Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
2025 Release Wave 2 Highlights for Dynamics 365, Power Platform and Copilot
Discover key Dynamics 365 CRM and Power Platform features in the 2025 Release Wave 2.
Outdated Web Portals: When Revamp Beats Replacement
Failing web portal? Don’t rebuild yet. Learn which layer needs fixing to transform user experience and preserve investments
External AI in Your Dynamics: Innovation Opportunity or Security Risk?
Discover the benefits and risks of using external AI tools with Dynamics 365 and key policies for secure CRM AI integration
Don’t Hit Send Until Using This Dynamics 365 Customer Insights Checklist
Avoid costly email mistakes with this essential pre-send campaign checklist for Dynamics 365 Customer Insights – Journeys.
Faster Dynamics 365 Timeline Navigation with Bookmarks
Discover how Dynamics 365 timeline bookmarks can save your team hours daily. Transform repetitive filtering into single-click efficiency.
Web Portal Guide: How Intelligent Portals Redefine Business Success
Announcing our latest guide exploring how intelligent web portals enhance agility and meet customer needs by reimagining digital interactions
Beyond Bulk Emails: How Dynamics 365 Customer Insights Triggers Real-Time Communications
Move beyond bulk emails. Discover trigger-based marketing with Dynamics 365 for relevant, timely communications that drive results.
AI in Action: Insights from Microsoft’s Work Trends Index 2025
Discover highlights from Microsoft’s 2025 Work Trend Index, including how AI and agents increase scale and boost meaningful work outcomes.
How AI Agents Benefit Membership Organisations
Discover how AI agents empower membership organisations to enhance operational agility, deliver smarter processes, and support member growth.
How Agile Dynamics 365 Projects Accelerate ROI
Accelerate your Dynamics 365 ROI with Agile project management. Explore ServerSys approach to flexible, efficient CRM implementation.
15 Ideas to Improve Your Dynamics 365 in 2025
Discover 25 practical ideas to improve your Dynamics 365 in 2025. Boost efficiency, enhance data quality, and use AI for business growth
5 Events You Can Manage In Dynamics 365 Customer Insights
Learn how Dynamics 365 Customer Insights Events planner can streamline event management for Trade Shows, Webinars, Conferences and Workshops.
Best Practices for Managing Client Secrets in Dynamics 365
Secure your Dynamics 365 integrations with practical client secret management. Explore 5 strategies to enhance security and continuity.
Is Your Dynamics 365 Audit Policy Aligned with Your Business Needs?
Are your Dynamics 365 audit settings up to date? Avoid compliance gaps and security risks.
How to Simplify Dynamics 365 CRM Adoption with an MVP Approach
Simplify your CRM adoption with an MVP approach. Learn how to implement efficiently, reduce resistance, and drive business success.
Behind the Scenes: How our Support Team Powers Customer Success with Dynamics 365
Discover how our dedicated support ensures smooth operations in Dynamics 365.
Innovate Faster with Microsoft AI and Power Platform
Accelerate innovation with the Microsoft Power Platform. Learn how AI and low-code tools transform business operations and boost efficiency.
How to Overcome These 6 Sales Challenges with Dynamics 365
Find out how Dynamics 365 Sales tackles 6 common challenges head-on, such as boosting forecasting, shortening cycles and improving conversions.
Copilot Chart Visuals for Dynamics 365 Views
Discover automated chart visuals for Dynamics 365 views, enabling efficient data interpretation with AI-powered Copilot insights.
Accelerate Dynamics 365 Record Creation with Smart Paste Form Fill
Boost productivity in Dynamics 365 with Copilot’s Smart Paste. Simplify data entry, save time, and enhance accuracy. See how it works.
Align Sales and Marketing with Dynamics 365 Journey Connectors
Align sales and marketing with Dynamics 365 Handover Automation for seamless lead transitions and improved conversions.
What’s New and Next for Dynamics 365 Real-Time Journeys in 2025
Numerous updates enhanced the capabilities of the real-time journeys module in D365 Customer Insights in the latter half of 2024. Below, we’ve...
Grid Enhancements for Dynamics 365 and Model-Driven Apps
Explore how you can save time navigating and customising grid views in Dynamics 365 and other model-driven apps. In this article, we summarise...
Hierarchy Controls Deprecated in Dynamics 365 and Power Platform
Hierarchy controls in Dynamics 365 and Power Platform are deprecated. Learn about timelines, temporary fixes, and modern alternatives.
