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Browse Dynamics power tips and user guides

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

Why you need usage statistics for Dynamics 365 Once your CRM is up and running, you’ll want to know your

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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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Portals

How a Web Portal Will Streamline Your Business

Save precious time and delight your customers by letting them access the information they need 24/7 What is a web

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How Ecommerce Integration Changes The Way We Think About Business

How Ecommerce Integration Changes The Way We Think About Business

Ecommerce has never been a more popular way of doing business. Thanks to its ease and convenience, as many as 87% of UK households bought

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E-signatures in Dynamics

Digital Signatures in Dynamics 365

What is a digital signature?  A digital signature or electronic signature is the virtual version of a handwritten signature, used for

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Power BI

What is Power BI and How Does it Work?

What is Power BI used for? Power BI is a cloud-based analytics tool which takes data from many sources to

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