by Daniel Norris | Dec 21, 2023 | D365 Sales, Dynamics Features, Insights
Dynamics 365 Sales now includes customisable opportunity close forms to capture more details about these outcomes, which increases insights. Enhanced Insights for Sales Managers. By customising the default opportunity close form, sellers can track additional details.... 
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. By implementing roles mapped to teams and their activities, you can can simplify user configurations to avoid the complexity of managing these individually.... 
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 blocking employees from using ChatGPT and other AI tools might seem counter-productive considering that most people would delegate as many tasks to AI as possible if it could reduce their workloads. But if sensitive organisational data is shared... 
by Daniel Norris | Dec 6, 2023 | Advice, CRM, Insights, Licensing, Power Platform, Storage
As data volumes grow exponentially, your business will want to avoid extra costs for Microsoft Dataverse cloud storage. At ServerSys, we help businesses minimise their data consumption. To this, we use Microsoft tools, implement retention policies, and offer expert... 
by Daniel Norris | Dec 6, 2023 | Advice, Dynamics Features, Insights
Using the native integration between Dynamics 365 and Teams, businesses can enhance teamwork, streamline communication, and foster a collaborative work environment. This is especially important in an increasingly remote and hybrid working environment. In this article,...