Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Why Frequent Conversations Maximise Dynamics 365 Value
Regular conversations with your Dynamics 365 partner reveal opportunities and insights that email exchanges can’t. Learn why they matter.
Create a Branded Event Hub with Power Pages and D365 Customer Insights
Bring all your Customer Insights Events in one central hub, simplifying registration while reinforcing your brand.
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.
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.
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.
Why Dynamics 365 Needs Expert Support After Go-Live
6 benefits of specialist Dynamics 365 support after go-live, from extending team capacity to navigating Microsoft updates and licensing.
Using AI in the Workplace: Insights from the 2024 Work Trend Index Report
Discover the future of AI in the workplace with a summary of insights from the Microsoft and LinkedIn 2024 Work Trend Report.
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 to Strengthen Member Retention using Dynamics 365
How membership organisations use Dynamics to personalise communications, automate renewals, and turn engagement data into retention insights.
5 Best Practices to Reinforce Security in Dynamics 365
Practical guidance on role-based access, client secrets, MFA and audit logging to protect your data.
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.
Best Practices for Dynamics 365 Data Import
How to import data into Dynamics 365 from CSV and Excel files, covering formatting, field mapping, duplicate detection and best practices.
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.
How Conversation Intelligence Works in Dynamics 365 Sales
How Conversation Intelligence transcribes calls, analyses sentiment, and surfaces coaching insights in D365 Sales.
How the Dynamics 365 App for Outlook Works
How the Dynamics 365 App for Outlook tracks emails, creates CRM records, and gives you access to contact data without leaving your inbox.
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.
Dynamics 365 for Trade Associations: Membership, Events, and Portals
How trade associations use Dynamics 365 to manage tiered memberships, coordinate events, and engage members through portals.
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.
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 Storage Costs with Dataverse Retention Policies
Microsoft Dataverse policies help cut storage costs and meet compliance by automatically archiving old records.
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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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.
How Copilot Agent Bots Improve Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
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
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.
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.
How to Plan 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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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.
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.
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?
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.
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.
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.
How Conversation Intelligence Works in Dynamics 365 Sales
How Conversation Intelligence transcribes calls, analyses sentiment, and surfaces coaching insights in D365 Sales.
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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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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.