News & Insights for CRM & Digital Processes

Long-term archiving in Dataverse moves older CRM data out of active storage. This reduces storage requirements and can lower ongoing storage costs. Data relationships, interfaces and future access should be reviewed before archiving.

With the 2025 release wave, Microsoft is expanding Copilot in Dynamics 365. AI-powered summaries deliver fast context on records, activities, and histories directly within the form.

With the Sales Qualification Agent, Microsoft is expanding Dynamics 365 Sales. The AI assistant researches leads, evaluates potential, and supports sales teams with initial contact.