 203 884 3804

Email:

hello@serversys.com

Support:

+44 (0) 0149 187 0119

Address

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

What we do

Web Portals

Managed Services

CRM Support

Dynamics Project Rescue

Dynamics Licensing

More Information

Careers

Partner with Us

Privacy Policy

Corporate Responsibility Statement

Anti-Slavery Policy

Data Processing Agreement

Sitemap

© 2025 ServerSys. All rights reserved. Company Registration Number: 03752655. VAT No: GB 731553645