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How To Find Dynamics Records Faster Using Natural Language Search

Find and filter records by describing in plain English what you want Dynamics to show Microsoft have released a new

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Managing Products in Dynamics 365

This post looks at how to manage products once you’ve set them up. To find out about how to set

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How To Add Products in Dynamics 365

If you add your product catalogue to Dynamics Sales, your sales team can use it add products to opportunities and

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How To Get The Most From The Dynamics 365 Timeline

The Dynamics 365 Sales Timeline keeps all your customer interactions organised in one place. You’ll see activities, messages, appointments and

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Step-by-Step Guide to Quotes and Orders in Dynamics Sales

How the sales process works in Dynamics Sales Microsoft have designed the sales system in Dynamics to follow the traditional

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How To Use Reminders to Stop Losing Leads in Dynamics

There are many ways to keep on top of leads in Dynamics. Your choice of technique will depend on a

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How To Drag and Drop Email Attachments in Dynamics

We’re used to dragging and dropping files onto emails in Outlook, or to move files in File Explorer. However, Dynamics

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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 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

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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