Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Best Practices for Managing Client Secrets in Dynamics 365
Secure your Dynamics 365 integrations with practical client secret management. Explore 5 strategies to enhance security and continuity.
Is Your Dynamics 365 Audit Policy Aligned with Your Business Needs?
Are your Dynamics 365 audit settings up to date? Avoid compliance gaps and security risks.
Customising Option Set Colours in Grid Controls
How to add or remove colours from grid columns in Dynamics 365 and model-driven apps representing option set values.
How to Simplify CRM Adoption with an MVP Approach
Simplify your CRM adoption with an MVP approach. Learn how to implement efficiently, reduce resistance, and drive business success.
Managing Release Channels for Dynamics 365 and Model-Driven Apps
Discover how to manage new release channels for Dynamics 365. Control feature rollouts to ensure smooth updates for your organisation and users.
Improve Email Campaign Accuracy with Customer Insights Click Bot Protection
Learn how Dynamics 365 Customer Insights Click Bot Protection enhances Email Marketing data accuracy and boosts campaign performance.
Behind the Scenes: How our Support Team Powers Customer Success with Dynamics 365
Discover how our dedicated support ensures smooth operations in Dynamics 365.
Integrate Companies House SIC Codes with Dynamics 365
Simplify SIC code management in Dynamics 365. Our integration improves data accuracy, saves time, and enhances business insights.
Forrester Study Finds Power Apps Delivers 206% ROI
Forrester’s study reveals compelling findings about Power Apps. Read the highlights on efficiency, cost savings, and business impact.
5 Ways Your Dynamics Partner is Holding you Back
Is your Dynamics 365 partner hindering your business? Learn the signs and evaluate the relationship. Maybe it’s time to explore options?
6 Benefits of Expert Post Go-Live Support for Dynamics 365
Unlock the potential of Dynamics 365 with expert post-go-live support. Extend capacity, gain insights, and drive growth. Discover how.
Using AI in the Workplace: Insights from the 2024 Work Trend Index Report
Discover the future of AI in the workplace with a summary of insights from the Microsoft and LinkedIn 2024 Work Trend Report.
Ultimate Dynamics 365 Terminology Cheat Sheet
Learn essential Dynamics 365 terms like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate and utilise the platform.
Digital Strategies for Enhanced Member Retention
Find out how the Microsoft Power Platform can help improve member retention through personalised experiences and efficient data management.
5 Best Practices to Reinforce Security in Dynamics 365 & Power Apps
Elevate security in your Dynamics and Power Apps environments with these 5 best practices for data protection.
Planning for Power Platform Data Integration? 8 Essential Questions to Consider
Confidently navigate your data integration journey with our guide to 8 key planning considerations.
Best Practices for Dynamics 365 Data Import
Learn how to prepare to ensure data integrity when importing into your Dynamics 365 solution. Discover duplication rules, mapping and more.
17 Power Automate Solutions to Streamline Your Business Processes
Elevate business efficiency and support your growth with Power Automate -where innovation meets practicality.
Mastering Dynamics 365 Views: An Introductory Guide
Gain clarity on navigating and customising Dynamics 365 views in read-only grids, including using filters to quickly find information.
Comparing Dynamics 365 Business Central CRM and Dynamics 365 Sales
Explore the key differences between Business Central CRM capabilities and Dynamics 365 Sales functionality to assess the best fit for your business.
Reviewing Copilot Transcripts Retention to Free Up Your Dataverse Storage Capacity
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
Discover Actionable Insights with Conversation Intelligence in Dynamics 365 Sales
Unlock increased sales success with Conversation Intelligence for Dynamics 365 Sales. Transform calls into wins!
How Does Dynamics 365 Integrate with Outlook?
Explore how Dynamics 365 integrates with Outlook to save time by using a dedicated app to sync emails and access CRM data within Outlook.
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.
How Dynamics 365 Helps Trade Associations Drive Growth
Discover how Dynamics 365 enhances efficiency for trade associations, simplifying member management and boosting engagement.
Maximise Lead Capture Visibility: Integrate Dynamics with External Forms
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
Unveiling Dynamics 365’s Enhanced Email Timeline Referencing
Explore Dynamics Customer Insights enhanced email timeline referencing. Streamline team communications with full email content visibility.
Associate Email Activities with Multiple Records
Discover a preview Dataverse feature for linking activities to multiple records in Dynamics 365 and Power Apps.
Empowering Dynamics Admins with a New Security Roles Interface
Discover how the latest enhancements to Dynamics 365’s security roles interface transform administration efficiency and data integrity.
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.
What’s New in Microsoft Power Pages for 2024
Discover the latest Power Pages 2024 enhancements – empowering seamless, data-rich website creation and management.
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.
