by Warren Butler | Apr 22, 2026 | CRM, Insights
Modern CRM runs work on your behalf, meets people inside the tools they already use, and supports processes beyond sales and service. But the image many still carry is a contacts database that someone updates after the fact. That gap between perception and reality... 
by Rodney Green | Apr 16, 2026 | Advice, CRM, Insights
There are often tricky moments in a project scoping conversation where someone puts us on the spot and wants us to say, “Yes, we can do that.” And we usually can – that’s not the issue. The question is whether it’s in the client’s best... 
by serversys | Apr 16, 2026 | Advice, AI, CRM, Insights
Every PDF your team types into Dynamics 365 has a price tag attached, and when you add up the volumes, the figure is often higher than many expect. You know the cost of your CRM licences down to the pound, but the cost of getting data into it is rarely measured with... 
by Rodney Green | Apr 15, 2026 | Advice, CRM, Insights
Your Dynamics 365 system has the scale and capabilities to support where your business is heading, but that’s of no comfort if you’re not seeing its value. We regularly speak to organisations where the gap between what Dynamics 365 could do and what... 
by Warren Butler | Apr 1, 2026 | AI, Insights, Portals, Power Platform
New AI-powered capabilities are coming to Power Pages. These include the ability to embed agents directly into websites, marking a shift in what online self-service can look like for people outside your organisation. Most conversations about AI agents focus on... 
by Daniel Norris | Mar 20, 2026 | D365 Marketing, Insights
Segments in Dynamics 365 Customer Insights determine who receives your marketing messages. The segment builder connects Dataverse data, behavioural signals, and unified customer profiles, giving marketing teams direct control over audience targeting without needing...