Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
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.
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
How to Enhance Business Productivity with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
Achieving Seamless 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.
How to Deliver a Successful CRM Project
Follow our 6 steps for achieving a successful Dynamics 365 project delivery, including stakeholder involvement and agile development.
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.
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...
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 Copilot for Sales Improves Dynamics 365 and Outlook Integration
Discover how Copilot for Sales improves Dynamics 365 and Outlook integration to boost seller productivity by reducing manual data entry.
Introducing Copilot for Dynamics 365
Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles
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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.
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...
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...
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
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