How Microsoft Copilot Studio Transforms Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
Optimise Message Delivery with Quiet Times in Dynamics 365 Customer Insights
Explore how this new feature for Customer Insights – Journeys can observe quiet periods and respect regulatory constraints.
Project Sophia: Redefining Microsoft Business Applications
Previewing a new AI-powered business research canvas where you can interact with data in new ways and answer strategic questions that drive better outcomes.
What Early Adopters Reveal About Microsoft Copilot
New research reveals Copilot drives 29% faster task times, 68% higher quality work, and over 70% productivity gains in early usage.
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Digital Strategies for Enhanced Member Retention
Find out how the Microsoft Power Platform can help improve member retention through personalised experiences and efficient data management.
Power Pages Templates: Simplifying Your Way to a Dynamic Website
Discover examples of Power Pages templates to simplify site development and enhance efficiency with integrated, data-powered websites.
Planning for Power Platform Data Integration? 8 Essential Questions to Consider
Confidently navigate your data integration journey with our guide to 8 key planning considerations.
What are Dynamics 365 Portals?
Explore how web portals integrated with Dynamics 365 streamline business operations and enhance engagement.
17 Power Automate Solutions to Streamline Your Business Processes
Elevate business efficiency and support your growth with Power Automate -where innovation meets practicality.
Navigating AI and Automation: Power Platform Solutions for Business Efficiency
Discover AI and automation insights to modernise your processes and boost operational efficiency.
15 Ideas to Level Up Your Dynamics 365 CRM
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.
What’s New in Microsoft Power Pages for 2024
Discover the latest Power Pages 2024 enhancements – empowering seamless, data-rich website creation and management.
Introducing Copilot for Dynamics 365
Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles
Can you use Dynamics 365 on Mobile Phones?
Discover the best ways to use Dynamics 365 on mobile devices. Explore Power Apps, Sales app, and browser options for optimal functionality.
Mastering Dynamics 365 Views: An Introductory Guide
Gain clarity on navigating and customising Dynamics 365 views in read-only grids, including using filters to quickly find information.
Why integrate SharePoint with Dynamics 365?
Boost productivity with SharePoint and Dynamics 365 integration. Enjoy seamless document management, enhanced security, and automation.
Comparing Dynamics 365 Business Central CRM and Dynamics 365 Sales
Explore the key differences between Business Central CRM capabilities and Dynamics 365 Sales functionality to assess the best fit for your business.
Ask the Consultant – Insights for Building Dynamics 365 Solutions
Insights on best practices, customisation, and deployment of Microsoft Dynamics 365 and Power Platform from our experienced consultants.
Reviewing Copilot Transcripts Retention to Free Up Your Dataverse Storage Capacity
Learn to optimise your Dataverse storage by efficiently managing Copilot transcripts from Dynamics 365 and Power Apps.
Discover Actionable Insights with Conversation Intelligence in Dynamics 365 Sales
Unlock increased sales success with Conversation Intelligence for Dynamics 365 Sales. Transform calls into wins!
How Does Dynamics 365 Integrate with Outlook?
Explore how Dynamics 365 integrates with Outlook to save time by using a dedicated app to sync emails and access CRM data within Outlook.
5 Ways Your Dynamics Partner is Holding you Back
Is your Dynamics 365 partner hindering your business? Learn the signs and evaluate the relationship. Maybe it’s time to explore options?
How Sales Copilot Improves Dynamics 365 and Outlook Integration to Boost Productivity
Let’s face it: sellers are rarely enthusiastic CRM users. They’re driven to land the next big deal to transform their quarter. Updating CRM? That’s...
Getting Started with Dynamics 365: Empowering Small Businesses
Top 8 considerations for Small Businesses when moving to a Dynamics 365 solution.
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Enhance Business Productivity with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
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Maximise your Dynamics 365 Sales Productivity with Focus Mode
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
Elevate your Dynamics 365 CRM system with these user-focused enhancements, data management best practices and features.
Top 5 Highlights of Dynamics 365 and LinkedIn Sales Navigator Integration
Streamline sales, enrich connections, and drive efficiency. with Sales Navigator and Dynamics integration.
A Quick Guide to Dynamics 365 Sales Sequences
Explore how Dynamics 365 Sales Sequences help optimise sales outreach and support consistent messaging to reach successful outcomes.
How is Microsoft Copilot for Sales Licensed?
Dive into the licensing details of Copilot for Sales. Optimise seller productivity, integrating Microsoft 365 with CRM and seller workflows.
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.
Efficient Engagement with Smart Org Charts for Dynamics 365 Sales
Last year, Microsoft unveiled an enhanced Organisation Chart for the Dynamics 365 Sales Hub. This builds on the legacy Org Chart feature with...
Boost Sales Performance with Customisable Dynamics 365 Opportunity Close Forms
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 preventing employees from using ChatGPT and other generative AI tools might seem like an anti-innovation stance. Yet...
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