Insights and News

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

Good Scoping Feels Challenging. Bad Scoping Is Expensive.

Why the best Dynamics 365 projects start with honest dialogue and constructive challenge during scoping to protects your time and budget.

What Does Manual Document Processing Cost You?

Manual document processing in Dynamics 365 has a cost many businesses don’t measure. Use our free calculator to see what yours adds up.

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.

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

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.

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.

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.

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 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.

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.

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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...

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.

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...

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.

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.

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.

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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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.

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How Copilot Agent Bots Improve Knowledge Search in Web Portals

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

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.

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.

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.

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