Category: Microsoft Dynamics 365 News and Tips

For CRM-first marketing teams, first-party data isn’t a trend. It’s the foundation.   While much of the industry conversation has focused on cookies, ad targeting, and emerging AI tools, Dynamics users are facing a more practical challenge: how to turn the data already living in CRM into something marketers can actually use.  Microsoft Dynamics 365 is rich with customer and prospect data. The...

Microsoft introduced the AB‑Series to validate skills in Copilot, Agentic AI, and AI‑driven business transformation. Below is the certifications list. Certification Name Skills required AB-900: Copilot and Agent Administration Fundamentals – Certifications Who it’s for: IT pros, admins, and anyone managing Copilot in Microsoft 365. Skills required: Identify the core features and objects of Microsoft...

In the high-stakes world of government contracting and complex enterprise sales, “winging it” isn’t an option. To win consistently, organizations turn to the Shipley methodology—the industry-recognized gold standard for proposal management and capture strategy. But a methodology is only as effective as the tools that support it. That’s why we built XTIVIA GovCon365 AwardTrack. By...

Table of Contents Introduction: Emotion and Immersion How Visual Design Shapes Perception Sound as a Silent Partner Integrated Player Experience Conclusion Reviews Introduction: Emotion and Immersion Modern online casinos rely on more than luck, they rely on feelings. When I first explored Ninecasino, I noticed something instantly different. It wasn’t just the range of games...

Key Highlights Commission processing delays often happen before review even begins, not during review itself Inconsistent carrier file formats create repeated monthly cleanup work Automating commission intake with BenefitsBridge at import removes manual spreadsheet preparation Built-in scalability supports new carriers and growing commission volume Dynamics 365 and the Microsoft Power Platform add security and adaptability...

If you’ve delivered even a handful of CRM projects, you already know that requirements gathering and sprint execution can make or break an implementation. Over the past year, our Endeavor4 CRM team has been weaving AI, specifically Microsoft Copilot and lightweight agent‑style prompt patterns, into our delivery process. The result? Faster clarity, tighter user stories,...

Summary: Most AI failures in Dynamics 365 stem from data issues, not technology issues. Duplicate records, disconnected systems, inconsistent formats, stale information, and missing fields all produce unreliable outputs from Copilot, AI Builder, and predictive scoring. This article explains each problem, shows how to spot it in your Dynamics 365 environment, and provides a fix....

Artificial Intelligence is rewriting the rules of business. Companies that know how to leverage AI are moving faster, making smarter decisions, and gaining a competitive edge. Every vague prompt costs you time, insights, and opportunities that others are already seizing. This guide of Microsoft 365 Copilot terminology will teach you how to “Speak AI fluently.” If you...

Power BI has matured beyond visualization. In its next-generation form, it functions as an AI-enabled intelligence layer – but only when it is architected correctly for Dynamics 365. This is where organizations working with Dynamics 365 specialists like DynaTech begin to see a measurable shift from reporting to decision intelligence. Most enterprises underestimate how deeply...

Dynamics 365 views are not limited to displaying lists of records. They can also be used to summarize and analyze data using grouping and totals. Grouping Records Users can group records in a view by: Text fields like State or Country Choice fields such as status or stage Date fields, grouped by year, quarter, or...