Tips & guides for Dynamics users
Browse Dynamics power tips and user guides
How to prepare for a QuickBooks to Business Central migration
Preparing for a QuickBooks to Business Central migration means getting your data, your team and your decisions in order before the technical…
Dynamics 365 Business Central : What’s New – Spring 2026 Wave 1
In this release, Business Central becomes an autonomous business partner that proactively handles your paperwork. New AI agents will now automatically process customer orders and…
Dynamics 365 Field Service : What’s New – Spring 2026 Wave 1
In this release, Dynamics 365 Field Service and Power Apps transform into a performance-driven mobile toolkit designed to keep you in the…
Dynamics 365 Sales : What’s New – Spring 2026 Wave 1
In this release, Dynamics 365 Sales shifts from being a simple record-keeping tool to a proactive “system of action” that works for…
Why Integrate eSignatures with Microsoft Dynamics 365
You’ve sent the quote. The customer seemed keen. Then… silence. A day passes. Then another. You send a polite nudge. Nothing. You…
Dynamics 365 Glossary – Core Terms
User Interface What is a Form in Dynamics 365? A Form is the layout that displays fields and data for a record….
Dynamics 365 Glossary – Advanced terms
Security & Access What is a User in Dynamics 365? A User is an individual with access to a Dynamics 365 environment….
Dynamics 365 Business Central : What’s New – Autumn 2025 Wave 2
This is an AI generated summary of Microsoft’s wave 1 updates to Business Central, it’s designed to be a useful reference for…
Dynamics 365 Sales : What’s New – Autumn 2025 Wave 2
This is an AI generated summary of Microsoft’s wave 2 updates to Dynamic 365 Sales, it’s designed to be a useful reference…
Using Smart Paste in Dynamics 365
You may have heard about smart paste in Dynamics and it seems very useful, but are there any practical applications for it?…
How To Find Dynamics Records Faster Using Natural Language Search
Find and filter records by describing in plain English what you want Dynamics to show Microsoft have released a new feature in…
Dynamics 365 Business Central : What’s New – Spring 2025 Wave 1
This is an AI generated summary of Microsoft’s wave 1 updates to Business Central, it’s designed to be a useful reference for…
Dynamics 365 Sales : What’s New – Spring 2025 Wave 1
This is an AI generated summary of Microsoft’s wave 1 updates to Dynamic 365 Sales, it’s designed to be a useful reference…
Managing Products in Dynamics 365
This post looks at how to manage products once you’ve set them up. To find out about how to set up products…
How To Add Products in Dynamics 365
If you add your product catalogue to Dynamics Sales, your sales team can use it add products to opportunities and orders. Before…