Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
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Outdated Web Portals: When Revamp Beats Replacement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
External AI in Your Dynamics: Innovation Opportunity or Security Risk?
Discover the benefits and risks of using external AI tools with Dynamics 365 and key policies for secure CRM AI integration
A Pre-Send Checklist for Dynamics 365 Customer Insights Journeys
Avoid costly email mistakes with this essential pre-send campaign checklist for Dynamics 365 Customer Insights – Journeys.
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.
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.
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
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.
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 to Cut Storage Costs with Dataverse Retention Policies
Microsoft Dataverse policies help cut storage costs and meet compliance by automatically archiving old records.
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 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...
Dynamics 365 Focus Mode: Navigate Records Faster
Unlock increased sales productivity with Dynamics 365 Focus Mode. Streamline tasks, accelerate actions, and manage relationships effortlessly.
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.
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.
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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.
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.
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 Hill Dickinson Advanced Its Digital Transformation with ServerSys
Explore Hill Dickinson’s digital leap forward with ServerSys,harnessing Dynamics 365 for seamless client engagement and innovation.
Connecting External Forms with Customer Insights – Journeys
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
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.
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.
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.
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