Tips & guides for Dynamics users
Browse Dynamics power tips and user guides
Remove Secondary Axis on Dynamics 365 Charts
If you’ve just added a second series to a Dynamics 365 chart or a report and there’s no need for a secondary…
Dynamics 365 Sales : What’s New – October 2022
Here’s our run down of Microsoft’s wave 2 updates to Dynamics 365 Sales. They’re set to be released between September & March…
Dynamics 365 Business Central : What’s New – Sept 2022
In Business Central‘s 2022 wave 2 release, Microsoft are focusing on: Improving onboarding by offering the best apps to get them started…
How to Create NPS Surveys in Customer Voice
The Net Promoter Score is a measure of how well your company is liked and its potential for growth. Microsoft’s form and…
Integrating Your Ecommerce Store With Dynamics
Integrating WooCommerce, Shopify or Magento With Dynamics Many companies operate an online store separately from their CRM / ERP system. As your…
How To Add Power BI Reports to Dynamics
In our previous post we looked at the built-in reporting options available in Dynamics. These are a great starting point, but you…
Reports in Dynamics 365 : An Introduction
A step-by-step guide to running reports in Dynamics This guide will show you how to use simple Microsoft tools to create reports…
Administer Dynamics 365 with Power Platform and Power Apps
When Microsoft Dynamics 365 online was first created, administering the system was slow, with many settings hidden under complex menus. This made…
How to Use Modern Advanced Find in Dynamics 365
Advanced find in Dynamics 365 is changing! Do you use advanced find (the filter icon) this to create views and find records?…
Dynamics 365 Customer Insights (Marketing) FAQs : Sending emails
Our frequently asked questions about customer journeys, segments and deliverability in Dynamics 365 Customer Insights (Marketing) When do customer journeys start sending…
Dynamics 365 Business Central : What’s New – April 2022
In 2022 release wave 1, Microsoft are focusing on Helping users get to productive usage faster, by providing in-app improvements to help…
Dynamics 365 Sales : What’s New – April 2022
Here’s our selection of Microsoft’s updates to Dynamics 365 Sales. They’re set to be released between April and September 2022 Share records…
Dynamics 365 Marketing: What’s New – April 2022
Here’s what improvements you can expect between April 2022 and September 2022 if you use Dynamics 365 Marketing. The updates are part…
How To Create Simple Text Emails in Dynamics Marketing (Customer Insights)
Dynamics 365 Marketing (Customer Insights) has a great drag and drop editor, which is simple to use and produces great looking emails….
Dynamics 365 Marketing FAQs : Creating emails
Dynamics 365 Marketing is now called Dynamics 365 Customer Insights The questions we’re most often asked about building emails in Dynamics 365…