Real-time Segments in Customer Insights—Journeys are not so different from those you may have created in other marketing applications (or, for seasoned Dynamics 365 Customer Insights users, the now-depreciated outbound area of the app). However, the differences in the designer canvas, paired with the overall differences to consent in Real-Time Marketing, made us think a brief tutorial was in order. So, without further ado, let’s discuss how to create a new audience segment that you can use within your customer journeys.

Community Summit North America is right around the corner, and there’s still time to register for your all-access pass, Academy Courses, GP to BC Migration Preconference, and more!

Community Summit North America is the largest independent Microsoft business app conference, connecting users, Partners, ISVs, and business application experts across all industries and experience levels. There are so many things to do during the conference, so let's dive into how to prepare to get the most out of your experience at Community Summit 2025.

When you send an email, the IP server that sends it is available to each server that processes that message, meaning the location from which the email is sent is traceable back to you. Why is this important to know? A collection of third-party watchdog organizations monitors activity, message content, and complaints associated with that sending address. So, how do you avoid sending your marketing emails to spam?

Microsoft’s virtual assistant, Copilot, has not only been embedded into various Microsoft applications, it is also now in Microsoft’s browser, Edge. Integrated right into the task bar, Copilot in Edge includes time-saving tools such as summarizing web pages, answering questions, drafting text, and more—all without having to leave your browser window. As Copilot continues to evolve, we are putting it to the test in various Microsoft applications to see which features are the most useful.

Microsoft’s AI assistant, Copilot, is now embedded into most of their products, and Word is no exception. Although Copilot’s development is ongoing, there are already some useful features we want to highlight because they can speed up Word document creation.

In today’s marketing world, email has proven to be one of the most effective ways to reach and engage with customers. In Dynamics 365 Customer Insights – Journeys, users can access powerful tools that facilitate targeted and timely communications. But these tools are only a portion of the equation.

Microsoft Copilot is incredibly handy for assisting you with tasks. Whether you’re drafting an email, requesting information, or need a lengthy document summarized, Copilot can certainly take some work off your plate. However, it is important to remember that Copilot is still in its early stages of development, and it will not always perfectly comprehend everything it is asked to do.

By now, you’ve probably at least heard of Microsoft’s AI Assistant, Copilot. It’s been integrated into many of Microsoft’s business and office applications, bringing features designed to streamline your work and boost productivity.

If you’re a marketer using Dynamics 365 Customer Insights – Journeys, you’re no doubt aware that Microsoft is removing the Outbound marketing module on June 30th, 2025. With just over a week to prepare, we’re here with some tips to help anyone who hasn’t started preparing for the transition yet. Remember, your transition must be completed before June 30^th to prevent any disruptions to your marketing activities.

A Dynamics 365 implementation is a significant investment for any organization. It requires a lot of planning and resources to get off the ground, and with investments of this scale, you want to be positive that you’re getting what you’re paying for--a new implementation that brings value to your organization. It should simplify your tasks and save you time with improved and streamlined processes. Though every business is unique, there are some typical pitfalls that organizations can avoid to prevent implementation issues and ensure a smooth and successful rollout. It’s best to avoid implementation issues instead of dealing with them when they arise! 

Imagine for a moment that you’ve invested a lot of time, money, and resources into a software implementation that is supposed to help your business function more effectively. Now, imagine that the system you’ve invested in isn't meeting your expectations for some reason, or mid-implementation, you realize it is not going as you had hoped. If this has ever happened to you, you know how frustrating this scenario can be, especially with high stakes such as financial losses, excessive downtime, and flustered employees. What was meant to be a helpful solution has become an expensive headache.  

Did you know that there’s a way to make Business Central even more efficient? A simple, yet powerful tool is available to further streamline your experience as a Business Central user—the Excel add-in. This integration enables users to view, manipulate, and share data with ease, flexibility, and control. The structure of Business Central and the familiarity and versatility of Excel join forces in the Excel add-in, allowing users to experience the best of both worlds.

The recent tariff announcements in the US have thrown a lot of people into a spiral of panic about the impacts on individuals and businesses alike. We wanted to take a moment to share this great resource that breaks down tariff impacts by industry, along with recent updates and a timeline of trade actions.

In the case of learning to use Microsoft’s Business Central application, you can utilize Microsoft Learn, Microsoft documentation, and the guided tours and tool tips provided in Business Central to expand your knowledge. To even further simplify and streamline the learning process, Copilot now has the ability to deliver specific information directly to you, guide you through processes step-by-step, and even provide data analyses to help you understand and utilize your data. Whether you’re brand new to Business Central or wanting to expand your existing skills, Copilot can bring you up to speed. 

Microsoft Dynamics 365 Sales offers a package of in-app marketing features to assist with customer engagement, lead generation, and increasing sales. These features enable sales teams to create outreach campaigns, track interactions with customers, and turn your leads into loyal customers.

When release waves are announced, Microsoft also publishes documentation to help users understand what’s coming; however, this documentation includes all features in the wave, and you may not always have time to dive headfirst into that particular pool. For your convenience, our consultants here at Syvantis have reviewed the release wave and plucked a few of the gems that we’re most excited about and believe will impact users the most.

Microsoft is continually developing and improving its applications to stay current with the latest technology advances and customer needs. These new or updated features are announced twice a year and then released over the next several months. The easiest way to review and track individual feature plans is the infinitely helpful Release Wave Planner tool or the full release wave documentation. We encourage you to use the release wave planner, where you can sign in, save features you’re interested in, and keep track of general availability. 

Microsoft’s twice-yearly release waves are highly anticipated. They include features across Dynamics 365 and Power Platform applications, and they are packed with improvements and brand new features, some of which are requested from app users themselves.  

The Microsoft business application ecosystem provides a comprehensive array of applications that integrate seamlessly to support businesses of any size. Microsoft boasts a unified business and productivity application platform that is scalable, reliable, and integrated, enabling organizations to work smarter, not harder. This ecosystem optimizes operations while remaining current with technology. So, let’s talk about a couple of the big benefits to joining (or further engaging with) the Microsoft ecosystem--from built-in AI capabilities to automation features to advanced security.

Whether you’re just beginning to familiarize yourself with Microsoft’s Business Central or you’re a long-time user in search of a refresher, we are here to provide you with some assistance to help you effectively navigate the system. Let’s explore some helpful tips and tricks that will assist you in streamlining your workflow and increasing productivity.