Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
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.
How to Simplify Compliance Management with a Web Portal
Simplify your compliancy processes with integrated web portals. Discover how to simplify tasks, reduce errors, and ensure consistency.
Calculating the ROI of Microsoft Dynamics 365 Customer Insights
Explore examples of the ROI gained by marketing teams from implementing D365 Customer Insights with Forrester research findings.
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.
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.
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.
Copilot Chart Visuals for Dynamics 365 Views
Discover automated chart visuals for Dynamics 365 views, enabling efficient data interpretation with AI-powered Copilot insights.
From Ideas to Solutions: How Power Apps Accelerates and Simplifies Development
Discover how Power Apps can streamline app development and enhance business operations.
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.
Why integrate SharePoint with Dynamics 365?
Boost productivity with SharePoint and Dynamics 365 integration. Enjoy seamless document management, enhanced security, and automation.
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.
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.
5 Ways Your Dynamics 365 Partner is Holding you Back
Is your Dynamics 365 partner hindering your business? Learn the signs and evaluate the relationship. Maybe it’s time to explore options?
6 Benefits of Expert Post Go-Live Support for Dynamics 365
Unlock the potential of Dynamics 365 with expert post-go-live support. Extend capacity, gain insights, and drive growth. Discover how.
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.
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 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.
Enabling Dark Mode for Dynamics 365 and Power Apps: An Unofficial Guide
Discover how this feature lets you easily experience Microsoft Dynamics 365 and Power Apps in dark mode.
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
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.
Top Copilot Prompts For Dynamics 365 Sales
Examples of Copilot chat prompts in Dynamics 365 helping sellers gain actionable data insights and increase efficiency.
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.
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.
Associate Email Activities with Multiple Dynamics 365 Records
Discover a preview Dataverse feature for linking activities to multiple records in Dynamics 365 and Power Apps.
New Interface to Manage Security Roles in Dynamics 365
Discover how the latest enhancements to Dynamics 365’s security roles interface transform administration efficiency and data integrity.
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.
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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.
8 Steps To Reliable Dynamics 365 Data Integration
Confidently navigate your data integration journey with our guide to 8 key planning considerations.
17 Power Automate Solutions to Simplify Your Business Processes
Elevate business efficiency and support your growth with Power Automate -where innovation meets practicality.
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.
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.
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
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 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.
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...
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.
Enabling Dark Mode for Dynamics 365 and Power Apps: An Unofficial Guide
Discover how this feature lets you easily experience Microsoft Dynamics 365 and Power Apps in dark mode.
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
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.
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.
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.
Using Dynamics 365 to Increase Customer Retention
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Save Time and Boost Efficiency with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
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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.
Comparing Microsoft Dynamics 365 Sales Licences
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.
Why Integrate Dynamics 365 and LinkedIn Sales Navigator
Streamline sales, enrich connections, and drive efficiency. with Sales Navigator and Dynamics integration.
An Introductory Guide to Dynamics 365 Sales Sequences
Explore how Dynamics 365 Sales Sequences help optimise sales outreach and support consistent messaging to reach successful outcomes.
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.
Previewing 2024 Release Wave 1 for Microsoft Dynamics 365 – Sales and Marketing Updates
Our takeaways from the 2024 Release Wave 1 announcements, available for sales and marketing teams in D365 from April.
Navigating Smart Org Charts in Dynamics 365 Sales
An enhanced organisation chart for the Dynamics 365 Sales Hub builds on a legacy feature, providing a visual hierarchy of decision-makers. Using the...
Customising Opportunity Close Forms in Dynamics 365 Sales
Learn how customising Dynamics opportunity close forms helps sellers capture helpful insights to improve strategies.
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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
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.
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.
Ultimate Dynamics 365 Terminology Cheat Sheet
Learn essential Dynamics 365 terminology like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate the platform.
Integrating External Web Forms with Dynamics 365 Customer Insights
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
View Exact Marketing Emails in the Dynamics 365 Timeline
Explore Dynamics Customer Insights enhanced email timeline referencing. Streamline team communications with full email content visibility.
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.
Previewing 2024 Release Wave 1 for Microsoft Dynamics 365 – Sales and Marketing Updates
Our takeaways from the 2024 Release Wave 1 announcements, available for sales and marketing teams in D365 from April.
Optimise Message Delivery with Quiet Times for Dynamics 365 Customer Insights – Journeys
Explore how this new feature for Customer Insights – Journeys can observe quiet periods and respect regulatory constraints.