As you’re likely aware, Microsoft will be removing the Outbound Marketing Module from Dynamics 365 Customer Insights - Journeys app on June 30th, 2025. To prevent the interruption of your marketing efforts, you’ll want to work on getting your organization transitioned over to the Real-Time Journeys module within the next few months. This checklist can help to organize your thoughts and plan for the transition. There’s a simplified version with just the checklist items at the bottom. 

Microsoft has officially announced the end-of-life for Microsoft GP, signaling the sunset of this stalwart in the financial management software landscape.

At Syvantis Technologies, we understand how this impacts the many loyal and dedicated GP users who have counted on us for their support over the years. Your trust in and collaboration with us have been essential to building a strong GP community. We are dedicated to supporting you every step of the way through this critical transition.

The document attachment feature in Dynamics GP allows you to easily maintain copies of important documents relating to the different record types within GP. The documents stored on the records can be easily previewed directly within GP without needing the download the file every time. The feature helps to bring all document storage into one shared location within the Dynamics GP database, providing solutions for issues related to auditing file changes, collaborating with coworkers, and maintaining access to the documents when working without access to shared drives that may exist on-site.

We’ve written a separate blog post discussing some of the most useful Copilot features in Dynamics 365 Sales. We want to add to that conversation by discussing another new feature that is designed to help you enter data faster, and this new feature is called form fill.

Creating marketing emails is a core part of any digital strategy, and a marketing platform like Dynamics 365 Customer Insights—Journeys (formerly known as “Marketing”) makes real-time email campaign creation and management a breeze. If you’re a current Outbound Marketing customer, you may be wondering what the transition to Real-Time means for you and the things that you currently do in the Outbound area of the application. Namely, all the time and energy you’ve spent building and sending marketing emails in your Customer Journeys. But good news: you can very quickly and easily import your existing emails to use in Real-Time Marketing!

Business Central has included the occasional AI feature here and there for a while now, but recently, with Microsoft’s 2024 Release Wave 1, more and more are being added. Though all these features prove useful for various needs, there are five features we believe are most valuable to our clients and the broader Business Central user base.

Within Dynamics 365, it’s easier than you may think to create a dashboard yourself, and it’s a process that can be repeated multiple times over to ensure that you have the right data visualization for specific needs or user roles—for instance you can create a salesperson dashboard to show salespeople their open leads and opportunities and where they are in the pipeline, and you can create a sales manager dashboard to help managers see what their team has on their plates).

When working with a Microsoft application like Outlook, you’ll notice the emphasis on productivity throughout the entire application interface, not to mention a seamless connection between all the business applications you might need from Microsoft.

In fact, the ability for all your systems to work in sync was likely a huge draw to Business Central in the first place. Business Central can be easily integrated to an Outlook account, but did you know that there’s a way to open up and work within Business Central, right from your Outlook window?

In Dynamics 365 Sales, you have the pre-built list views available, which you can customize by changing filter and columns. This is one example (and some of our favorite parts) of the extreme customizability of the app’s interface. You can build your own views with only the data you want to see. Then you can save those views to use later, share them with your team, work with that data, and even export it.

As a marketer, your analytics count. When it comes to sending emails, did you know that you might not be getting all your campaign insights, particularly when your email is sent along to other people outside your initial audience? But not to worry. It's easy to set up and use a "Forward to a friend" link to make sure you're capturing those analytics. Plus, you can make sure your new recipients have the same excellent inbox experience with your marketing efforts as your original audience.

Soon, we’ll be seeing many of the features mentioned in Microsoft’s Dynamics 365 and Power Platform 2024 Release Wave 1 Plans--a lot of items will become generally available in April. While they may not be here just yet, there are a few things standout features that we think lots of CRM users will find value in.

An often-overlooked built-in feature in Dynamics GP is Refund Checks, and it promises to streamline the normally tedious (if not difficult) process of refund checks.

As part of the 2024 Release Wave 1, Dynamics 365 CRM has been updated with a new modern look and feel. Early access to the New Look was rolled out in February 2024, with general availability in April 2024.

The New Look brings upon visual changes to make Dynamics 365 sleeker, more modern, and more intuitive to use. Here’s a breakdown of the subtle yet impactful changes you can expect to see.

Release Wave 1 of 2024 is coming in April, and the plans have been out since January. We’re gearing up for the update by reviewing the plans and testing features in a sandbox environment as they move into preview. Let’s review some of our most highly anticipated features, specifically for the Jobs module.

It’s important to test your system to ensure the update will not interfere with your processes and, most importantly, system customizations and extensions. It is crucial to test the transactions that use any of your customizations or extensions early in a sandbox environment, lest they break in production and halt your business processes. So, we’ve put together a checklist of recommended tests to perform after Business Central is updated to the latest version, with those release wave changes.

Both Gmail and Yahoo have recently implemented measures to ensure that bulk email senders provide an easy, visible one-click option to unsubscribe within all promotional emails. For businesses using Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing), ensuring compliance is super simple. In addition to the normal subscription center links with which you are probably familiar, Microsoft has added a new one-click unsubscribe feature.

If your company uses Microsoft business solutions such as Dynamics 365 Sales or Business Central, you’ve probably been seeing Copilot in your app recently. Copilot is Microsoft’s answer for how to begin integrating AI into your normal business processes and includes a variety of tools to improve efficiency, such as providing summaries and generating email content ideas.

Make the most out of GP with the Professional Services Tool Library, a built-in catalogue of additional tools, capabilities, and shortcuts that allows you to more quickly view, combine, modify, and make system changes in all core modules of GP.

Permissions errors can be triggered doing pretty much anything in Business Central, but where your employees may get error messages will vary based on the permissions assigned to them. Luckily, most permission errors actually show you where the error originated and, therefore, you have the means to resolve that error.

Several new features have released, which you can review and track via the Microsoft’s Release Planner, which allows you to effectively plan for new features that will be added to the stack of Dynamics 365 and Power Platform applications.

Note that these are features that were announced with 2023 Release Wave 2. Some features have already been made generally available since their release, but some other features will be made available for public preview in March 2024.