by Warren Butler | Nov 7, 2024 | Advice, Insights, Security
When a client secret expires in Azure, every Dynamics 365 integration that depends on it stops working. Data flows between your CRM and ERP systems or third-party services will halt without warning until the secret is renewed. These credentials function as application... 
by Daniel Norris | Oct 23, 2024 | Advice, CRM, Insights, Security, Storage
A default Dynamics 365 audit policy can create a false sense of security if it misses the critical events that expose your business to risk. Defining what to audit, for how long, and across which environments requires deliberate decisions. The cost and performance... 
by Warren Butler | Oct 17, 2024 | Dynamics Features, Insights, Power Platform, What's new?
Dynamics 365 and Power Apps grid views now include additional colours with columns highlighting option set values. For example, the Status and Status Reason columns in the cases grid below are formatted with colours for each option value. Several clients have asked us... 
by Warren Butler | Oct 11, 2024 | Advice, CRM, Insights
An MVP (Minimum Viable Product) approach to Dynamics 365 CRM starts with a focused set of features that address your most pressing operational problems, then expands based on how people actually use the system. This reduces the adoption risk that causes an estimated 1... 
by Warren Butler | Oct 10, 2024 | Dynamics Features, Insights, What's new?
Microsoft has made an important change to the feature release frequency for model-driven apps, including Dynamics 365. Previously, many new and updated features were released in twice-yearly (semi-annual) update waves. A new monthly channel now delivers generally... 
by Daniel Norris | Oct 7, 2024 | CRM, D365 Marketing, Insights, What's new?
Marketers face an ongoing challenge to distinguish genuine email clicks from bot activity. With inflated metrics caused by security bots, campaign decisions can become skewed. In this post, we explore how click bot protection works in Dynamics 365 Customer Insights...