Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Dynamics 365 – 2026 Release Wave 1 in Summary
Our summary of the 2026 Release Wave 1 for Dynamics 365. AI agents, journey upgrades, and what matters for Sales, Service, and Marketing.
Derisking Your Digital Transformation Project
Worried about your digital transformation project? Discover lessons from of successful UK projects and the decisions that deliver ROI.
Lead Scoring in D365 Customer Insights: From Marketing Signal to Sales Action
How lead scoring in D365 Customer Insights aligns sales and marketing through scoring models, qualification rules and automated sales actions.
New Custom Alerts in the Power Platform Admin Centre
Power Platform Admin Centre new alerts feature lets admins monitor flows, agents and apps through custom thresholds, not manual checks.
Is Your AI Pilot at Risk of Failing? Here’s What Delivers Success
Why do most AI pilots stall before production? Research reveals what separates success from failure – and it’s not the technology.
New Server-Side Logic for Power Pages
Power Pages server-side logic preview: secure integrations without the infrastructure overhead.
How to Choose a Dynamics 365 Support Partner: A No-Nonsense Guide
Get clarity when choosing a Dynamics 365 support partner. Learn what to look for and how to find a partner who invests in your success.
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.
Create a Branded Event Hub with Power Pages and D365 Customer Insights
Bring all your Customer Insights Events in one central hub, simplifying registration while reinforcing your brand.
A Pre-Send Checklist for Dynamics 365 Customer Insights Journeys
Avoid costly email mistakes with this essential pre-send campaign checklist for Dynamics 365 Customer Insights – Journeys.
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.
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.
AI Adoption: A Framework for UK Businesses
Discover strategies for successful AI adoption. Enhance operations and stay agile with practical, innovative solutions.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Double Opt-In Now Available for Dynamics 365 Real-Time Marketing
Explore what’s new in Dynamics 365 double opt-in processes for real-time marketing – compliance and engagement combined.
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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.
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.
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.
How Copilot Agent Bots Improve Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
Project Sophia: Redefining Microsoft Business Applications
Previewing a new AI-powered business research canvas where you can interact with data in new ways and answer strategic questions that drive better outcomes.
Using Copilot in Dynamics 365 Customer Insights – Journeys
Explore new Microsoft Copilot AI features for Dynamics 365 Marketing and Customer Insights for increased efficiency and personalised engagement.
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.
How Agile Dynamics 365 Projects Accelerate ROI
Accelerate your Dynamics 365 ROI with Agile project management. Explore ServerSys approach to flexible, efficient CRM implementation.
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.
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.
17 Power Automate Flows to Simplify Your Business Processes
17 Power Automate flow examples across alerts, data integration, approvals and communications. Each shows the manual process it replaces.
How Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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.
Model-Driven Apps: Unlocking Business Agility in Dynamics 365
Model-Driven apps transform application development, empowering businesses to adapt quickly in today’s fast-paced environment.
Project Sophia: Redefining Microsoft Business Applications
Previewing a new AI-powered business research canvas where you can interact with data in new ways and answer strategic questions that drive better outcomes.
Managing Out-of-Office Approval Processes in Dynamics 365
Efficiently manage out-of-office Dynamics 365 approvals – discover innovative, adaptive workflows for seamless business continuity and resilience.
How Copilot Improves Dynamics 365 Sales and Outlook Integration
Discover how Copilot for Sales improves Dynamics 365 and Outlook integration to boost seller productivity by reducing manual data entry.
Getting Started with Dynamics 365: Empowering Small Businesses
Top 8 considerations for Small Businesses when moving to a Dynamics 365 solution.
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Using Copilot in Dynamics 365 Customer Insights – Journeys
Explore new Microsoft Copilot AI features for Dynamics 365 Marketing and Customer Insights for increased efficiency and personalised engagement.
What Early Adopters Reveal About Microsoft Copilot
New research reveals Copilot drives 29% faster task times, 68% higher quality work, and over 70% productivity gains in early usage.
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...
How Copilot Improves Dynamics 365 Sales and Outlook Integration
Discover how Copilot for Sales improves Dynamics 365 and Outlook integration to boost seller productivity by reducing manual data entry.
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.
How Conversation Intelligence Works in Dynamics 365 Sales
How Conversation Intelligence transcribes calls, analyses sentiment, and surfaces coaching insights in D365 Sales.
How the Dynamics 365 App for Outlook Works
How the Dynamics 365 App for Outlook tracks emails, creates CRM records, and gives you access to contact data without leaving your inbox.
Ultimate Dynamics 365 Terminology Cheat Sheet
Learn essential Dynamics 365 terminology like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate the platform.
Dynamics 365 Sales Professional vs Enterprise Licence Comparison
Understand the key differences between Dynamics 365 Sales licenses, including functionalities, storage and entitlements for cost-effective decisions.
Dynamics 365 Focus Mode: Navigate Records Faster
Unlock increased sales productivity with Dynamics 365 Focus Mode. Streamline tasks, accelerate actions, and manage relationships effortlessly.
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.
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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.
Dynamics 365 Customer Insights – Journeys and D365 Marketing Glossary
Discover more about Dynamics 365 Customer Insights – Journeys with our concise glossary covering the main features and terminology