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
Integrating SharePoint with Dynamics 365 lets you store, access, and manage documents directly from CRM records while keeping files in SharePoint’s dedicated storage rather than consuming Dataverse capacity. The integration adds version control, compliance... 
by Warren Butler | Jul 8, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
Business Central includes CRM features alongside its core ERP functionality, which raises a reasonable question: Is a separate CRM application necessary? This article compares the CRM capabilities of Business Central and Dynamics 365 Sales across lead management,... 
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...