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Dynamics 365

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A beginner's guide to Business Central - read online or by email

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Browse Dynamics power tips and user guides

Wave 2 updates 2022

Dynamics 365 Sales : What’s New – October 2022

Here’s our run down of Microsoft’s wave 2 updates to Dynamics 365 Sales. They’re set to be released between September

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Business Central Sept 22

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

In Business Central‘s 2022 wave 2 release, Microsoft are focusing on: Improving onboarding by offering the best apps to get

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How to Create NPS Surveys in Customer Voice

The Net Promoter Score is a measure of how well your company is liked and its potential for growth. Microsoft’s

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Integrate Ecommerce Store & Dynamics)

Integrating Your Ecommerce Store With Dynamics

Integrating WooCommerce, Shopify or Magento With Dynamics Many companies operate an online store separately from their CRM / ERP system.

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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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