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Dynamics 365

Guides and Resources

Choosing the right system

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 about business systems and how to run your business better

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Business case (25) CRM projects (24) Productivity (24) Updates (24) Data management (22) Integrations (21) Business Central (19) Marketing (18) Reporting (16) User adoption (16) Business growth (15) Field Service (13) Sales (13) Tips (12) Customer service (10) Outlook (8) Licencing (6) Support (6) Mobile working (6) Security (2) AI (2) Finance (2) Knowledge management (2)

Recent Articles

All My Systems

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Our mission is to sort your business systems. Properly

More about All My Systems »

Explore Our Product Guides

» Dynamics 365 Business Central
» Dynamics 365 Sales
» Dynamics 365 Field Service

…or browse through all the guides below

How much does Dynamics 365 cost?

How Much Does Dynamics 365 Cost?

UPDATED MARCH 2026 We want to make sure you’re well informed about the buying process and that our costs are transparent. We hope this guide

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Is Dynamics 365 an ERP system_

Is Dynamics 365 an ERP System?

This question can cause a lot of confusion, as a lot of Microsoft products are involved. The short answer is yes, Dynamics has strong ERP

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What Makes a Great Software Demo_

What Makes a Great Software Demo?

We will focus here on what you should expect from a great CRM demonstration, but the principles apply to all types of software or product

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Do I Really Need a CRM

Do I Need a CRM?

Is it time to get a CRM? Well, more than 91% of companies with more than 11 employees have a CRM.   However, this doesn’t

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Do I Need an ERP or CRM System?

Do I Need an ERP or CRM System?

What’s the difference between ERP and CRM? You’ve most likely heard about ERP and CRM systems, but you don’t know which is right for your

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Can I set up Dynamics 365 myself?

Can you set up Dynamics 365 yourself?

So, you’ve decided that you need a CRM and that Dynamics 365 is the system for you – good choice. So can I go ahead

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PowerBI

Does Microsoft Dynamics Integrate With Power BI?

Power BI and Dynamics are both Microsoft products and are a great way of providing useful business intelligence Does Microsoft Dynamics 365 integrate with Microsoft

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MS Dynamics reports

Will We Have To Pay For Additional Reports?

There’s no need to pay for reports, but sometimes it’s better to ask your supplier to help. When you invest in a new business system,

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We Already Use Microsoft 365, So Can We Start Using Dynamics?

If you have Microsoft 365 then it’s easy to get going with Dynamics 365 Is Dynamics part of Microsoft 365? If your business uses Microsoft

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Does Microsoft Dynamics link with Xero? 

Does Microsoft Dynamics Link With Xero? 

It’s great to have all your data in one place – connecting Xero and Microsoft Dynamics 365 helps that to happen. Does Microsoft Dynamics integrate

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What's out there?

Research Your Solution

Dynamics 365 Sales

Sales, marketing, leads, contacts, opportunities and orders
Explore Dynamics Sales Guides

Business Central

Finance, manufacturing, sales, projects and customer service
Explore Business Central Guides

Field Service

Work orders, scheduling, inventory, service agreements and mobile working
Explore Field Service Guides