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Using Segments in Dynamics 365 Customer Insights

Using Segments in Dynamics 365 Customer Insights

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...
What You Need to Know About Power Pages Security

What You Need to Know About Power Pages Security

by Warren Butler | Mar 18, 2026 | Insights, Portals, Power Platform, Security

Power Pages deploys websites connected to Dynamics 365 and Power Apps, giving customers, members and other stakeholders self-service access to business data and processes. When you provide that access, the security of what sits behind your website depends on how the...
Power Apps vs Power Pages: Which Do You Need With Dynamics 365?

Power Apps vs Power Pages: Which Do You Need With Dynamics 365?

by Warren Butler | Mar 13, 2026 | Advice, Insights, Licensing, Portals, Power Platform

Power Apps and Power Pages serve different audiences. The first provides focused workspaces for internal teams, while the second gives external customers and stakeholders secure access to your data through websites that handle processes, self-service, and...
From Document to Dynamics 365 Without Manual Data Entry

From Document to Dynamics 365 Without Manual Data Entry

by Warren Butler | Mar 9, 2026 | Advice, AI, CRM, Insights, Power Platform

If someone in your organisation opens PDFs, reads their contents, and enters the details into Dynamics 365, there’s a good chance they don’t need to. AI agents can now do the reading, the data entry, and (where your rules allow) the routine decisions that...
Setup Modern reCAPTCHA in Dynamics 365 Customer Insights Forms

Setup Modern reCAPTCHA in Dynamics 365 Customer Insights Forms

by Daniel Norris | Mar 5, 2026 | D365 Marketing, Dynamics Features, Insights, Security

Dynamics 365 Customer Insights finally gets modern reCAPTCHA support, replacing an outdated system that frustrated users and let spam through for years. Microsoft released the update in February 2026, with the old system being retired by June 2026. Visitors now tick...
A Sales Leader’s Guide to Dynamics 365 Sales Agents

A Sales Leader’s Guide to Dynamics 365 Sales Agents

by serversys | Mar 2, 2026 | AI, D365 Sales, Insights

Microsoft is releasing a series of AI agents for Dynamics 365 Sales. Each is designed to automate a specific part of the sales process, handling repetitive tasks so your team has more time and better context to close deals. One agent is generally available now. Three...
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How can we help?

Get personalised, hands-on support from a trusted Microsoft UK partner with decades of experience helping organisations innovate faster.

Contact us today to discover how we can help your business grow.

Offices

Berkshire Office

Merlin House, Brunel Road, Theale, Berkshire RG7 4AB

London Office

Kemp House, 152 City Rd, London EC1V 2NX

Contact us

Sales:

+44 (0)20 3884 3804

Email:

hello@serversys.com

Support:

+44 (0)1491 870119

Let's Connect


Linkedin ServerSys Page
YouTube ServerSys Channel

We specialise in

Dynamics 365 Consultancy

Web Portals

System Modernisation

Power Platform Services

Dynamics 365 Implementation

Dynamics 365 Adoption

Dynamics 365 Licensing

Digital Transformation

Tools

Dynamics 365 Value Assessment

Dataverse Storage Calculator

Document Processing Calculator

More Information

Privacy Policy

Corporate Responsibility

Anti-Slavery Statement

Data Processing Agreement

ServerSys - Official Microsoft AI Cloud PartnerServerSys - Cyber Essentials Certified

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