Customising Option Set Colours in Grid Controls
How to add or remove colours from grid columns in Dynamics 365 and model-driven apps representing option set values.
Managing Release Channels for Dynamics 365 Apps
Discover how to manage new release channels for Dynamics 365. Control feature rollouts to ensure smooth updates for your organisation and users.
Integrating Companies House SIC Code Data with Dynamics 365
Simplify SIC code management in Dynamics 365. Our integration improves data accuracy, saves time, and enhances business insights.
Align Sales and Marketing with Dynamics 365 Journey Connectors
Align sales and marketing with Dynamics 365 Handover Automation for seamless lead transitions and improved conversions.
Previewing 2025 Release Wave 1 for Dynamics 365 and Power Platform
Highlights of the 2025 Release Wave 1 for Power Platform, Dynamics 365 Sales, D365 Customer Service and Customer Insights – Journeys
Automatically create Knowledge Articles with the Copilot Knowledge Management Agent
Discover how to efficiently update your knowledge base using Dynamics 365’s Customer Knowledge Management Agent.
New Dataverse Recycle Bin to Restore Deleted Records
Accidentally deleting one or more Dynamics 365 records is a dreaded experience. Deleting an account is particularly harmful because cascading...
What’s New for Power Pages in 2025
Explore innovative AI features for Power Pages websites in 2025. See how smart summaries and agents will improve portals.
What’s New and Next for Dynamics 365 Real-Time Journeys in 2025
Numerous updates enhanced the capabilities of the real-time journeys module in D365 Customer Insights in the latter half of 2024. Below, we’ve...
How AI Agents and Copilot Studio Redefine Automation
If you are familiar with Microsoft Copilot, you’ll know its ability to draft emails and search for information. Copilot agents offer extra...
Grid Enhancements for Dynamics 365 and Model-Driven Apps
Explore how you can save time navigating and customising grid views in Dynamics 365 and other model-driven apps. In this article, we summarise...
Customising Option Set Colours in Grid Controls
How to add or remove colours from grid columns in Dynamics 365 and model-driven apps representing option set values.
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Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
Forrester Study Finds Power Apps Delivers 206% ROI
Forrester’s study reveals compelling findings about Power Apps. Read the highlights on efficiency, cost savings, and business impact.
Innovate Faster with Microsoft AI and Power Platform
Accelerate innovation with the Microsoft Power Platform. Learn how AI and low-code tools transform business operations and boost efficiency.
How to Add Document Metadata to Attached Files in Dynamics 365
Improve Dynamics 365 file management with a solution that adds metadata, enhances document organisation and saves time.
Introducing the Automation Center for Power Automate
Discover the new Automation Center in Power Automate to monitor and manage your automation activity in one place.
From Ideas to Solutions: How Power Apps Accelerates and Simplifies Development
Discover how Power Apps can streamline app development and enhance business operations.
2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements
Summarising the top announcements from the 2024 Release Wave 2 Plans.
Ask the Consultant – Insights for Building Dynamics 365 Solutions
Insights on best practices, customisation, and deployment of Microsoft Dynamics 365 and Power Platform from our experienced consultants.
Reduce Dataverse Storage Consumption by Reviewing Copilot Transcript Retention
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
Microsoft Power Pages Licensing Essentials
Explore the key licensing information for Microsoft Power Pages, including use rights, capacity meters and pricing.
15 Ideas to Improve Your Dynamics 365 in 2025
Discover 25 practical ideas to improve your Dynamics 365 in 2025. Boost efficiency, enhance data quality, and use AI for business growth
Generate Your Dataverse Tables Faster With Copilot
Effortlessly create tables in Dataverse with Copilot. Save time, automate relationships, and streamline data management for your applications
What’s New for Power Pages in 2025
Explore innovative AI features for Power Pages websites in 2025. See how smart summaries and agents will improve portals.
How AI Agents and Copilot Studio Redefine Automation
If you are familiar with Microsoft Copilot, you’ll know its ability to draft emails and search for information. Copilot agents offer extra...
Innovate Faster with Microsoft AI and Power Platform
Accelerate innovation with the Microsoft Power Platform. Learn how AI and low-code tools transform business operations and boost efficiency.
Top Copilot Prompts For Dynamics 365 Sales
Examples of Copilot chat prompts in Dynamics 365 helping sellers gain actionable data insights and increase efficiency.
