Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Managing Release Channels for Dynamics 365 and Model-Driven Apps
Discover how to manage new release channels for Dynamics 365. Control feature rollouts to ensure smooth updates for your organisation and users.
Improve Email Campaign Accuracy with Customer Insights Click Bot Protection
Learn how Dynamics 365 Customer Insights Click Bot Protection enhances Email Marketing data accuracy and boosts campaign performance.
Behind the Scenes: How our Support Team Powers Customer Success with Dynamics 365
Discover how our dedicated support ensures smooth operations in Dynamics 365.
Integrate Companies House SIC Codes with Dynamics 365
Simplify SIC code management in Dynamics 365. Our integration improves data accuracy, saves time, and enhances business insights.
Forrester Study Finds Power Apps Delivers 206% ROI
Forrester’s study reveals compelling findings about Power Apps. Read the highlights on efficiency, cost savings, and business impact.
Innovate Faster with Microsoft AI and Power Platform
Accelerate innovation with the Microsoft Power Platform. Learn how AI and low-code tools transform business operations and boost efficiency.
How to Add Document Metadata to Attached Files in Dynamics 365
Improve Dynamics 365 file management with a solution that adds metadata, enhances document organisation and saves time.
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.
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 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
Proven Customisation Best Practices for Dynamics 365 CRM Admins
Follow our tips and best practices for Dynamics 365 customisation best practices to achieve successful outcomes.
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.
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.
Customising Opportunity Close Forms in Dynamics 365 Sales
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.
Ensuring Security and Compliance with Microsoft Copilot for Sales
Reports of businesses preventing employees from using ChatGPT and other generative AI tools might seem like an anti-innovation stance. Especially as...
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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.
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 CRM User Adoption
Explore our CRM user adoption best practices such as good communication and training to maximise your project success.
Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
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...
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