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Dynamics 365

Guides & Resources

Tips & guides for Dynamics users

Choosing the Right System

Guides to help you evaluate and choose

Tips & Guides for Dynamics Users

Practical tips for getting more from Dynamics

Learn Dynamics Sales

A beginner's guide to Dynamics Sales - read online or by email

Learn Business Central

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

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All My Systems

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Browse Dynamics power tips and user guides

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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How to send surveys in Dynamics

How to Send Customer Voice Surveys with Dynamics 365

You might want to send surveys to your customers to get feedback about Or you might want to send out

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Subscription Centres in Microsoft Dynamics 365 Marketing

How to Create Subscription Centres in Dynamics 365 Marketing

Email subscription management using Dynamics 365 Marketing NOTE: Dynamics 365 Marketing is now called Dynamics 365 Customer Insights Subscription centers

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Which Dynamics 365 licence do I need?

Which Dynamics 365 Licence Type Should I Choose?

This focuses on Dynamics 365 Sales and Dynamics 365 Customer Service, but the principles apply to Field Service also. Business

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Streamlining Business

How do I Streamline My Business?

Manufacturing businesses know that it’s critical to improve process efficiency. The same goes for service and sales businesses. Shaving minutes

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Dynamics 365 Wave 2 2021

Improvements Coming to Dynamics 365 this Autumn

Microsoft have announced updates to Dynamics 365 and Power Platform As part of their biannual release plan. This Autumn’s wave

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Licence-Free Access to Dynamics 365 for Teams Users

Licence-Free Access to Dynamics 365 for Teams Users

Microsoft Teams users will be able to view and edit Dynamics 365 data in Teams without extra licences. Microsoft made

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Better Editable Grids in Dynamics

Overcoming Dynamics 365 Editable Grid Limitations

Microsoft Dynamics and many other CRMs use grids to display data. Grids are a convenient way of listing many records

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Microsoft Dynamics Chat with Power Virtual Agents

Microsoft Dynamics Chat with Power Virtual Agents

Do you need chat on your website? We’re seeing chat evolve in the same way that Interactive voice response (IVR)

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Dynamics user statistics

Dynamics 365 Usage Statistics: 2 Ways to Monitor User Adoption

Dynamics 365 usage statistics tell you who’s using your CRM, how often and how deeply. That’s important because licences are

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Dynamics 365 Marketing : What’s New – April 2021

During April and May 2021 Microsoft begin rolling out updates to Dynamics 365 Marketing. This is part of their regular

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omnichannel

What is Omnichannel for Dynamics 365 Customer Service?

What does Dynamics 365 omnichannel customer service actually mean? Put simply we’re talking about giving customers many different ways of

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