Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
Innovate Faster with AI and Low-Code Solutions
Accelerate innovation with the Microsoft Power Platform. Learn how AI and low-code tools transform business operations and boost efficiency.
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.
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.
A Strategic Guide to Selecting a Dynamics 365 CRM Managed Services Partner
Explore key factors in choosing a Dynamics 365 CRM managed services partner for strategic growth and success.
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
Navigating Your Path to Dynamics 365 CRM Go-Live Success
Navigate your Dynamics 365 CRM project with ease. Our guide provides a detailed roadmap for efficient project ‘go-live’, leading your business towards growth and innovation.
Best Practices for CRM User Adoption
Explore our CRM user adoption best practices such as good communication and training to maximise your project success.
Mastering Access Control with Dynamics 365 Security Roles
Discover how Dynamics 365 security roles help administrators simplify user access management and ensure appropriate usage privileges.
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.
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 are Dynamics 365 Portals?
Explore how web portals integrated with Dynamics 365 streamline business operations and enhance engagement.
How Microsoft Copilot for Service Transforms Customer Support
Microsoft Copilot helps agents improve service delivery, streamlining communication with innovative, data-driven solutions.
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.
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.
Dynamics 365 and Customer Voice: A deep dive into the future of feedback
Discover how Customer Voice transforms feedback management, integrating seamlessly with Dynamics for actionable insights.
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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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.
Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
How to Enhance Business Productivity with Power Automate
Boost productivity with Power Automate and Dynamics 365 through no-code workflows and seamless app integration.
Achieving Seamless Data Migration to Dynamics 365
Ensure accurate data migration to Dynamics 365 through assessments, mapping, testing, incremental loading, and cleansing for integrity.
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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 Hill Dickinson Advanced Its Digital Transformation with ServerSys
Explore Hill Dickinson’s digital leap forward with ServerSys,harnessing Dynamics 365 for seamless client engagement and innovation.
Maximise Lead Capture Visibility: Integrate Dynamics with External Forms
Integrate existing website forms with Dynamics 365 Customer Insights. Maximise visibility and centralise data.
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.
Unveiling Dynamics 365’s Enhanced Email Timeline Referencing
Explore Dynamics Customer Insights enhanced email timeline referencing. Streamline team communications with full email content visibility.
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.
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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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