Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Align Sales and Marketing with Dynamics 365 Journey Connectors
Align sales and marketing with Dynamics 365 Handover Automation for seamless lead transitions and improved conversions.
Navigating AI Adoption: Strategies for Success
Discover strategies for successful AI adoption. Enhance operations and stay agile with practical, innovative solutions.
Previewing 2025 Release Wave 1 for Dynamics 365 and Power Platform
Highlights of the 2025 Release Wave 1 for Power Platform, Dynamics 365 Sales, D365 Customer Service and Customer Insights – Journeys
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.
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...
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
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.
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.
CRM Comparison: Microsoft Dynamics 365 vs Salesforce:
Explore a CRM comparison of Dynamics 365 and Salesforce, covering market presence, partnership ethos, integration, and licensing strategies.
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
Launch Dynamics 365 Right With These Planning Steps
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 Dynamics 365 CRM User Adoption
Explore our CRM user adoption best practices such as good communication and training to maximise your project success.
Master 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.
How to Improve Collaboration with Dynamics 365 Teams Integration
Boost collaboration with Dynamics and Teams integration by enabling seamless CRM access and focused discussions
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 Dynamics 365 Benefits Trade Associations
Discover how Dynamics 365 enhances efficiency for trade associations, simplifying member management and boosting engagement.
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.
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.
How Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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.
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.
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How Microsoft Dynamics 365 Integrates 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 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.
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 Benefits Trade Associations
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.
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.
Connecting External Forms with Customer Insights – Journeys
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
How to Strengthen Member Retention using Dynamics 365
Find out how the Microsoft Power Platform can help improve member retention through personalised experiences and efficient data management.
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