by Warren Butler | Jan 6, 2025 | Insights, Power Platform, Storage, What's new?
Accidentally deleting one or more Dynamics 365 records is a dreaded experience. Deleting an account is particularly harmful because it triggers cascading behaviour that removes contacts, leads, activities, and other related records. Recovering records deleted in error... 
by Daniel Norris | Oct 23, 2024 | Advice, CRM, Insights, Security, Storage
Outdated audit settings can create critical gaps in compliance and data security, exposing your organisation to unnecessary risks. The consequences of inadequate auditing can be severe, potentially leading not only to legal repercussions but also to reputational... 
by Daniel Norris | Sep 26, 2024 | Advice, CRM, Insights, Storage
Behind every successful customer experience is a dedicated support team, working tirelessly to resolve issues and enhance systems. Providing exceptional customer support goes beyond fixing issues—it’s about collaboration, transparency and continuous improvement. We... 
by Warren Butler | Sep 16, 2024 | Dynamics Features, Insights, Power Platform, Storage
Managing file attachments in Dynamics 365 can slow users down due to challenges in maintaining document visibility. That’s because key metadata isn’t automatically captured when files are uploaded to Dataverse or a SharePoint library. By contrast, structured... 
by Warren Butler | Jun 21, 2024 | Copilot, CRM, Dynamics Features, Insights, Power Platform, Storage
Microsoft Dynamics 365 and Power Apps administrators continuously optimise their environments and seek ways to minimise storage costs. However, a new challenge now lurks within the tools designed to enhance productivity: the accumulation of Copilot transcripts. This... 
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...