Learn Dynamics Sales

Welcome to our AMS Club introduction course to Dynamics 365 Sales. Each lesson is short and focused and will take

This is episode 2 of 2 and it’s all to do with Email Templates and Quick Campaigns – helping you

We’ve previously covered how you can filter, add/edit columns and change the look of Personal Views, now we’ll do the

The next 2 episodes come from one of our clients, and it’s all to do with Marketing Lists and Quick

Doh! Ever cleared out a Lookup field by mistake, then the record saves it with a blank value? Sometimes it’s

One of the keys to success with any database, is a rigorous approach to data quality. Duplicate records can sneak

Ever need to change many records at the same time to update some common data? The Bulk Edit feature in

There are many great ways to search and filter your data in Dynamics, and here’s another one – a feature

If you have customers who have sites or branches, or if you have other data that has some kind of

Record statuses help you manage your data better, keep on top of which records display in your lists, and tell