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... 
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
We often assist Dynamics 365 administrators in freeing up Dataverse storage space, but a new challenge has emerged with Copilot transcripts. While Copilot save time and creates efficiency, it also consumes cloud storage capacity. Understanding Copilot Storage in... 
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 benefit sellers and sales managers. Increased Efficiency in Sales...