by Warren Butler | Nov 27, 2024 | AI, Copilot, Digital Transformation, Insights, Power Platform, What's new?
If you are familiar with Microsoft Copilot, you’ll know its ability to draft emails and search for information. Copilot agents offer extra automation to complete tasks and connect your data. This article looks at how Copilot agents modernise processes to scale AI... 
by Warren Butler | Nov 21, 2024 | Dynamics Features, Insights, What's new?
Explore how you can save time navigating and customising grid views in Dynamics 365 and other model-driven apps. In this article, we summarise what’s new and provide a demonstration video. Column Customisation Reordering Columns Drag-and-drop controls enable... 
by Warren Butler | Nov 14, 2024 | Dynamics Features, Insights, Power Platform
Microsoft periodically updates the list of features and capabilities it intends to remove from Dynamics 365 apps and the Power Platform. These deprecations mean that Microsoft will remove the functionality from a future release. During the deprecated period, the... 
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...