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
Integrating SharePoint with Dynamics 365 enhances document management directly within your Dynamics app. Microsoft excels at connecting its tools, such as SharePoint and Dynamics, through native integration. This post explores how the integration works to boost... 
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 for your business. This article provides a high-level overview of each module to help you make... 
by Daniel Norris | Jun 26, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform, Security
We had the opportunity to sit down with one of our experienced consultants to discuss their insights and best practices for working with Microsoft Dynamics 365 and the Power Platform. They have a deep knowledge of building software solutions across Microsoft products... 
by Warren Butler | Jun 21, 2024 | Copilot, CRM, Dynamics Features, Insights, Power Platform, Storage
As a Dynamics 365 administrator, are you continually seeking ways to optimise your environments to minimise storage costs? We often assist administrators in freeing up storage space, but a new challenge has emerged with the tools designed to boost productivity: the... 
by Warren Butler | Jun 18, 2024 | CRM, D365 Sales, Dynamics Features, Insights
Conversation Intelligence transcribes calls and analyses sentiment and behavioural styles to provide insights in Dynamics 365 Sales. This article examines how the Conversation Intelligence feature helps sellers and sales managers improve performance. Benefits of...