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Why a corrected email signature kept sending the old one

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

A signature record was patched, verified clean, and kept arriving in inboxes with its original content. Four attempts across two working sessions had corrected the wrong thing. The signature is stored in three columns. Insert Signature reads two of them, and every...

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 AI skills study now reports its own state every week

by site-publisher | Aug 31, 2026 | Automation

The weekly AI skills study has produced a figure since early August. What it could not do was tell anyone how it was getting on. Its only outbound channel was an alarm that fired when something went wrong, and that channel had been broken since the day it was written,...
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