A read-only CRM endpoint for scoring outside the desktop

by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM

Skills that read the CRM only ran on the machine holding the CRM connection, because that connection is a local process rather than an account level integration. A scoring skill therefore could not run in a browser session or on a schedule, whatever else was available...

Choosing what runs the AI layer in the CRM sales process

by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM

Microsoft is withdrawing the AI Builder credits that come seeded with Power Platform and Dynamics licences on 1 November 2026, and new customers can no longer buy the capacity add-on. The AI layer planned for the sales process was costed against an entitlement that...

Asking whether a partner is involved, instead of inferring it

by site-publisher | Sep 1, 2026 | Microsoft Dynamics 365 CRM

A step in the sales process was deciding whether a partner was in a deal by looking at who would deliver the work. Those are different questions, and the answer to one is not the answer to the other. The process now asks the question directly, early in the Awareness...

A signature defect that three mailboxes agreed was not there

by site-publisher | Aug 31, 2026 | Microsoft Dynamics 365 CRM

A CRM email signature was rendering its logos centred instead of left aligned, and the usual way of checking said it was fine. What makes it worth writing up is not the fix, it is that the check itself was blind. The same message looks correct in Outlook whichever...

The search index was rewriting U.S. as US, so results did not match the page

by site-publisher | Aug 31, 2026 | Authgnosis Website

The Insights page at authgnosis.com/insights/ searches 225 records across the site. One of them read Can you work in the US? while the page it linked to read Can you work in the U.S.? The cause was a normalisation step that was correct for matching and wrong for...

Three CRM automations passed their tests without running the code that had just changed

by site-publisher | Aug 24, 2026 | Microsoft Dynamics 365 CRM

Four sales process automations in Dynamics 365 were repaired in one day. What made the day worth writing up is not the repairs, it is that three of them reported success while the branch they added had never executed once. Each fault was found by asking which test...