Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
How to Add Document Metadata to Attached Files in Dynamics 365
Improve Dynamics 365 file management with a solution that adds metadata, enhances document organisation and saves time.
How to Prepare for the Microsoft Dynamics 365 Price Increase on 1st October
Steps to prepare for the Dynamics 365 licence price rise and minimise impact.
How Dynamics 365 Solves These 6 Sales Challenges
Find out how Dynamics 365 Sales tackles 6 common challenges head-on, such as boosting forecasting, shortening cycles and improving conversions.
Using Dynamics 365 Sales to Track Your Competitors
Explore how to improve sales performance using Dynamics 365 competitor tracking to track deals and improve win rates with data-driven decisions.
New Marketing Audience Split Tile for Unbiased Testing in Customer Insights
How a new Audience Split tile enhances Dynamics 365 real-time journey testing, enabling controlled contact distribution.
Enabling Dark Mode for Dynamics 365 and Power Apps: An Unofficial Guide
Discover how this feature lets you easily experience Microsoft Dynamics 365 and Power Apps in dark mode.
Dynamics 365 Outbound Marketing Deprecation and Transitioning Guide
Transition from Dynamics 365 Outbound Marketing to Real-Time Journeys by 30 June 2025. Discover the benefits and migration process.
Introducing the Automation Center for Power Automate
Discover the new Automation Center in Power Automate to monitor and manage your automation activity in one place.
Dynamics 365 Customer Insights – Journeys and D365 Marketing Glossary
Discover more about Dynamics 365 Customer Insights – Journeys with our concise glossary covering the main features and terminology
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.
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.
A Closer Look at Microsoft Dynamics 365 vs Salesforce: CRM Comparison
Explore a CRM comparison of Dynamics 365 and Salesforce, covering market presence, partnership ethos, integration, and licensing strategies.
How to Amplify Member Engagement Using Modern Web Portals
Explore how you can transform member management with a modern web portal. Boost engagement and drive growth.
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.
Enhanced Sequence Preview Now Available in Dynamics 365
Optimise sales workflows with Dynamics 365’s Sequence Preview. Gain complete visibility and foster collaboration for increased efficiency.
Associate Email Activities with Multiple Records
Discover a preview Dataverse feature for linking activities to multiple records in Dynamics 365 and Power Apps.
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.
How to Cut Dynamics 365 Storage Costs with Dataverse Retention Policies
New Dataverse policies help cut Dynamics 365 storage costs and meet compliance by automatically archiving old records.
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...
Dynamics Marketing is now Customer Insights
Marketing is now Customer Insights, combining the power of deep analytics with personalised real-time journeys
Introducing Copilot for Dynamics 365
Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles
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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.
How Microsoft Copilot Studio Transforms Knowledge Search in Web Portals
Learn how Copilot Studio enhances search with accurate, contextual query responses.
Reduce Your Dynamics 365 Storage Costs with Azure Blob Storage
Cut Dynamics 365 storage costs significantly with Azure Blob Storage. Smart, secure, and cost-effective data archiving for your business
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.
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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?
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.
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.
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.
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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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...
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...
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