Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Mastering Dynamics 365 Views: An Introductory Guide
Gain clarity on navigating and customising Dynamics 365 views in read-only grids, including using filters to quickly find information.
Why integrate SharePoint with Dynamics 365?
Boost productivity with SharePoint and Dynamics 365 integration. Enjoy seamless document management, enhanced security, and automation.
Comparing Dynamics 365 Business Central CRM 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.
How to Accelerate Digital Transformation with the Low Code Microsoft Power Platform
Discover how to streamline operations and increase growth with low code solutions to support digital transformation.
Reviewing Copilot Transcripts Retention to Free Up Your Dataverse Storage Capacity
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
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 Does Dynamics 365 Integrate 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.
Essentials of Microsoft Power Pages Licensing
Explore the key licensing information for Microsoft Power Pages, including use rights, capacity meters and pricing.
17 Power Automate Solutions to Streamline Your Business Processes
Elevate business efficiency and support your growth with Power Automate -where innovation meets practicality.
Navigating AI and Automation: Power Platform Solutions for Business Efficiency
Discover AI and automation insights to modernise your processes and boost operational efficiency.
15 Ideas to Level Up Your Dynamics 365 CRM
Elevate your Dynamics 365 CRM system with these user-focused enhancements, data management best practices and features.
A Closer Look at Microsoft Dynamics 365 vs Salesforce: CRM Comparison
Explore a CRM comparison of Dynamics 365 and Salesforce, covering market presence, partnership ethos, integration, and licensing strategies.
How to Amplify Member Engagement Using Modern Web Portals
Explore how you can transform member management with a modern web portal. Boost engagement and drive growth.
A Strategic Guide to Selecting a Dynamics 365 CRM Managed Services Partner
Explore key factors in choosing a Dynamics 365 CRM managed services partner for strategic growth and success.
Reduce Your Dynamics 365 Storage 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
Navigating Your Path to Dynamics 365 CRM Go-Live Success
Navigate your Dynamics 365 CRM project with ease. Our guide provides a detailed roadmap for efficient project ‘go-live’, leading your business towards growth and innovation.
Best Practices for CRM User Adoption
Explore our CRM user adoption best practices such as good communication and training to maximise your project success.
Maximise Lead Capture Visibility: Integrate Dynamics with External Forms
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
Unveiling Dynamics 365’s Enhanced Email Timeline Referencing
Explore Dynamics Customer Insights enhanced email timeline referencing. Streamline team communications with full email content visibility.
Enhanced Sequence Preview Now Available in Dynamics 365
Optimise sales workflows with Dynamics 365’s Sequence Preview. Gain complete visibility and foster collaboration for increased efficiency.
Associate Email Activities with Multiple Records
Discover a preview Dataverse feature for linking activities to multiple records in Dynamics 365 and Power Apps.
Empowering Dynamics Admins with a New Security Roles Interface
Discover how the latest enhancements to Dynamics 365’s security roles interface transform administration efficiency and data integrity.
What are Dynamics 365 Portals?
Explore how web portals integrated with Dynamics 365 streamline business operations and enhance engagement.
How Microsoft Copilot for Service Transforms Customer Support
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
Maximise your Dynamics 365 Sales Productivity with Focus Mode
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
Elevate your Dynamics 365 CRM system with these user-focused enhancements, data management best practices and features.
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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 Microsoft Copilot Studio Transforms Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
Reduce Your Dynamics 365 Storage 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.
Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
How to Enhance Business Productivity with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
Achieving Seamless Data Migration to Dynamics 365
Ensure accurate data migration to Dynamics 365 through assessments, mapping, testing, incremental loading, and cleansing for integrity.
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5 Ways Your Dynamics 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.
A Concise Guide to Dynamics 365 Agent Scripts
Discover how to enhance customer support with Dynamics 365 agent scripts for efficient, consistent service and brand unity.
How Dynamics 365 Helps Trade Associations Drive Growth
Discover how Dynamics 365 enhances efficiency for trade associations, simplifying member management and boosting engagement.
Ultimate Dynamics 365 Terminology Cheat Sheet
Learn essential Dynamics 365 terms like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate and utilise the platform.
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.
Maximise Lead Capture Visibility: Integrate Dynamics with External Forms
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
Digital Strategies for Enhanced Member Retention
Find out how the Microsoft Power Platform can help improve member retention through personalised experiences and efficient data management.
Unveiling Dynamics 365’s Enhanced Email Timeline Referencing
Explore Dynamics Customer Insights enhanced email timeline referencing. Streamline team communications with full email content visibility.
Getting Started with Dynamics 365: Empowering Small Businesses
Top 8 considerations for Small Businesses when moving to a Dynamics 365 solution.
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Enhance Business Productivity with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
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How is Microsoft Copilot for Sales Licensed?
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.
Efficient Engagement with Smart Org Charts for Dynamics 365 Sales
Last year, Microsoft unveiled an enhanced Organisation Chart for the Dynamics 365 Sales Hub. This builds on the legacy Org Chart feature with...
Boost Sales Performance with Customisable Dynamics 365 Opportunity Close Forms
Learn how customising Dynamics opportunity close forms helps sellers capture helpful insights to improve strategies.
Ensuring Security and Compliance with Microsoft Copilot for Sales
Reports of businesses preventing employees from using ChatGPT and other generative AI tools might seem like an anti-innovation stance. Yet...
How Sales Copilot Improves Dynamics 365 and Outlook Integration to Boost Productivity
Let’s face it: sellers are rarely enthusiastic CRM users. They’re driven to land the next big deal to transform their quarter. Updating CRM? That’s...
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