Who Updated the Field? What the Dynamics Audit Log Tells You
Record auditing in Dynamics 365 is vital for maintaining data accuracy and compliance. It’s a systematic way to track and manage changes to data within
All about data and Microsoft Dynamics 365
Record auditing in Dynamics 365 is vital for maintaining data accuracy and compliance. It’s a systematic way to track and manage changes to data within
In July 2023, Microsoft announced the merger of Dynamics 365 Customer Insights and Dynamics 365 Marketing into a new unified offering called Dynamics 365 Customer
What integrating phone calls in Dynamics Customer Service can do for your organisation Many organisations struggle with manual integration of telephony and CRM systems, meaning
What is bulk editing? In Dynamics 365 Sales, bulk editing means simultaneously making changes to multiple records, eliminating the need to edit them individually. This
Copilot and AI innovation Microsoft say according to their survey “nearly 9 out of 10 workers hope to use AI to reduce repetitive tasks in
Here’s a run down of updates to Dynamics 365 Sales which you’ll see in your system soon. Note: some of these improvements only apply to
Why listen to your customers? Listening to your customers isn’t just about gathering a few online reviews or going through some survey responses. It’s about
If you’re a small business owner looking to optimize your sales processes, streamline tasks, and unlock valuable insights, this introduction will help you. In this
If your Dynamics 365 system is running slowly there are many things you can do to help fix the performance problem quickly. Try these ideas
Choosing the right business software can be daunting. There are so many different options available, and it can be hard to know where to start.
How to Use Dynamics 365 Sales for marketing without buying Dynamics 365 Marketing. Includes HTML email editorsMarketing automation Analytics In the first blog post in
Your users need permissions to begin to use Business Central. Controlling who can access which areas of the system via permissions, is a crucial part
How to Use Dynamics 365 Sales to create marketing campaigns without buying Dynamics 365 Marketing Microsoft recently released Dynamics 365 Marketing which is a fantastic,
In Business Central‘s 2023 wave 1 release, Microsoft have released lots of time saving improvements to the system Application In the financials area Microsoft are
Here’s our run down of Microsoft’s wave 1 updates to Dynamics 365 Sales. They’re set to be released between April & September 2023 New Opportunity
Synchronise your WooCommerce orders with Dynamics 365
Synchronise Shopify orders and customer records with Dynamics 365
Synchronise Magento orders and customers with Dynamics 365
Add and synchronise transactions from Xero to Dynamics.
Synchronise QuickBooks accounting data with Dynamics
Lightening fast quote screen for Dynamics
Integrate any of the leading eSignature suppliers with Dynamics
Let your customers view and edit their data without needing a costly Power Apps portal
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What is the Return on Investment for Dynamics 365 Sales?
Moving to Dynamics is a big investment – How can you be sure that your investment will be worth it? Independent research shows that over
Who Updated the Field? What the Dynamics Audit Log Tells You
Record auditing in Dynamics 365 is vital for maintaining data accuracy and compliance. It’s a systematic way to track and manage changes to data within
Should I Move From Dynamics Marketing to Customer Insights?
In July 2023, Microsoft announced the merger of Dynamics 365 Customer Insights and Dynamics 365 Marketing into a new unified offering called Dynamics 365 Customer
