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... 
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... 
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,... 
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... 
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... 
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...