Synergy Technology

14/10/2026

Customer service representatives need the right information, but finding it can take time when a case includes multiple conversations, updates and sources of knowledge.

Microsoft documents Copilot capabilities within Dynamics 365 Customer Service that can help representatives find information, summarise cases and conversations and complete customer service tasks.

This can give representatives a clearer starting point. Copilot can help them review the available context, identify relevant knowledge and prepare a response more efficiently.

However, it remains exactly that: a copilot.

It does not replace the representative’s experience, understanding or judgement. The person handling the case still reviews the information, considers the customer’s circumstances and decides how best to respond.

Used appropriately, Copilot can reduce the time spent searching and bring useful information closer to the representative, leaving them better placed to focus on resolving the customer’s enquiry.

Discover how Microsoft Dynamics 365 Customer Service could support your team: https://bit.ly/4zLLrVP

12/10/2026

Having opportunities in your pipeline is one thing. Knowing which ones need attention is another.

When sales information is not recorded consistently, it can be difficult to understand which opportunities are progressing, where conversations have stalled and what your team should focus on next.

Microsoft Dynamics 365 Sales brings leads, opportunities, activities and sales information into one CRM platform. This gives sales teams a clearer view of the pipeline, while helping managers review progress, forecast sales and identify priorities.

At Synergy Technology, we take time to understand your sales processes before helping you shape Dynamics 365 Sales around the way your team works.

Could your team benefit from a clearer, more structured sales pipeline? Explore Microsoft Dynamics 365 Sales with Synergy Technology. https://bit.ly/4dCa3qN

08/10/2026

We’re proud to announce that Synergy Technology has achieved Microsoft’s Small and Midsize Business Management Specialisation, adding to our Microsoft Solutions Partner designation for AI Business Solutions that we received earlier this year.

These accreditations recognise our technical expertise, customer success and continued investment in helping small and medium-sized businesses make better use of Microsoft technology.

These badges provide recognition of the experience and knowledge behind the advice, implementation and ongoing support we deliver across the Microsoft business applications.

Read our latest blog to learn more about these achievements and what they mean for businesses working with Synergy Technology.

🔗 Read the full blog:

Maintaining Microsoft partner status requires continued attention to technical skills and changing programme requirements. This supports our wider commitment

02/10/2026

What if SuperOffice users could access Business Central information from within the CRM?

Harmoniser gives sales teams visibility of relevant transactional data, including balances, invoices, total order values and credit limits. It can also update SuperOffice sales when Business Central quotes are released, including their value, status, currency and order number.

This helps your team make informed decisions using sales and financial information from connected systems.

Speak to our friendly and accessible experts to discuss how Harmoniser could support your SuperOffice users. https://bit.ly/3OrjTih

02/10/2026

Is manual finance administration taking time away from more valuable work?

Re-entering data, reconciling information from different sources and moving between separate systems can add unnecessary work for finance teams.

Microsoft Dynamics 365 Business Central brings financial management and wider business information into one system.

It supports areas including general ledger, accounts payable, accounts receivable, cash management and fixed assets, while connecting with familiar applications such as Excel, Outlook and Teams.

At Synergy Technology, we can review how your finance team currently works and help you identify where Business Central could reduce manual processes and improve access to reliable information.

Talk to us about the challenges facing your finance team. https://bit.ly/3OrjTih

01/10/2026

If teams are moving between separate spreadsheets, disconnected applications and duplicated records, everyday tasks can become slower and information can be harder to trust.

Microsoft Dynamics 365 Business Central brings finance, sales, purchasing, stock, projects, service and operations into one
connected platform. It also works with familiar Microsoft applications such as Outlook, Excel, Teams and Power BI.

The result is clearer information, less repeated data entry and better collaboration across the business.

Discover what Business Central could bring together for your organisation. Contact Synergy Technology today to find out more: https://bit.ly/3OrjTih

30/09/2026

What happens when the person who knows a customer’s issue is unavailable?

If updates, next steps and previous conversations are held in personal inboxes or individual notes, another team member may struggle to provide the same level of support.

Microsoft Dynamics 365 Customer Service brings case information, interaction history and shared knowledge together, helping colleagues understand what has happened and what needs to happen next.
This can support clearer handovers, more consistent responses and better continuity for customers, even when teams are busy or colleagues are away.

Do not let incomplete information slow down your customer service team. Speak to our friendly and accessible experts to explore how Microsoft Dynamics 365 Customer Service could give your team the context and confidence to handle every case.

Call 0345 456 0050 or contact us today: https://bit.ly/3OrjTih

30/09/2026

From an ageing on-premise solution to Microsoft Dynamics 365 Sales in the cloud.

See how Synergy Technology helped Document Network Services complete its CRM migration with minimal downtime, supporting more flexible working and reducing reliance on on-site servers.

Read the full migration story: https://bit.ly/4dZwTZm

29/09/2026

Is your sales team spending more time managing data than closing deals?

Microsoft Dynamics 365 Sales helps businesses bring customer information, opportunities and activities together in one connected platform.
- Complete visibility of your sales pipeline
- Better forecasting and decision-making
- Less manual admin and duplicated effort
- Stronger collaboration across teams
- More time focused on customers and growth

When your data is connected, your people can work smarter, respond faster and build stronger customer relationships.
Because successful sales teams need more than data. They need insight.

Get in touch with our team for a no-obligation conversation about whether Dynamics 365 Sales is the right fit for your business. Call us today at 0345 456 0050.

29/09/2026

Planning a move from Dynamics NAV?

Before choosing a Business Central partner, ask how they will handle your data, customisations, integrations, testing, training and ongoing support.

We have put together ten questions to help you compare potential partners and make a more informed decision.

Read the full checklist and discover what to ask before choosing a Business Central partner: https://bit.ly/4hiwrrx