by serversys | Apr 28, 2026 | Insights, Portals
Customer self-service support is the most familiar use case for a Dynamics 365 portal, but it’s not the only type. Community, supplier, accreditation, and research portals are other examples, each addressing specific processes for distinct outcomes. Each stands... 
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
In short: Good scoping means challenging assumptions, not just capturing requirements — by asking why a process exists before building it in. ServerSys favours phased delivery over big-bang projects: a well-scoped first phase, live within weeks rather than months,... 
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...