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A Clear Guide to Security Roles in Dynamics 365

A Clear Guide to Security Roles in Dynamics 365

by Warren Butler | Feb 27, 2026 | D365 Customer Service, D365 Marketing, D365 Sales, Insights, Security

Security roles are the foundation of a Dynamics 365 system, ensuring that people see only the data they need to do their jobs and keeping sensitive information safe. Yet for many Dynamics 365 administrators, the security model is something inherited rather than...
Dynamics 365 – 2026 Release Wave 1 in Summary

Dynamics 365 – 2026 Release Wave 1 in Summary

by Warren Butler | Feb 25, 2026 | D365 Customer Service, D365 Marketing, D365 Sales, Insights, Power Platform, What's new?

Microsoft published the 2026 Release Wave 1 plans for Dynamics 365 and the Power Platform on 18th March, covering updates rolling out between April and September. This wave brings improvements across Sales, Customer Service, Customer Insights, and the Power Platform,...
Derisking Your Digital Transformation Project

Derisking Your Digital Transformation Project

by Warren Butler | Feb 24, 2026 | Advice, CRM, Digital Transformation, Insights

The digital transformation projects that deliver on their business case share a consistent set of characteristics. With your project approved and the technology chosen, the pressure is on to ensure yours is one of them. This article draws on our experience guiding UK...
Lead Scoring in D365 Customer Insights: From Marketing Signal to Sales Action

Lead Scoring in D365 Customer Insights: From Marketing Signal to Sales Action

by Warren Butler | Feb 19, 2026 | D365 Marketing, Insights

A campaign generates 300 leads. Marketing calls it a success. Sales opens the list, sees a mix of registrations, content downloads, and a few people who might have budget and intent – but no easy way to tell them apart. The leads sit, the follow-up is slow, and...
New Custom Alerts in the Power Platform Admin Centre

New Custom Alerts in the Power Platform Admin Centre

by Warren Butler | Feb 13, 2026 | Insights, Power Platform, What's new?

The daily dashboard check is a familiar ritual for many Power Platform and Dynamics 365 administrators. You scan the metrics, check for failures, and hunt for performance issues, looking to spot a potential problem before the support tickets start rolling in. But what...
Is Your AI Pilot at Risk of Failing? Here’s What Delivers Success

Is Your AI Pilot at Risk of Failing? Here’s What Delivers Success

by Warren Butler | Jan 29, 2026 | Advice, AI, Copilot, Insights

It’s not the model, the budget or even the technology. When AI pilots fail to reach production, the cause might not be what you expect. MIT’s State of AI in Business report found that 95% of AI pilots deliver no measurable return. Gartner predicts that...
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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) 203 884 3804

Email:

hello@serversys.com

Support:

+44 (0) 0149 187 0119

Let’s Connect


Linkedin ServerSys Page
YouTube ServerSys Channel

What we do

Dynamics 365 Consultancy

Managed Services and SupportWeb Portals

Dynamics 365 Sales

Dynamics 365 Customer Insights

Dynamics 365 Customer Service

Digital Transformation Consultancy

Dynamics 365 Licensing

More Information

Careers

Partner with Us

Privacy Policy

Corporate Responsibility Statement

Anti-Slavery Policy

Data Processing Agreement

Sitemap

ServerSys - Official Microsoft PartnerServerSys - Cyber Essentials Certified

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