by Warren Butler | Jul 19, 2024 | Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?
On 16th July, Microsoft unveiled its 2024 Release Wave 2 plans detailing the latest features planned for release between October 2024 and March 2025. We’re excited to see what’s coming soon and looking forward to testing the new features. In this article,... 
by Daniel Norris | May 15, 2024 | Advice, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Insights
As a trusted Dynamics 365 Partner, we understand that diving into this powerful suite of applications can be overwhelming, especially with all the specific terminology. To help you navigate, we’ve created a terminology cheat sheet of common terms and concepts you’re... 
by Daniel Norris | May 8, 2024 | CRM, D365 Marketing, Dynamics Features, Insights
Businesses use various strategies to collect contact details on their websites capture forms. But how is this collected in their CRM? One way might be to manually transfer the details from one system to another or implement a custom workflow to process... 
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 | 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 Warren Butler | Jan 29, 2024 | D365 Marketing, D365 Sales, Dynamics Features, Insights, What's new?
Microsoft has unveiled its plans for the next major update to Dynamics 365 apps and the Power Platform. The 2024 Release Wave 1 covers the period from April to September, with some features available for administrators to test from February before these are...