Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
What’s New for Power Pages in 2025
Explore innovative AI features for Power Pages websites in 2025. See how smart summaries and agents will improve portals.
5 Events You Can Manage In Dynamics 365 Customer Insights
Learn how Dynamics 365 Customer Insights Events planner can streamline event management for Trade Shows, Webinars, Conferences and Workshops.
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
Explore how you can save time navigating and customising grid views in Dynamics 365 and other model-driven apps. In this article, we summarise...
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.
A Blueprint for Effective Dynamics 365 CRM Project Leadership
The effectiveness of a Dynamics 365 CRM system relies on strong leadership. Without strategic oversight and advocacy, the technology's potential can...
How Administrators Can Improve CRM Data Quality
Like any asset, your CRM system relies on the quality of its inputs to deliver value. Rubbish in means rubbish out. Poor-quality data results in...
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.
Using Dynamics 365 to Increase Customer Retention
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
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.
How to Choose the Right Dynamics 365 Partner for Your Business
Choosing the best Dynamics 365 Partner is critical for project and long-term success. This guide provides the factors to consider.
How to Overcome Dynamics 365 Project Challenges
How to overcome Dynamics 365 project obstacles including unclear goals, change resistance, data issues and adoption barriers
6 Steps for Dynamics 365 CRM Project Success
Follow our 6 steps for achieving a successful Dynamics 365 project delivery, including stakeholder involvement and agile development.
Enhancing Feedback Management with Dynamics 365 Customer Voice Surveys
Discover how Customer Voice transforms feedback management, integrating seamlessly with Dynamics for actionable insights.
What’s New in Microsoft Dynamics 365 Customer Service for 2024
Highlights of the latest features and upcoming enhancements for Microsoft Dynamics 365 Customer Service.
Why Integrate Dynamics 365 and LinkedIn Sales Navigator
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.
Navigating Smart Org Charts in Dynamics 365 Sales
How Dynamics 365 Org Charts help sellers navigate organisational hierarchies and understand buying committees visually.
Optimise Message Delivery with Quiet Times for Dynamics 365 Customer Insights – Journeys
Explore how this new feature for Customer Insights – Journeys can observe quiet periods and respect regulatory constraints.
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.
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.
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5 Best Practices to Reinforce Security in Dynamics 365
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 Copilot Enhances Dynamics 365 Customer Service
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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.
Enhancing Feedback Management with Dynamics 365 Customer Voice Surveys
Discover how Customer Voice transforms feedback management, integrating seamlessly with Dynamics for actionable insights.
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.
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.
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