Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Microsoft Enterprise Agreement Volume Licensing Discounts End November 2025
Microsoft removes Enterprise Agreement volume discounts in November 2025. Discover the budget impact and why CSP may be your best option.
12 Dynamics 365 Marketing Features: Should You Enable Them?
Review 12 optional Dynamics 365 marketing features to assess if they should be enabled within your organisation.
Managed and Unmanaged Solutions: Practical Advice for System Admins
Learn when to use managed vs unmanaged Dynamics 365 solutions. Best practices for admins to avoid conflicts and maintain clean environments.
A Quick Guide to AI Agent Governance
Summarising Microsoft’s Administering and Governing Agents report. Get actionable takeaways for secure AI agent governance
Dynamics 365 ROI: How to Define Success
Explore how to assess Dynamics 365 ROI and what good looks like. Discover six critical areas where measurable performance gains are made.
Why Web Portals Are Winning the Customer Service Preference Gap
Modern customers avoid phone calls. Discover how web portals align with digital preferences to gain competitive advantage.
Dynamics 365 Activity Management: Manual Tasks to Intelligent Automation
Master Dynamics 365 activity management. This guide covers everything from timelines and bookmarks to automation and Copilot summaries.
2025 Release Wave 2 Highlights for Dynamics 365, Power Platform and Copilot
Discover key Dynamics 365 CRM and Power Platform features in the 2025 Release Wave 2.
Outdated Web Portals: When Revamp Beats Replacement
Failing web portal? Don’t rebuild yet. Learn which layer needs fixing to transform user experience and preserve investments
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.
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.
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.
How Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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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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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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.
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.
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