Each April and October, Microsoft release new features and improvements for Dynamics 365. Two months before the release, Microsoft publish details of the changes. We’ve had a read and summarised […]
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All about data and Microsoft Dynamics 365
How to Work Offline with Dynamics 365
You can use Dynamics 365 when you’re not connected to the internet AND it’s not a big deal to setup.
Read MoreHow AI is Changing Customer Service
Customers are demanding more When your customers contact you for help with a problem or for advice, the queries will come from many different channels, in many formats. Without a […]
Read MoreHow to Move to Microsoft Dynamics 365 Unified Interface
If you’re a Dynamics 365 user, Microsoft may have told you they are automatically updating your system to the Unified Interface What is the Unified Interface? The Unified Interface is […]
Read MoreBusiness Card Scanning Slashes Inputting Time in Dynamics 365
The new business card scanning feature in Dynamics 365 makes inputting contact data easy. As a Microsoft Dynamics 365 Sales user, you’ll know how much time you can waste inputting […]
Read MoreSimplifying Microsoft’s Dynamics 365 Licencing – Oct 2019
A clear guide to Microsoft’s new pricing structure, introduced in October 2019
Read More5 Reasons Why Business Central Beats Sage
Five Reasons Why Business Central Beats Sage Sage and Microsoft boast a strong portfolio of systems to run your business with As businesses grow, they often find Sage 50 doesn’t […]
Read MoreDuplicate Detection Rules Disabled After Hotfix
Microsoft Dynamics 365 Tips Have you noticed that your duplicate detection rules have been disabled without your knowledge? We’ve discovered that the rules are disabled whenever a new version of […]
Read MoreAutomate Welcome Emails With Dynamics 365
What happens when someone completes the sign up form on your website? Have you ever put yourself in the shoes of a customer and filled out the form? I bet […]
Read MorePowerWebForm – Assigning Ownership of leads
Are you using PowerWebForm to collect new leads from your website? Wouldn’t it be great you could assign leads to a specific user in your organisation, rather than to the […]
Read MoreSupercharge Your Mail Merges
Do you send important emails and documents to your customers? Yes. Did you know the world’s most powerful mail merge system does this: Merge any field in your system to […]
Read MoreAre You Sure About Your Sales Figures? Do You Want to be?
Can you confidently report on each stage of your sales pipeline? Let’s say your pipeline has the following stages: Qualify Discuss Propose Negotiate Close Are you sure you know How many leads do […]
Read MoreHow to Manage Service Level Agreements. Properly
Do you agree levels of service with your customers? Good customer service is no longer good enough, the best businesses deliver excellent service on time, every time… your customers expect this.
Read MoreSo, You Think Dynamics 365 is Not for Small Businesses?
It’s happened again… Another small business owner I met lost hours of their life fixing a spreadsheet. They couldn’t understand how costs on the Excel estimate were different to the […]
Read MoreGet These Right and Your CRM Project Will Fly
The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you make sure you’re in the 4 out of 10 – […]
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