Insights and News
Learn what’s new and read our insights about Microsoft Dynamics 365 and the Power Platform.
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.
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.
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!
Achieving Seamless Data Migration to Dynamics 365
Ensure accurate data migration to Dynamics 365 through assessments, mapping, testing, incremental loading, and cleansing for integrity.
How to Choose the Right Dynamics 365 Partner for Your Business
Choosing the best Dynamics 365 Partner is critical for project and long-term success. This guide provides the factors to consider.
How to Overcome Dynamics 365 Project Challenges
How to overcome Dynamics 365 project obstacles including unclear goals, change resistance, data issues and adoption barriers
Proven Customisation Best Practices for Dynamics 365 CRM Admins
Follow our tips and best practices for Dynamics 365 customisation best practices to achieve successful outcomes.
Dynamics 365 Data Security: A Blueprint for CRM Admins
Follow our 6 steps for achieving a successful Dynamics 365 project delivery, including stakeholder involvement and agile development.
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.
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 to Improve Collaboration with Dynamics 365 Teams Integration
Boost collaboration with Dynamics and Teams integration by enabling seamless CRM access and focused discussions
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.
Introducing Copilot for Dynamics 365
Boost productivity and minimise tedious data entry with Dynamics 365 Copilot across Sales, Marketing and Service roles
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Deliver Excellent Experiences with Customer Service
Deliver exceptional customer service with Dynamics 365 through omni-channel engagement, self-service and intelligent agents.
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Best Practices for CRM User Adoption
Explore our CRM user adoption best practices such as good communication and training to maximise your project success.
Demystifying the Microsoft Dataverse Storage Model
Optimise your Microsoft Dataverse storage with insights on database, file, and log capacities, utilisation notifications and add-ons.
Getting Started with Dynamics 365: Empowering Small Businesses
Top 8 considerations for Small Businesses when moving to a Dynamics 365 solution.
A Blueprint for Effective CRM Project Leadership
Your CRM system's effectiveness relies on strong leadership. Without strategic oversight and advocacy, technology's potential can waste budgets and...
Danger! Poor Data Quality and How CRM Admins Can Save the Day
Like any asset, your CRM system relies on the quality of its inputs to deliver value. Poor-quality data misguides decisions with inaccurate...
Harnessing Dynamics 365 for Customer Retention Strategies
How Dynamics 365 powers customer retention strategies through data centralisation, automation, and personalised service.
How to Deliver Excellent Experiences with Customer Service
Deliver exceptional customer service with Dynamics 365 through omni-channel engagement, self-service and intelligent agents.
How to Choose the Right Dynamics 365 Partner for Your Business
Choosing the best Dynamics 365 Partner is critical for project and long-term success. This guide provides the factors to consider.
How to Overcome Dynamics 365 Project Challenges
How to overcome Dynamics 365 project obstacles including unclear goals, change resistance, data issues and adoption barriers
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