Insights and News

Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.

Is Dynamics 365 Delivering What Your Business Needs?

How our business-first review of a Dynamics 365 setup can reveal what’s been missed and where quick wins are.

Why Power Pages Websites Are About to Do More

AI agents are coming to Power Pages. What this means for the people who use your portal, and what your organisation needs to be ready.

Using Segments in Dynamics 365 Customer Insights

Learn about segments across Dynamics 365 Customer Insights Journeys and Data to target your audiences in your marketing campaigns.

What You Need to Know About Power Pages Security

How Microsoft protects data in Power Pages and the configuration decisions that determine your security.

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

Internal teams or external stakeholders? Understand the core differences between Power Pages and Power Apps.

From Document to Dynamics 365 Without Manual Data Entry

AI agents can read documents, extract data, and apply your business rules before updating Dynamics 365. Here’s where to start.

Setup Modern reCAPTCHA in Dynamics 365 Customer Insights Forms

Microsoft finally adds reCAPTCHA to Dynamics 365 Customer Insights. Learn how to set it up, avoid pitfalls, and stop spam ruining your data.

A Sales Leader’s Guide to Dynamics 365 Sales Agents

Agents in Dynamics 365 Sales give your team the time and context to close more deals. This guide explains what each one does.

A Clear Guide to Security Roles in Dynamics 365

A concise guide to security roles in Dynamics 365, covering permissions, privileges, access levels, and building a model that works.

Why Frequent Conversations Maximise Dynamics 365 Value

Regular conversations with your Dynamics 365 partner reveal opportunities and insights that email exchanges can’t. Learn why they matter.

Is Your Dynamics 365 System Getting the Attention It Deserves?

General IT providers often lack the Dynamics 365 expertise. Specialist partners help you clear backlogs and get more from the system.

The Real Cost of ‘Good Enough’ Dynamics 365 Support

Paying for Dynamics 365 but only scratching the surface? Discover the hidden costs of reactive support and what partnership should deliver.

How to Free Up Dataverse Storage Before Purchasing Add-On Capacity

Discover cost-effective Microsoft Dataverse storage optimisation tactics before purchasing add-on capacity packs.

Update Power Automate Trigger URLs Before November 30 to Avoid Broken Flows

Power Automate HTTP trigger URLs are changing. Identify which flows are affected and how to update them to avoid broken workflows

Managed and Unmanaged Solutions: Practical Advice for System Admins

Learn when to use managed vs unmanaged Dynamics 365 solutions. Best practices for admins to avoid conflicts and maintain clean environments.

A Quick Guide to AI Agent Governance

Summarising Microsoft’s Administering and Governing Agents report. Get actionable takeaways for secure AI agent governance

Dynamics 365 ROI: How to Define Success

Explore how to assess Dynamics 365 ROI and what good looks like. Discover six critical areas where measurable performance gains are made.

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

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.

How to Use Journey Triggers in Dynamics 365 Customer Insights to Go Beyond Bulk Email

Move beyond bulk emails. Discover trigger-based marketing with Dynamics 365 for relevant, timely communications that drive results.

Refine Segments with Marketing Signals in Customer Insights – Data

Discover how new segmentation features in Customer Insights – Data let you target audiences using marketing engagement signals.

How Copilot Content Assist Improves D365 Customer Service Emails

Boost customer service efficiency with Copilot Content Assist for drafting for faster, clearer, and more accurate responses.

Simplify Event Registration with Dynamics 365 Customer Insights Form Prefill

Make customer journeys smoother with Dynamics 365’s new form prefill feature – save time, reduce friction, and boost form completion rates.

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...

Simplify Event Registration with Dynamics 365 Customer Insights Form Prefill

Make customer journeys smoother with Dynamics 365’s new form prefill feature – save time, reduce friction, and boost form completion rates.

New Form Audience Management Options in D365 Customer Insights

Optimise your lead and contact management with real-time journey forms in Microsoft Dynamics 365 Customer Insights.

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.

Microsoft UK Pricing Decreases and Increases: How to Save on Your Licence Costs in 2025

Learn how Microsoft UK pricing changes could impact your license costs and discover ways to save before April 2025.

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...

