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... 
by Warren Butler | Jun 18, 2024 | CRM, D365 Sales, Dynamics Features, Insights
Conversation Intelligence in Dynamics 365 Sales automatically transcribes sales calls, analyses sentiment, and identifies action items, competitor mentions, and tracked keywords from each conversation. For sellers, this means call summaries with suggested follow-up...