by Daniel Norris | Apr 22, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
If you’re a service agent or a seller, you’ll enjoy the latest enhancement to Customer Insights – Journeys. Imagine a scenario where your communication team has sent a real-time journey email to a customer. The email may contain personalised... 
by Warren Butler | Apr 15, 2024 | Advice, CRM, Insights, Security
As an administrator, the importance and non-negotiability of securing your data cannot be overstated. With growing threats and complex regulations, any breach could damage reputation and bottom-line performance. That’s why creating a watertight security strategy is... 
by Daniel Norris | Mar 20, 2024 | Advice, CRM, Insights
Whether you are migrating to a new system, your business has attended an event or your sales team has made new connections, you will inevitably need to find a way to import data into the Microsoft Dataverse and Dynamics. Fortunately, preinstalled processes are in... 
by Warren Butler | Mar 13, 2024 | AI, CRM, D365 Customer Service, Digital Transformation, Dynamics Features, Insights
In the quest for enhanced productivity and superior customer experiences, Microsoft Copilot for Service has emerged as a transformative solution powered by generative AI. Copilot is powered by your data in Dynamics 365 CRM and other trusted sources, enabling service... 
by Warren Butler | Feb 29, 2024 | Advice, Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Digital Transformation, Dynamics Features, Insights, Licensing, Power Platform, Security, Storage
Whether you’ve just implemented Microsoft Dynamics 365 or if your organisation has used the system for several years, this post shares ideas to help you level up performance. As a Dynamics and Microsoft Power Platform partner, ServerSys is here to help you make the... 
by Daniel Norris | Feb 28, 2024 | CRM, Digital Transformation, Dynamics Features, Insights, Power Platform
Businesses of all shapes and sizes need to evolve their digital systems to meet market demands in order to survive. Organisations require agility to stay competitive, as being the first mover often leads to market leadership. With this relentless pace of change,...