Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Simplify Event Registration with Dynamics 365 Customer Insights Form Prefill
Make customer journeys smoother with Dynamics 365’s new form prefill feature – save time, reduce friction, and boost form completion rates.
Managing Consent and Compliance Profiles in Dynamics 365 Real-Time Journeys
Configure consent and compliance profiles in Dynamics 365 to ensure GDPR compliance and respect your customer preferences.
Compliance Management with Dynamics 365 Web Portals
Simplify your compliancy processes with integrated web portals. Discover how to simplify tasks, reduce errors, and ensure consistency.
Calculating the Value Return from Dynamics 365 Customer Insights
Explore examples of the ROI gained by marketing teams from implementing D365 Customer Insights with Forrester research findings.
New Form Audience Management Options in D365 Customer Insights
Optimise your lead and contact management with real-time journey forms in Microsoft Dynamics 365 Customer Insights.
A Quick Guide to Licensing Dynamics 365 Customer Insights
Get a clear overview of D365 Customer Insights licensing. Explore tenant-based licenses, default capacities, and fair usage policies.
5 Ways to Improve Marketing Campaigns with Customer Insights – Data
Boost your marketing with Customer Insights: Data – unify, enrich, and export customer data for smarter targeting and higher campaign ROI.
Drive Growth with Agentic AI: Key Insights from Microsoft’s Agents of Change Report 2025
Findings from Microsoft’s Agents of Change report reveal how agentic AI is driving growth and transforming productivity for UK businesses.
Copilot Chart Visuals for Dynamics 365 Views
Discover automated chart visuals for Dynamics 365 views, enabling efficient data interpretation with AI-powered Copilot insights.
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 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.
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.
Customising Opportunity Close Forms in Dynamics 365 Sales
Learn how customising Dynamics opportunity close forms helps sellers capture helpful insights to improve strategies.
Ensuring Security and Compliance with Microsoft Copilot for Sales
Reports of businesses blocking employees from using ChatGPT and other AI tools might seem counter-productive considering that most people would...
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 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.
Using Dynamics 365 to Increase Customer Retention
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
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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.
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.
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...
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