Tips & guides for Dynamics users
Browse Dynamics power tips and user guides
Dynamics 365 Marketing FAQs : Setting up Marketing
Dynamics Marketing is now known as Dynamics 365 Customer Insights Here’s the most popular questions we’ve heard about about Dynamics 365 Marketing…
Fixing Broken Business Processes: A Practical Guide
Broken processes cost time, money and energy. When systems don’t fit the way people work, staff create workarounds, data becomes unreliable, and frustration grows. With the right improvements, you can reclaim wasted hours, boost productivity, and build happier, more motivated teams who trust the tools they use….
Is your CRM costing you millions? Discover the solution.
Is your customer data spread across files, documents, spreadsheets, subscriber and mailing databases, your CRM, finance and quoting system?
How many times do you store customer email or name, is it the same in each system?…
Embrace CRM for Business Growth: Why Spreadsheets Limit Your Business Growth
Excel, Word, databases, contact systems, and sales management systems… Every time you use one of these in your business, it limits your…
Changes to Dynamics 365 Sales – Wave 2 2021
Microsoft release updates to Dynamics 365 twice a year – in April (wave 1) and October (wave 2). There are a large…
How to Send Customer Voice Surveys with Dynamics 365
You might want to send surveys to your customers to get feedback about Or you might want to send out a poll…
How to Create Subscription Centres in Dynamics 365 Marketing
Email subscription management using Dynamics 365 Marketing NOTE: Dynamics 365 Marketing is now called Dynamics 365 Customer Insights Subscription centers are webpages…
Which Dynamics 365 Licence Type Should I Choose?
This focuses on Dynamics 365 Sales and Dynamics 365 Customer Service, but the principles apply to Field Service also. Business Central licencing…
How do I Streamline My Business?
Manufacturing businesses know that it’s critical to improve process efficiency. The same goes for service and sales businesses. Shaving minutes off answering…
Improvements Coming to Dynamics 365 this Autumn
Microsoft have announced updates to Dynamics 365 and Power Platform As part of their biannual release plan. This Autumn’s wave 2 release…
Licence-Free Access to Dynamics 365 for Teams Users
Microsoft Teams users will be able to view and edit Dynamics 365 data in Teams without extra licences. Microsoft made this announcement…
Overcoming Dynamics 365 Editable Grid Limitations
Microsoft Dynamics and many other CRMs use grids to display data. Grids are a convenient way of listing many records on one…
Microsoft Dynamics Chat with Power Virtual Agents
Do you need chat on your website? We’re seeing chat evolve in the same way that Interactive voice response (IVR) did in…
Dynamics 365 Usage Statistics: 2 Ways to Monitor User Adoption
Dynamics 365 usage statistics tell you who’s using your CRM, how often and how deeply. That’s important because licences are expensive and…
Dynamics 365 Marketing : What’s New – April 2021
During April and May 2021 Microsoft begin rolling out updates to Dynamics 365 Marketing. This is part of their regular release cycle…