by Warren Butler | Jul 29, 2024 | AI, Copilot, CRM, D365 Sales, Dynamics Features, Insights
You don’t need to be an expert in prompt engineering to wield the power of AI in Dynamics 365 Sales. This article looks at prompts you can use to save time and boost efficiency by generating actionable insights from your data. Accessing Copilot Chat in Dynamics... 
by Warren Butler | Jul 19, 2024 | Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?
On 16th July, Microsoft unveiled its 2024 Release Wave 2 plans detailing the latest features planned for release between October 2024 and March 2025. In this article, we’ve provided a bite-sized overview, highlighting 33 announcements across the 2024 Release Wave 2... 
by Daniel Norris | Jul 17, 2024 | Advice, CRM, D365 Sales, Insights
There are numerous ways you can access Dynamics 365 apps on a mobile device, each with their positives and restrictions. We’ve tested applications running on both Google Android and Apple iPhone devices. Anyone with a Dynamics 365 licence can access it using... 
by Warren Butler | Jul 12, 2024 | CRM, Dynamics Features, Insights
Understanding views is essential for effectively using Dynamics 365. If you’re new to Dynamics, this post will guide you through the basics of working with read-only grids. In Dynamics, views display lists of records for each table, such as accounts, contacts, leads,... 
by Daniel Norris | Jul 11, 2024 | Advice, CRM, Insights
Enhance your document management by integrating SharePoint with Dynamics 365. This post explores how the integration works to boost productivity, security, and compliance. Associate SharePoint documents with Dynamics 365 records Forms for standard entities, such as... 
by Warren Butler | Jul 8, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
With Microsoft Dynamics 365 Business Central and Dynamics 365 Sales both offering customer relationship management capabilities, you may be wondering which is the best fit. This article provides a high-level overview of each module to help you make an informed...