Copilot Prompts for Dynamics, Double Opt-In Processes, New Automation Center and more...

Welcome to our latest newsletter. In this update, we're excited to share details of new features now available for preview testing. You can also discover time-saving Copilot prompts for sellers, a glossary of Dynamics 365 marketing app features, and inspiring examples of how organisations use Power Apps to modernise business processes.

Ready to harness the latest capabilities of Dynamics 365 and the Power Platform? Connect with ServerSys for expert advice that delivers results.

Top Copilot Prompts to Stay Ahead in Dynamics 365 Sales

You don't need to be a wizard in prompt engineering to benefit from AI in Dynamics 365. Meaningful insights and time-saving benefits can start with a simple Copilot prompt.

If you are new to Copilot in Dynamics 365 or unsure how it can help, this article highlights various chat prompts that can increase efficiency and save time by generating actionable insights from your data. Read our top Copilot prompts for Dynamics 365 Sales.

Double Opt-In for Dynamics 365 Real-Time Marketing

An eagerly awaited double opt-in feature for real-time journeys is now available to preview in Dynamics 365 Marketing and Customer Insights – Journeys. While the legacy outbound marketing module includes double opt-in processes, real-time journeys lack an equivalent feature. This release bridges that gap to help progress migrations from outbound marketing. Read more.

UPDATE: Earlier this week, Microsoft announced that the outbound marketing module will be deprecated on 30 June 2025.

New Automation Center for Power Automate

In Power Automate, a new Automation Center helps administrators manage and monitor the health of automation activities. This offers a unified end-to-end view of cloud flows and runs, including child and desktop flows, for tracking key metrics, pinpointing issues, and acting on automation insights. Read the article.

From Ideas to Solutions: How Power Apps Accelerates and Simplifies Development

With low-code tools, Power Apps makes application building accessible to non-technical people. This article explains how it empowers people familiar with business challenges to create innovative solutions that increase agility and scale.

Dynamics 365 Customer Insights – Journeys and D365 Marketing Glossary

Keeping track of the various terminology and name changes associated with the Dynamics 365 marketing product can be challenging. We’ve compiled this glossary to help demystify the common terms and features associated with Customer Insights - Journeys (previously Dynamics 365 Marketing).

2024 Release Wave 2 Plans for Dynamics 365 CRM and the Power Platform

Catch our recent article summarising recent announcements about the next release wave of Dynamics CRM apps and the Power Platform. This includes new features rolling out in October and updates that are now available for testing.

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