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Browse Dynamics power tips and user guides

Sending Emails with Dynamics 365 Sales

A guide to using emails in Dynamics 365 Sales. IncludesSetting up Dynamics to send and receive emailsHow to compose a

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How to Create a New User in Dynamics 365 Sales

How to Create New Users in Dynamics 365 Sales

To add a new user in Dynamics 365– Make sure they have a user account in Microsoft 365– Assign a

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How To Run Reports In Business Central

How To Run Reports In Business Central

Business Central has powerful built-in reporting, making it easy to report on data from all areas of the system. Examples

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How to Restore Records in Dynamics 365

We’ve all deleted records by mistake in Dynamics. It’s easy to accidentally check an extra box or get an import

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Dynamics 365 Business Central : What’s New – Spring 2024 Wave 1

Manage work orders in Field Service, invoice them in Business Central Use virtual tables to expose more Business Central data

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Dynamics 365 Sales : What’s New – Spring 2024 Wave 1

What’s happening in Spring 2024 with Dynamics 365 Sales and Power Platform New features in detail – Dynamics 365 Sales

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How Do I Set Up a New Company in Business Central?

How Do I Set Up a New Company in Business Central?

Why set up a new company in Business Central? You may want to set up a new company in Business

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Business Central personalisation

How to Personalise the User Interface in Dynamics Business Central

To improve your workflow and boost your productivity, you should customise the user interface in Dynamics Business Central. Understanding the

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How to Track Outlook Emails in Dynamics

Tracking emails from your email programme to your CRM isn’t a feature that’s much talked about, but it’s very useful.

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Who Updated the Field? What the Dynamics Audit Log Tells You

Auditing your Dynamics 365 records maintains data accuracy and compliance.. It’s a systematic way to track and manage changes to

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Customer Insights?

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

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Bringing Telephony to Microsoft Dynamics 365

Voice calls in Dynamics 365

Adding phone calls in Dynamics Customer Service makes life easier for your team and better for your customers If your

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Four Ways to Edit Multiple Records in Dynamics 365

What is bulk editing? In Dynamics 365 Sales, bulk editing means simultaneously making changes to multiple records, without needing to

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Business Central: What’s New – Autumn 2023 Wave 2

Copilot and AI innovation Microsoft say according to their survey “nearly 9 out of 10 workers hope to use AI

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sales wave 2 2023 featured image

Dynamics 365 Sales : What’s New – Autumn 2023 Wave 2

Here’s a run down of updates to Dynamics 365 Sales which you’ll see in your system soon. Note: some of

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