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Tips & guides for Dynamics users

Browse Dynamics power tips and user guides

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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dynamics and customer voice

Dynamics 365 and the Power of Feedback: Customer Voice

Why listen to your customers? Listening to your customers isn’t just about gathering a few online reviews or going through

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How To Use AI to Boost Sales Efficiency: A Guide for Microsoft Dynamics

Use AI in Microsoft Dynamics to support your sales team

There is a revolution happening in AI. As a small business owner, you can use it to your advantage to

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speed up Dynamics

How to Fix Slow Dynamics 365 Performance

If your Dynamics 365 system is running slowly, there are many things you can do to help with Dynamics optimisation

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Hidden Marketing Features Dynamics Sales

Hidden Marketing Features of Dynamics 365 Sales

How to Use Dynamics 365 Sales for marketing without buying Dynamics 365 Marketing (Customer Insights) Includes HTML email editorsMarketing automation

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Setting Up User Permissions in Business Central

Your users need permissions to use Business Central. Controlling who can access which areas of the system via permissions is

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How To Run Marketing Campaigns With Dynamics 365 Sales

How To Run Marketing Campaigns With Dynamics 365 Sales

How to Use Dynamics 365 Sales to create marketing campaigns without buying Dynamics 365 Marketing Microsoft recently released Dynamics 365

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Business Central wave 1 2023

Dynamics 365 Business Central : What’s New – March 2023

In Business Central‘s 2023 wave 1 release, Microsoft have released lots of time saving improvements to the system Application In

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Dynamics wave1 2023 sales

Dynamics 365 Sales : What’s New – March 2023

Here’s our run down of Microsoft’s wave 1 updates to Dynamics 365 Sales. They’re set to be released between April

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How Do I Reduce Storage Space Use in Dynamics 365?

So, you’ve just had notification from Microsoft that your Dynamics storage is full. Not the best news! There’s more details

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I just received Immediate action required: Out of File/Database/Log capacity, what do I do? First of all, don’t panic. You can continue to use your system as

My Dynamics 365 Storage is Out of Capacity, What Can I Do?

So, you’ve received an email from Microsoft with the subject “Immediate action required: Out of File/Database/Log capacity”. What do you

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Remove Secondary Axis in Dynamics 365 reports

Remove Secondary Axis on Dynamics 365 Charts

If you’ve just added a second series to a Dynamics 365 chart or a report and there’s no need for

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