Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
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.
Faster Segmentation in Dynamics 365 Customer Insights with CSV Imports
Use Real-time Journeys CSV upload feature for creating large static segments. Drag, drop, and auto match contacts for simpler, segmentation.
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.
Build Consistent Sales Processes That Scale Using Dynamics 365 Sales Accelerator
Learn how Dynamics 365 Sales Accelerator builds consistent, scalable sales processes with intelligent work lists and automated sequences.
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.
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.
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
Dynamics 365 Web Portal Architecture: Why Planning Prevents Costly Rebuilds
Discover why Dynamics 365 portal architecture planning prevents costly rebuilds. Essential insights for business leaders.
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.
Behind the Scenes: How our Support Team Powers Customer Success with Dynamics 365
Discover how our dedicated support ensures smooth operations in Dynamics 365.
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 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.
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.
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?
How SharePoint integration with D365 improves document management, reduces storage costs, and automates approvals.
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.
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.
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.
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.
Reduce Dataverse Storage Consumption by Reviewing Copilot Transcript Retention
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
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.
What’s New in Microsoft Power Pages for 2024
Discover the latest Power Pages 2024 enhancements – empowering seamless, data-rich website creation and management.
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.
How Copilot Agent Bots Improve Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
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.
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.
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Reduce Dataverse Storage Consumption by Reviewing Copilot Transcript Retention
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
A Guide to Microsoft Power Pages Licensing
How Power Pages licensing works, including authenticated and anonymous user meters, use rights with Dynamics and PAYG billing.
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.
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.
8 Steps To Reliable Dynamics 365 Data Integration
8 questions to answer before integrating Dynamics 365, from data flow direction and sync frequency to mapping and conflict resolution.
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.
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.
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...
Behind the Scenes: How our Support Team Powers Customer Success with Dynamics 365
Discover how our dedicated support ensures smooth operations in Dynamics 365.
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.
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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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
How Dynamics 365 Org Charts help sellers navigate organisational hierarchies and understand buying committees visually.
Customising Opportunity Close Forms in Dynamics 365 Sales
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 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.
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The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
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.
Connecting External Forms with Customer Insights – Journeys
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.
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.