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November 17, 2022

Faster List Navigation in Dynamics Using Open Recordset : Beginners Dynamics Sales

Navigating up and down a list or subgrid of records is faster than it’s ever been when you use Open Recordset. Here’s a…

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Dashboard View Records
November 10, 2022

Dynamics 365 Dashboards – View Records to explode into chart and view mode

Beginners Dynamics 365 Sales Course – lesson 5 A quick tip – one that maximises your use of dashboards. Expand your analysis…

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Views and reporting in Dynamics
October 27, 2022

Dynamics 365 Views and Personal Views… build your own ad-hoc reports.

This time it’s all about creating your own views/list filters and saving them as personal views – here’s a 5 minute video,…

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October 20, 2022

How To Create Charts in Dynamics 365 Sales

This week it’s all about creating your own personal charts to explore your data and build reports – here’s a 5 minute…

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October 13, 2022

An Introduction to Charts in Dynamics 365

Top tips for understanding your data This week it’s all about using and building charts to explore your data and build reports…

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