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

A Guide to Microsoft Web Portal Capabilities

Announcing our latest guide exploring how intelligent web portals enhance agility and meet customer needs by reimagining digital interactions

Compliance Management with Dynamics 365 Web Portals

Simplify your compliancy processes with integrated web portals. Discover how to simplify tasks, reduce errors, and ensure consistency.

A Quick Guide to Power Pages Website Templates

Eight Power Pages templates for self-service websites, covering application processing, scheduling, FAQs and Dynamics 365 portal scenarios.

What’s New in Microsoft Power Pages for 2024

Discover the latest Power Pages 2024 enhancements – empowering seamless, data-rich website creation and management.

How Copilot Agent Bots Improve Knowledge Search in Web Portals

Learn how Copilot Studio enhances search with accurate, contextual query responses.

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 to Reduce Dynamics 365 Costs with Azure Blob Storage

Cut Dynamics 365 storage costs significantly with Azure Blob Storage. Smart, secure, and cost-effective data archiving for your business

Power Pages Data Exposure: The Configuration Errors Putting Data at Risk

Misconfigurations in Power Pages can expose sensitive data. Learn how wildcard settings and global access create hidden risks for portals.

How to Free Up Dataverse Storage Before Purchasing Add-On Capacity

Discover cost-effective Microsoft Dataverse storage optimisation tactics before purchasing add-on capacity packs.

Update Power Automate Trigger URLs Before November 30 to Avoid Broken Flows

Power Automate HTTP trigger URLs are changing. Identify which flows are affected and how to update them to avoid broken workflows

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.

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

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...

Recorded Webinar: Driving Your Data Driven Culture with Power BI

Discover how to increase the value of your data with Power BI visuals that drive confident decisions.

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

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...

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 Copilot Content Assist Improves D365 Customer Service Emails

Boost customer service efficiency with Copilot Content Assist for drafting for faster, clearer, and more accurate responses.

Drive Growth with Agentic AI: Key Insights from Microsoft’s Agents of Change Report 2025

Findings from Microsoft’s Agents of Change report reveal how agentic AI is driving growth and transforming productivity for UK businesses.

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.

AI Adoption: A Framework for UK Businesses

Discover strategies for successful AI adoption. Enhance operations and stay agile with practical, innovative solutions.

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

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

The Real Cost of ‘Good Enough’ Dynamics 365 Support

Paying for Dynamics 365 but only scratching the surface? Discover the hidden costs of reactive support and what partnership should deliver.

Unlock Insights with New Hierarchical Relationship Visualiser in Dynamics 365 Sales

Discover how the New Hierarchical Relationship Visualiser in Dynamics 365 helps sales map relationships and unlock hidden opportunities.

Managed and Unmanaged Solutions: Practical Advice for System Admins

Learn when to use managed vs unmanaged Dynamics 365 solutions. Best practices for admins to avoid conflicts and maintain clean environments.

Dynamics 365 ROI: How to Define Success

Explore how to assess Dynamics 365 ROI and what good looks like. Discover six critical areas where measurable performance gains are made.

Dynamics 365 Activity Management: Manual Tasks to Intelligent Automation

Master Dynamics 365 activity management. This guide covers everything from timelines and bookmarks to automation and Copilot summaries.

How Copilot Content Assist Improves D365 Customer Service Emails

Boost customer service efficiency with Copilot Content Assist for drafting for faster, clearer, and more accurate responses.

Simplify Event Registration with Dynamics 365 Customer Insights Form Prefill

Make customer journeys smoother with Dynamics 365’s new form prefill feature – save time, reduce friction, and boost form completion rates.

Managing Consent and Compliance Profiles in Dynamics 365 Real-Time Journeys

Configure consent and compliance profiles in Dynamics 365 to ensure GDPR compliance and respect your customer preferences.

New Form Audience Management Options in D365 Customer Insights

Optimise your lead and contact management with real-time journey forms in Microsoft Dynamics 365 Customer Insights.

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...

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.

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.

Dynamics 365 for Trade Associations: Membership, Events, and Portals

How trade associations use Dynamics 365 to manage tiered memberships, coordinate events, and engage members through portals.

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

How membership organisations use Dynamics to personalise communications, automate renewals, and turn engagement data into retention insights.

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