by Daniel Norris | Jul 30, 2024 | Advice, Digital Transformation, Insights, Power Platform
With a low-code platform, Power Apps shortcut lengthy development cycles and eliminate the need for highly skilled technical teams to create applications. This platform provides agility with data-driven applications that can scale quickly. With its low code tools,... 
by Warren Butler | Jul 29, 2024 | AI, Copilot, CRM, D365 Sales, Dynamics Features, Insights
You don’t need to be a wizard in prompt engineering to wield the power of AI in Dynamics 365. Meaningful insights and time-saving benefits can start with a simple query. If you are new to Copilot in Dynamics 365 or unsure how it can help, this article showcases... 
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. We’re excited to see what’s coming soon and looking forward to testing the new features. In this article,... 
by Daniel Norris | Jul 17, 2024 | Advice, CRM, D365 Sales, Insights
The short answer is Yes. There are numerous ways that people can access their Dynamics 365 apps, each with their positives and restrictions. Let’s dive in and explore how you can use your mobile devices on Dynamics 365. We’ve tested the applications running on... 
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...