Using AI in the Workplace: Insights from the 2024 Work Trend Index Report
Discover the future of AI in the workplace with a summary of insights from the Microsoft and LinkedIn 2024 Work Trend Report.
How Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
A Quick Guide to Licensing Microsoft Copilot for Sales
Dive into the licensing details of Copilot for Sales. Optimise seller productivity, integrating Microsoft 365 with CRM and seller workflows.
12 Ways Dynamics 365 Can Boost Sales Performance
Discover 12 powerful D365 Sales features to modernise your sales process, boost productivity, and drive sustainable growth.
Automatically create Knowledge Articles with the Copilot Knowledge Management Agent
Discover how to efficiently update your knowledge base using Dynamics 365’s Customer Knowledge Management Agent.
15 Ideas to Improve Your Dynamics 365 in 2025
Discover 25 practical ideas to improve your Dynamics 365 in 2025. Boost efficiency, enhance data quality, and use AI for business growth
5 Events You Can Manage In Dynamics 365 Customer Insights
Learn how Dynamics 365 Customer Insights Events planner can streamline event management for Trade Shows, Webinars, Conferences and Workshops.
Is Your Dynamics 365 Audit Policy Aligned with Your Business Needs?
Are your Dynamics 365 audit settings up to date? Avoid compliance gaps and security risks.
How to Simplify Dynamics 365 CRM Adoption with an MVP Approach
Simplify your CRM adoption with an MVP approach. Learn how to implement efficiently, reduce resistance, and drive business success.
Improve Campaign Reporting with Click Bot Protection for D365 Customer Insights – Journeys
Learn how Dynamics 365 Customer Insights Click Bot Protection enhances Email Marketing data accuracy and boosts campaign performance.
Behind the Scenes: How our Support Team Powers Customer Success with Dynamics 365
Discover how our dedicated support ensures smooth operations in Dynamics 365.
How to Overcome These 6 Sales Challenges with Dynamics 365
Find out how Dynamics 365 Sales tackles 6 common challenges head-on, such as boosting forecasting, shortening cycles and improving conversions.
From Ideas to Solutions: How Power Apps Accelerates and Simplifies Development
Discover how Power Apps can streamline app development and enhance business operations.
Ask the Consultant – Insights for Building Dynamics 365 Solutions
Insights on best practices, customisation, and deployment of Microsoft Dynamics 365 and Power Platform from our experienced consultants.
How Dynamics 365 Benefits Trade Associations
Discover how Dynamics 365 enhances efficiency for trade associations, simplifying member management and boosting engagement.
Using AI in the Workplace: Insights from the 2024 Work Trend Index Report
Discover the future of AI in the workplace with a summary of insights from the Microsoft and LinkedIn 2024 Work Trend Report.
How Hill Dickinson Advanced Its Digital Transformation with ServerSys
Explore Hill Dickinson’s digital leap forward with ServerSys,harnessing Dynamics 365 for seamless client engagement and innovation.
How to Strengthen Member Retention using Dynamics 365
Find out how the Microsoft Power Platform can help improve member retention through personalised experiences and efficient data management.
A Quick Guide to Power Pages Website Templates
Discover examples of Power Pages templates to simplify site development and enhance efficiency with integrated, data-powered websites.
17 Power Automate Solutions to Simplify Your Business Processes
Elevate business efficiency and support your growth with Power Automate -where innovation meets practicality.
How Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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Ensuring Security and Compliance with Microsoft Copilot for Sales
Reports of businesses blocking employees from using ChatGPT and other AI tools might seem counter-productive considering that most people would...
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What’s New for Power Pages in 2025
Explore innovative AI features for Power Pages websites in 2025. See how smart summaries and agents will improve portals.
How AI Agents and Copilot Studio Redefine Automation
If you are familiar with Microsoft Copilot, you’ll know its ability to draft emails and search for information. Copilot agents offer extra...
Innovate Faster with Microsoft AI and Power Platform
Accelerate innovation with the Microsoft Power Platform. Learn how AI and low-code tools transform business operations and boost efficiency.
Top Copilot Prompts For Dynamics 365 Sales
Examples of Copilot chat prompts in Dynamics 365 helping sellers gain actionable data insights and increase efficiency.
2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements
Summarising the top announcements from the 2024 Release Wave 2 Plans.
