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Latest Learning Articles

Views and reporting in Dynamics

Dynamics 365 Views and Personal Views… build your own ad-hoc reports.

This time it’s all about creating your own views/list filters and saving them as personal views – here’s a 5

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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

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The Ultimate Filter for Chart of Accounts_

The Ultimate Filter for Chart of Accounts: Beginners Business Central

This week it’s all about one filter to rule them all, here’s a 2 minute video… If you know a

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How To Create Charts in Dynamics 365 Sales

This week it’s all about creating your own personal charts to explore your data and build reports – here’s a

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Essential Productivity Shortcuts – Beginners Business Central

This video is all about productivity to help you enter data, find records, and navigate the system at light speed

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An Introduction to Charts in Dynamics 365

Top tips for understanding your data This week it’s all about using and building charts to explore your data and

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How to Create NPS Surveys in Customer Voice

The Net Promoter Score is a measure of how well your company is liked and its potential for growth. Microsoft’s

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Integrate Ecommerce Store & Dynamics)

Integrating Your Ecommerce Store With Dynamics

Integrating WooCommerce, Shopify or Magento With Dynamics Many companies operate an online store separately from their CRM / ERP system.

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Embedding PowerBI reports in Dynamics

How To Add Power BI Reports to Dynamics

In our previous post we looked at the built-in reporting options available in Dynamics. These are a great starting point,

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Reports in Dynamics

Reports in Dynamics 365 : An Introduction

A step-by-step guide to running reports in Dynamics This guide will show you how to use simple Microsoft tools to

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