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Latest Learning Articles

Sending Emails with Dynamics 365 Sales

A guide to using emails in Dynamics 365 Sales. IncludesSetting up Dynamics to send and receive emailsHow to compose a

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How to Create a New User in Dynamics 365 Sales

How to Create New Users in Dynamics 365 Sales

To add a new user in Dynamics 365– Make sure they have a user account in Microsoft 365– Assign a

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How To Run Reports In Business Central

How To Run Reports In Business Central

Business Central has powerful built-in reporting, making it easy to report on data from all areas of the system. Examples

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How to Restore Records in Dynamics 365

We’ve all deleted records by mistake in Dynamics. It’s easy to accidentally check an extra box or get an import

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Using Focused View in Dynamics 365 Sales

Focused view saves you time switching between records in Dynamics Focused view lets you scroll through records and open them

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Remove Unimportant Emails From Dynamics – CRM Tidy

If your CRM tracks all your emails, then you should regularly delete any unimportant emails.  It’s good practice to understand

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Is Business Central Right For My Industry?

Is Business Central Right For My Industry?

What’s great about Business Central is its versatility. Whether you’re a small business or a larger enterprise, Business Central adapts

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How Do I Set Up a New Company in Business Central?

How Do I Set Up a New Company in Business Central?

Why set up a new company in Business Central? You may want to set up a new company in Business

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Business Central personalisation

How to Personalise the User Interface in Dynamics Business Central

To improve your workflow and boost your productivity, you should customise the user interface in Dynamics Business Central. Understanding the

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How to Track Outlook Emails in Dynamics

Tracking emails from your email programme to your CRM isn’t a feature that’s much talked about, but it’s very useful.

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