AMS Grid Speeds up Data Management for Impact Global Health

When Impact Global Health struggled with data management, AMS Grid provided a solution. This case study explores how a bespoke tool transformed IGH’s workflow, allowing them to focus on improving healthcare in underserved regions. From clunky processes to streamlined operations, IGH now benefits from direct data editing and improved analysis capabilities, proving the right tools can significantly impact global health efforts.

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 wrong and then you discover some records have disappeared. Restoring lost data in Dynamics, isn’t straightforward – there’s no undo and no recycle bin* *Since publishing this, Microsoft have released a new feature for Dataverse […]

Four Ways to Edit Multiple Records in Dynamics 365

What is bulk editing? In Dynamics 365 Sales, bulk editing means simultaneously making changes to multiple records, without needing to edit them individually. You can apply the same updates to a group of records at once, saving time and effort. How to bulk edit records in Dynamics Method 1 – Bulk edit button How to […]

Does Dynamics 365 Keep my Sensitive Data Secure?

If you’re choosing a CRM, you need to know your customer data is safe. Microsoft has made security and compliance top priorities for Dynamics 365. Here’s some of the important measures in place to keep data safe while meeting regulatory requirements. Security protections built into Dynamics 365 Adapting to changing regulations You’re in control of […]

How Do I Reduce Storage Space Use in Dynamics 365?

So, you’ve just had notification from Microsoft that your Dynamics storage is full. Not the best news! There’s more details about what your immediate options are in our previous blog post – My Dynamics System is out of Storage Space – What Can I Do? If you’ve chosen to reduce the data you’re storing, then […]

My Dynamics 365 Storage is Out of Capacity, What Can I Do?

So, you’ve received an email from Microsoft with the subject “Immediate action required: Out of File/Database/Log capacity”. What do you need to do? First of all, don’t panic. You can continue to use your system as normal. But that doesn’t mean you can ignore the message. It’s important to discover why you’re getting this message […]

How to Use Modern Advanced Find in Dynamics 365

Advanced find in Dynamics 365 is changing! Do you use advanced find (the filter icon) this to create views and find records? If so, the icon will soon disappear, along with the familiar (if a little old-fashioned) interface below. This is part of Microsoft’s regular product updates to Dynamics 365 sales Make way for Modern […]

Is your CRM costing you millions? Discover the solution.

Is your customer data spread across files, documents, spreadsheets, subscriber and mailing databases, your CRM, finance and quoting system?

How many times do you store customer email or name, is it the same in each system?

Embrace CRM for Business Growth: Why Spreadsheets Limit Your Business Growth

Excel, Word, databases, contact systems, and sales management systems… Every time you use one of these in your business, it limits your growth. Instead, consider a CRM for your business growth to streamline and boost efficiency. We find that businesses who have robust systems in place to manage sales orders, opportunities, marketing activity, and customer […]

How To Scan Business Cards in Dynamics 365

The business card scanning feature in Dynamics 365 makes inputting contact data easy. As a Microsoft Dynamics 365 Sales user, you’ll know how much time you can waste inputting contact data. Whether that’s new leads or contacts, either way it’s time consuming and prone to errors, particularly on a mobile. Business card scanning is now […]

Is Microsoft Dynamics Cloud-Based?

Get the best of both worlds with easy to access and reliable cloud services  Many people ask if Microsoft Dynamics 365 is cloud-based. The quick answer is yes. There are other versions that allow you different options. You can host Microsoft Dynamics on your own servers on-site or even use a private data cloud […]

Can We Report Across All Our Data? 

Not all systems give you flexible reporting. Microsoft Dynamics 365 does  One of my favourite questions that people ask us about Microsoft Dynamics 365 is this: “Can we report on all data stored across the whole system?” I know the frustration of many proprietary systems that allow you to enter data into a form, […]

Where is Our Dynamics Data Stored? 

Microsoft offers cloud storage that you can trust  Some businesses ask where their data will be stored with a CRM system. This is an important question when considering a cloud-based solution, such as Microsoft Dynamics 365. Now, there are a couple of ways that data storage can be implemented. Two of the most common […]

Get GDPR Compliant Now With These 3 Steps – AMS TV 16

Mark from All My Systems talks about 3 practical steps you can take to becoming GDPR (General Data Protection Regulation) compliant This week on AMS TV I’m going to show you three practical steps to help you get GDPR compliant

GDPR: How Microsoft Dynamics 365 Gives You The Edge – AMS TV 15

Mark from All My Systems talks about how Microsoft Dynamics is great for getting and keeping your business GDPR compliant Microsoft are committing to GDPR compliance across their cloud services when enforcement begins on May 25, 2018 This doesn’t mean all you need to do is put your data in a Microsoft database and you’ll […]