Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
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
Boost your productivity with new grid enhancements for Dynamics 365 and model-driven Power Apps. These updates will help you navigate grids faster,...
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.
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.
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.
How to Simplify 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.
Managing Release Channels for Dynamics 365 and Model-Driven Apps
Discover how to manage new release channels for Dynamics 365. Control feature rollouts to ensure smooth updates for your organisation and users.
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.
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
How to Ensure 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.
Mastering Access Control with Dynamics 365 Security Roles
Discover how Dynamics 365 security roles help administrators simplify user access management and ensure appropriate usage privileges.
Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
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.
Integrating Dynamics 365 with External Web Forms
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
View Complete Marketing Emails in the Dynamics 365 Timeline
Explore Dynamics Customer Insights enhanced email timeline referencing. Streamline team communications with full email content visibility.
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 Security Roles Interface for Dynamics 365 Administrators
Discover how the latest enhancements to Dynamics 365’s security roles interface transform administration efficiency and data integrity.
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.
How Microsoft Copilot Transforms Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
Optimise Message Delivery with Quiet Times in Dynamics 365 Customer Insights
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.
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.
How to Cut Dynamics 365 Storage Costs with Dataverse Retention Policies
New Dataverse policies help cut Dynamics 365 storage costs and meet compliance by automatically archiving old records.
How Copilot for Sales Improves Dynamics 365 and Outlook Integration
Discover how Copilot for Sales improves Dynamics 365 and Outlook integration to boost seller productivity by reducing manual data entry.
Dynamics Marketing is now Customer Insights
Marketing is now Customer Insights, combining the power of deep analytics with personalised real-time journeys
Introducing Copilot for Dynamics 365
Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles
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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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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.
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!
Overview of Dynamics 365 Integration 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.
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 terminology like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate the platform.
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