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Dynamics 365

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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

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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

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How AI is Changing Customer Service

Customers are expecting more, and Dynamics 365 AI now delivers AI-driven customer service solutions. When your customers contact you for

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How to Move to Microsoft Dynamics 365 Unified Interface

If you’re a Dynamics 365 user, Microsoft may have told you they are automatically updating your system to the Unified

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How To Scan Business Cards in Dynamics 365

The business card scanning feature in Dynamics 365 makes inputting contact data easy. As a Microsoft Dynamics 365 Sales user,

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Compare Sage 50 and Business Central

Comparing Sage 50 and Business Central

Many small businesses begin their life using Sage 50. Often starting on the Essentials package them moving up to Standard

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Base and Attach apps

Simplifying Microsoft Dynamics 365 Pricing

A clear guide to Microsoft's new pricing structure, introduced in October 2019
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5 Reasons Why Business Central Beats Sage

5 Reasons Why Business Central Beats Sage Sage and Microsoft boast a strong portfolio of systems to run your business

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Duplicate Detection Rules Disabled After Hotfix

Microsoft Dynamics 365 Tips Have you noticed that your duplicate detection rules have been disabled without your knowledge? We’ve discovered

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Automate Welcome Emails With Dynamics 365 Marketing

Dynamics Marketing is now called Dynamics Customer Insights What happens when someone completes the newsletter sign up form on your

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PowerWebForm – Assigning Ownership of leads

Are you using PowerWebForm to collect new leads from your website? Wouldn’t it be great you could assign leads to

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Supercharge Your Mail Merges

Do you send important emails and documents to your customers? Yes. Did you know the world’s most powerful mail merge

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Can You Trust Your Sales Figures? Here’s How to Be Sure

Can you confidently report on each stage of your sales pipeline? Let’s say your pipeline has the following stages: Are you sure you

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How to Manage Service Level Agreements. Properly

Do you agree levels of service with your customers? Good customer service is no longer good enough, the best businesses
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So, You Think Dynamics 365 is Not for Small Businesses?

It’s happened again… Another small business (SMB) owner I met lost hours of their life fixing a spreadsheet. They couldn’t

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Customer

CRM Success is Down to Handling Change and Focusing on Your Customers

The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you

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Poor CRM User Adoption – What You Can Do

How to Convince People to Use Your CRM

The reason many CRM systems and projects fail is because of poor user adoption. Ask yourself, right now, who is

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