Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
How to Prepare for the Microsoft Dynamics 365 Price Increase on 1st October
Steps to prepare for the Dynamics 365 licence price rise and minimise impact.
How Dynamics 365 Solves These 6 Sales Challenges
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 Marketing Audience Split Tile for Unbiased Testing in Customer Insights
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.
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.
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.
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.
Getting Started with Dynamics 365: Empowering Small Businesses
Top 8 considerations for Small Businesses when moving to a Dynamics 365 solution.
A Blueprint for Effective CRM Project Leadership
Your CRM system's effectiveness relies on strong leadership. Without strategic oversight and advocacy, technology's potential can waste budgets and...
Danger! Poor Data Quality and How CRM Admins Can Save the Day
Like any asset, your CRM system relies on the quality of its inputs to deliver value. Poor-quality data misguides decisions with inaccurate...
How Dynamics 365 Helps You Reduce Environment Impact and Improve ESG Performance
Learn how Dynamics 365 can help organisations build sustainability and cultivate greener processes.
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Deliver Excellent Experiences with Customer Service
Deliver exceptional customer service with Dynamics 365 through omni-channel engagement, self-service and intelligent agents.
How to Enhance Business Productivity with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
Top 5 Highlights of Dynamics 365 and LinkedIn Sales Navigator Integration
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.
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
An enhanced organisation chart for the Dynamics 365 Sales Hub builds on a legacy feature, providing a visual hierarchy of decision-makers. Using the...
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.
How Copilot Enhances Dynamics 365 Customer Insights
Explore new Microsoft Copilot AI features for Dynamics 365 Marketing and Customer Insights for increased efficiency and personalised engagement.
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.
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.
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.
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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.
5 Best Practices to Reinforce Security in Dynamics 365 & Power Apps
Elevate security in your Dynamics and Power Apps environments with these 5 best practices for data protection.
Best Practices for Dynamics 365 Data Import
Learn how to prepare to ensure data integrity when importing into your Dynamics 365 solution. Discover duplication rules, mapping and more.
How Microsoft Copilot for Service Transforms Customer Support
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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.
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.
How Surveys with Dynamics 365 Customer Voice Enhance Feedback Management
Discover how Customer Voice transforms feedback management, integrating seamlessly with Dynamics for actionable insights.
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 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.
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