Tips & guides for Dynamics users
Browse Dynamics power tips and user guides
How to Work Offline with Dynamics 365
You can use Dynamics 365 when you’re not connected to the internet AND it’s not a big deal to setup. …
How AI is Changing Customer Service
Customers are expecting more, and Dynamics 365 AI now delivers AI-driven customer service solutions. When your customers contact you for help with…
How to Move to Microsoft Dynamics 365 Unified Interface
If you’re a Dynamics 365 user, Microsoft may have told you they are automatically updating your system to the Unified Interface What…
How To Scan Business Cards in Dynamics 365
The business card scanning feature in Dynamics 365 makes inputting contact data easy. As a Microsoft Dynamics 365 Sales user, you’ll know…
Comparing Sage 50 and Business Central
Many small businesses begin their life using Sage 50. Often starting on the Essentials package them moving up to Standard and finally…
Simplifying Microsoft Dynamics 365 Pricing
A clear guide to Microsoft’s new pricing structure, introduced in October 2019…
5 Reasons Why Business Central Beats Sage
5 Reasons Why Business Central Beats Sage Sage and Microsoft boast a strong portfolio of systems to run your business with Are…
Duplicate Detection Rules Disabled After Hotfix
Microsoft Dynamics 365 Tips Have you noticed that your duplicate detection rules have been disabled without your knowledge? We’ve discovered that the…
Automate Welcome Emails With Dynamics 365 Marketing
Dynamics Marketing is now called Dynamics Customer Insights What happens when someone completes the newsletter sign up form on your website? Have…
PowerWebForm – Assigning Ownership of leads
Are you using PowerWebForm to collect new leads from your website? Wouldn’t it be great you could assign leads to a specific…
Supercharge Your Mail Merges
Do you send important emails and documents to your customers? Yes. Did you know the world’s most powerful mail merge system does…
Can You Trust Your Sales Figures? Here’s How to Be Sure
Can you confidently report on each stage of your sales pipeline? Let’s say your pipeline has the following stages: Are you sure you know And…
How to Manage Service Level Agreements. Properly
Do you agree levels of service with your customers? Good customer service is no longer good enough, the best businesses deliver excellent service on time, every time… your customers expect this….
So, You Think Dynamics 365 is Not for Small Businesses?
It’s happened again… Another small business (SMB) owner I met lost hours of their life fixing a spreadsheet. They couldn’t understand how…
Want your CRM project to actually work? Stop thinking about software.
The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you make sure…