Reduce Dataverse Storage Consumption by Reviewing Copilot Transcript Retention
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
15 Ideas to Level Up Your Dynamics 365 CRM System
Elevate your Dynamics 365 CRM system with these user-focused enhancements, data management best practices and features.
A Quick Guide to Licensing Microsoft Copilot for Sales
Dive into the licensing details of Copilot for Sales. Optimise seller productivity, integrating Microsoft 365 with CRM and seller workflows.
How Copilot Agent Bots Improve Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
How to Overcome These 6 Sales Challenges with Dynamics 365
Find out how Dynamics 365 Sales tackles 6 common challenges head-on, such as boosting forecasting, shortening cycles and improving conversions.
Using Dynamics 365 Sales to Track Your Competitors
Explore how to improve sales performance using Dynamics 365 competitor tracking to track deals and improve win rates with data-driven decisions.
Top Copilot Prompts For Dynamics 365 Sales
Examples of Copilot chat prompts in Dynamics 365 helping sellers gain actionable data insights and increase efficiency.
2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements
Summarising the top announcements from the 2024 Release Wave 2 Plans.
How Can You Use Dynamics 365 on Mobile Phones?
Discover the best ways to use Dynamics 365 on mobile devices. Explore Power Apps, Sales app, and browser options for optimal functionality.
CRM Comparison: Business Central and Dynamics 365 Sales
Explore the key differences between Business Central CRM capabilities and Dynamics 365 Sales functionality to assess the best fit for your business.
Discover Actionable Insights with Conversation Intelligence in Dynamics 365 Sales
Unlock increased sales success with Conversation Intelligence for Dynamics 365 Sales. Transform calls into wins!
How Microsoft Dynamics 365 Integrates with Outlook
Explore how Dynamics 365 integrates with Outlook to save time by using a dedicated app to sync emails and access CRM data within Outlook.
Ultimate Dynamics 365 Terminology Cheat Sheet
Learn essential Dynamics 365 terminology like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate the platform.
Ultimate Dynamics 365 Terminology Cheat Sheet
Learn essential Dynamics 365 terminology like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate the platform.
How Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
How to Licence Microsoft Dynamics 365 Customer Service
Are you overpaying for Dynamics 365 Customer Service licenses? Learn more about the options here.
15 Ideas to Level Up Your Dynamics 365 CRM System
Elevate your Dynamics 365 CRM system with these user-focused enhancements, data management best practices and features.
What’s New in Microsoft Dynamics 365 Customer Service for 2024
Highlights of the latest features and upcoming enhancements for Microsoft Dynamics 365 Customer Service.
A Quick Guide to Licensing Dynamics 365 Customer Insights
Get a clear overview of D365 Customer Insights licensing. Explore tenant-based licenses, default capacities, and fair usage policies.
5 Ways to Improve Marketing Campaigns with Customer Insights – Data
Boost your marketing with Customer Insights: Data – unify, enrich, and export customer data for smarter targeting and higher campaign ROI.
Align Sales and Marketing with Dynamics 365 Journey Connectors
Align sales and marketing with Dynamics 365 Handover Automation for seamless lead transitions and improved conversions.
Previewing 2025 Release Wave 1 for Dynamics 365 and Power Platform
Highlights of the 2025 Release Wave 1 for Power Platform, Dynamics 365 Sales, D365 Customer Service and Customer Insights – Journeys
5 Events You Can Manage In Dynamics 365 Customer Insights
Learn how Dynamics 365 Customer Insights Events planner can streamline event management for Trade Shows, Webinars, Conferences and Workshops.
What’s New and Next for Dynamics 365 Real-Time Journeys in 2025
Numerous updates enhanced the capabilities of the real-time journeys module in D365 Customer Insights in the latter half of 2024. Below, we’ve...
Improve Campaign Reporting with Click Bot Protection for D365 Customer Insights – Journeys
Learn how Dynamics 365 Customer Insights Click Bot Protection enhances Email Marketing data accuracy and boosts campaign performance.
Conduct Unbiased Testing with Marketing Audience Split in D365 Real-Time Journeys
How a new Audience Split tile enhances Dynamics 365 real-time journey testing, enabling controlled contact distribution.
Dynamics 365 Outbound Marketing Deprecation and Transitioning Guide
Transition from Dynamics 365 Outbound Marketing to Real-Time Journeys by 30 June 2025. Discover the benefits and migration process.