by Warren Butler | Jan 3, 2024 | Advice, CRM, Insights
Implementing a CRM system is a significant step forward for any organisation. However, the real success lies in ensuring that your team effectively adopts this technology. The impact and value of any technology is only truly realised when it is embraced and used... 
by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Why do some sales teams consistently hit their numbers while others always seem to come up short? Often, it boils down to insights. This is where customisable opportunity close forms can help you. The best performers relentlessly analyse every win and loss to... 
by Warren Butler | Dec 20, 2023 | Advice, Dynamics Features, Insights, Security
Role-based security simplifies the balancing act between user access and protecting your data in Dynamics 365 and Power Apps. By implementing roles mapped to teams and duties, you can can simplify user configurations to avoid the complexity of managing these... 
by Warren Butler | Dec 15, 2023 | AI, Copilot, Insights, What's new?
Microsoft recently released findings highlighting the early productivity potential of Copilot – its AI assistant technology is now integrated across popular apps, including Outlook and Dynamics 365. Based on surveys of hundreds of global users, results show Copilot... 
by Warren Butler | Dec 12, 2023 | AI, Copilot, D365 Sales, Dynamics Features, Insights, Security
Reports of businesses preventing employees from using ChatGPT and other generative AI tools might seem like an anti-innovation stance. Especially as Microsoft’s Work Trend Index Annual Report found that 70% of people would delegate as many tasks as possible to AI if... 
by Daniel Norris | Dec 6, 2023 | Advice, CRM, Insights, Licensing, Power Platform, Storage
As data volumes grow exponentially, organizations must carefully manage their Microsoft Dataverse cloud storage to minimise rising costs. At ServerSys, we help businesses optimise their data consumption. We use Microsoft tools, implement effective retention policies,...