Insights and News

Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.

Generate Your Dataverse Tables Faster With Copilot

Effortlessly create tables in Dataverse with Copilot. Save time, automate relationships, and streamline data management for your applications

What’s New for Power Pages in 2025

Explore innovative AI features for Power Pages websites in 2025. See how smart summaries and agents will improve portals.

5 Events You Can Organise In Dynamics 365 Customer Insights

Learn how Dynamics 365 Customer Insights Events planner can streamline event management for Trade Shows, Webinars, Conferences and Workshops.

What’s New and Next for Dynamics 365 Real-Time Journeys in 2025

Numerous updates enhanced the capabilities of the real-time journeys module in D365 Customer Insights in the latter half of 2024. Below, we’ve...

How AI Agents and Copilot Studio Redefine Automation

If you are familiar with Microsoft Copilot, you’ll know its ability to draft emails and search for information. Copilot agents offer extra...

Grid Enhancements for Dynamics 365 and Model-Driven Apps

Boost your productivity with new grid enhancements for Dynamics 365 and model-driven Power Apps. These updates will help you navigate grids faster,...

Hierarchy Controls Deprecated in Dynamics 365 and Power Platform

Hierarchy controls in Dynamics 365 and Power Platform are deprecated. Learn about timelines, temporary fixes, and modern alternatives.

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.

How to Accelerate Digital Transformation with the Low Code Microsoft Power Platform

Discover how to streamline operations and increase growth with low code solutions to support digital transformation.

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 terminology like entity, record, Dataverse, and workflows. Perfect for newcomers to navigate the platform.

Dynamics 365 and Power Platform Solutions for 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.

8 Steps to Effective Data Integration with Dynamics 365 and Dataverse

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.

2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements

Summarising the top announcements from the 2024 Release Wave 2 Plans.

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.

Integrating Dynamics 365 with External Web Forms

Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.

2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements

Summarising the top announcements from the 2024 Release Wave 2 Plans.

Associate Email Activities with Multiple Dynamics 365 Records

Discover a preview Dataverse feature for linking activities to multiple records in Dynamics 365 and Power Apps.

New Security Roles Interface for Dynamics 365 Administrators

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 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.

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Dynamics 365 and Power Platform Solutions for Member Retention

Find out how the Microsoft Power Platform can help improve member retention through personalised experiences and efficient data management.

A Quick Guide to Power Pages Website Templates

Discover examples of Power Pages templates to simplify site development and enhance efficiency with integrated, data-powered websites.

8 Steps to Effective Data Integration with Dynamics 365 and Dataverse

Confidently navigate your data integration journey with our guide to 8 key planning considerations.

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 Transforms Knowledge Search in Web Portals

Learn how Copilot Studio enhances search with accurate, contextual query responses.

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. Especially as...

Introducing Copilot for Dynamics 365

Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles

Top Copilot Prompts For Sellers to Stay Ahead with Dynamics 365 Sales

Examples of Copilot chat prompts in Dynamics 365 helping sellers gain actionable data insights and increase efficiency.

2024 Release Wave 2 Plans for Dynamics 365 CRM, Copilot & Power Platform: Top 32 Announcements

Summarising the top announcements from the 2024 Release Wave 2 Plans.

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!

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.

How Copilot for Sales Improves Dynamics 365 and Outlook Integration

Discover how Copilot for Sales improves Dynamics 365 and Outlook integration to boost seller productivity by reducing manual data entry.

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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Introducing Copilot for Dynamics 365

Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles

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.

An Introductory 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

An enhanced organisation chart for the Dynamics 365 Sales Hub builds on a legacy feature, providing a visual hierarchy of decision-makers. Using the...

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. Especially as...

How Copilot for Sales Improves Dynamics 365 and Outlook Integration

Discover how Copilot for Sales improves Dynamics 365 and Outlook integration to boost seller productivity by reducing manual data entry.

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