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Browse Dynamics power tips and user guides

Embedding PowerBI reports in Dynamics

How To Add Power BI Reports to Dynamics

In our previous post we looked at the built-in reporting options available in Dynamics. These are a great starting point,

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Reports in Dynamics

Reports in Dynamics 365 : An Introduction

A step-by-step guide to running reports in Dynamics This guide will show you how to use simple Microsoft tools to

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Administer Dynamics 365

Administer Dynamics 365 with Power Platform and Power Apps

When Microsoft Dynamics 365 online was first created, administering the system was slow, with many settings hidden under complex menus.

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Advanced Find Becomes Modern Advanced Find : What does that mean for me?

How to Use Modern Advanced Find in Dynamics 365

Advanced find in Dynamics 365 is changing! Do you use advanced find (the filter icon) this to create views and

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Sending Emails in Dynamics

Dynamics 365 Customer Insights (Marketing) FAQs : Sending emails

Our frequently asked questions about customer journeys, segments and deliverability in Dynamics 365 Customer Insights (Marketing) When do customer journeys

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Business Central Updates

Dynamics 365 Business Central : What’s New – April 2022

In 2022 release wave 1, Microsoft are focusing on Helping users get to productive usage faster, by providing in-app improvements

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Dynamics 365 Sales : What’s New – April 2022

Here’s our selection of Microsoft’s updates to Dynamics 365 Sales. They’re set to be released between April and September 2022

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Marketing Wave 2

Dynamics 365 Marketing: What’s New – April 2022

Here’s what improvements you can expect between April 2022 and September 2022 if you use Dynamics 365 Marketing. The updates

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Simple text emails featured image

How To Create Simple Text Emails in Dynamics Marketing (Customer Insights)

Dynamics 365 Marketing (Customer Insights) has a great drag and drop editor, which is simple to use and produces great

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Creating Emails

Dynamics 365 Marketing FAQs : Creating emails

Dynamics 365 Marketing is now called Dynamics 365 Customer Insights The questions we’re most often asked about building emails in

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Dynamics Marketing FAQs

Dynamics 365 Marketing FAQs : Setting up Marketing

Dynamics Marketing is now known as Dynamics 365 Customer Insights Here’s the most popular questions we’ve heard about about Dynamics

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Business processes

Fixing Broken Business Processes: A Practical Guide

Broken processes cost time, money and energy. When systems don’t fit the way people work, staff create workarounds, data becomes
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See your customers as the see you

Is your CRM costing you millions? Discover the solution.

Is your customer data spread across files, documents, spreadsheets, subscriber and mailing databases, your CRM, finance and quoting system? How
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Are Spreadsheets Limiting Your Business Growth?

Embrace CRM for Business Growth: Why Spreadsheets Limit Your Business Growth

Excel, Word, databases, contact systems, and sales management systems… Every time you use one of these in your business, it

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Changes to Dynamics 365 Sales – Wave 2 2021

Microsoft release updates to Dynamics 365 twice a year – in April (wave 1) and October (wave 2). There are

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