Many of you have asked for a recap of last quarter’s AMS Club for Dynamics 365 Sales tips, so here goes
- Charts 101
- Charts… just the way you want them
- Views and Personal Views… build your own ad-hoc reports
- Charts – Pesky Secondary Y-Axis not wanted…
- Dashboards – View Records to explode into chart and view mode
- Dynamics 365 – Open Recordset = Fast navigation of lists
- Recent and Pinned… a reminder of these helpful features
- Advanced List Filtering – Child records, AND and OR
- Record statuses, why they’re important and how best to use them
- Hierarchical data e.g. HQ plus branches…and more
- Search for rows in any table using advanced filters
- Bulk Edit
- Merging Records – keeping on top of data quality
- Oops, cleared a lookup field by mistake? Here’s what to do
- Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
- Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
If you know a colleague who’d be interested in these videos, let us know at club@allmysystems.co.uk
