by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Whether you are migrating to a new system, you’ve attended an event or purchased data, at some point you’ll want to import data into Microsoft Dataverse and Dynamics 365. Our guide covers the process, important considerations and best practices. Scroll to... 
by Warren Butler | Mar 19, 2024 | Advice, Digital Transformation, Insights, Power Platform
Imagine your business operations running smoother than ever, with empowered team members and efficient management of repeatable tasks. To achieve this new reality, rethink the relationship between your technology, people, and processes. At the heart of this... 
by Warren Butler | Mar 13, 2024 | AI, CRM, D365 Customer Service, Digital Transformation, Dynamics Features, Insights
To save time and improve experiences, Dynamics 365 Customer Service included AI features that draw on your data and trusted resources. Boosting Productivity with Copilot for Service Nucleus Research predicts that service teams will benefit most from AI, as... 
by Daniel Norris | Mar 6, 2024 | D365 Sales, Dynamics Features, Insights
Previously, using Dynamics 365, you had to access each lead or opportunity individually. Viewing or editing these records meant back and forth between these and the main list view, or opening multiple tabs. To simplify this navigation and enable users to quickly... 
by Warren Butler | Mar 5, 2024 | D365 Customer Service, Insights, Licensing
Are you overpaying for your Dynamics 365 Customer Service licenses? Dynamics 365 Customer Service offers Enterprise and Professional licensing options. Whether you are considering a new implementation or reviewing licenses, understanding your options is essential to... 
by Warren Butler | Feb 29, 2024 | Advice, Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Digital Transformation, Dynamics Features, Insights, Licensing, Power Platform, Security, Storage
Whether you have recently implemented Microsoft Dynamics 365 or have used the system for several years, this post shares 15 ideas to improve performance. As a Microsoft UK partner, ServerSys is here to help you maximise your technology. Organisations often contact us...