Tips & guides for Dynamics users
Browse Dynamics power tips and user guides
How To Get The Most From The Dynamics 365 Timeline
The Dynamics 365 Sales Timeline keeps all your customer interactions organised in one place. You’ll see activities, messages, appointments and updates arranged…
Step-by-Step Guide to Quotes and Orders in Dynamics Sales
How the sales process works in Dynamics Sales Microsoft have designed the sales system in Dynamics to follow the traditional sales process…
Microsoft Dynamics Price Increases October 2024
Microsoft has announced the first price increase for Dynamics 365 products in five years. These increases apply to enterprise level subscriptions only…
How To Use Reminders to Stop Losing Leads in Dynamics
There are many ways to keep on top of leads in Dynamics. Your choice of technique will depend on a few things…
How To Drag and Drop Email Attachments in Dynamics
We’re used to dragging and dropping files onto emails in Outlook, or to move files in File Explorer. However, Dynamics never supported…
Sending Emails with Dynamics 365 Sales
A guide to using emails in Dynamics 365 Sales. IncludesSetting up Dynamics to send and receive emailsHow to compose a simple email…
How to Create New Users in Dynamics 365 Sales
To add a new user in Dynamics 365– Make sure they have a user account in Microsoft 365– Assign a Dynamics licence…
How To Run Reports In Business Central
Business Central has powerful built-in reporting, making it easy to report on data from all areas of the system. Examples include What…
How to Restore Records in Dynamics 365
We’ve all deleted records by mistake in Dynamics. It’s easy to accidentally check an extra box or get an import wrong and…
Dynamics 365 Business Central : What’s New – Spring 2024 Wave 1
Manage work orders in Field Service, invoice them in Business Central Use virtual tables to expose more Business Central data in Dataverse…
Dynamics 365 Sales : What’s New – Spring 2024 Wave 1
What’s happening in Spring 2024 with Dynamics 365 Sales and Power Platform New features in detail – Dynamics 365 Sales Elevate your…
How Do I Set Up a New Company in Business Central?
Why set up a new company in Business Central? You may want to set up a new company in Business Central as…
How to Personalise the User Interface in Dynamics Business Central
To improve your workflow and boost your productivity, you should customise the user interface in Dynamics Business Central. Understanding the user interface…
How to Track Outlook Emails in Dynamics
Tracking emails from your email programme to your CRM isn’t a feature that’s much talked about, but it’s very useful. Microsoft Dynamics…
Who Updated the Field? What the Dynamics Audit Log Tells You
Auditing your Dynamics 365 records maintains data accuracy and compliance.. It’s a systematic way to track and manage changes to data within…