Will Dynamics Field Service work with our current IT setup?
If you’re running a field service organisation, you’ll be juggling lots of different software systems. You’ll want data to flow seamlessly between systems When our customers ask about Microsoft Dynamics 365 Field Service, their first question is often “Will it work with our current systems?“ The short answer is yes – and it can be […]
What are the Different Versions of Dynamics 365?
What is Dynamics 365? Dynamics 365 is a range of business applications designed to help organisations manage their operations, improve customer engagement and grow. If you’re not sure what types of business software are available, take a look at What Software Do I Need For My Business? The applications cover ERP (Enterprise Resource Planning) , […]
What Software Do I Need For My Business?
Choosing the right business software can be daunting. There are so many different options available, and it can be hard to know where to start. Here are some things to consider when choosing business software: As your company grows, you need to centralise your data and procedures. Business systems in their many forms will help […]
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. As your company grows and sales increase, the admin burden of maintaining two systems increases as well. If you have a Microsoft Dynamics based CRM or ERP system, that’s great for collecting customers, leads and […]
Licence-Free Access to Dynamics 365 for Teams Users
Microsoft Teams users will be able to view and edit Dynamics 365 data in Teams without extra licences. Microsoft made this announcement at their recent Inspire 2021 conference. Teams now has over 145 million daily active users and is fast becoming the the new office space where conversations happen and work flows. Microsoft has now […]
How a Web Portal Will Streamline Your Business
Save precious time and delight your customers by letting them access the information they need 24/7 What is a web portal? It’s a secure area of your website, where users can view and edit business data which is relevant to them. Users can view data, and you control exactly what they can see and update. […]
How Ecommerce Integration Changes The Way We Think About Business
Ecommerce has never been a more popular way of doing business. Thanks to its ease and convenience, as many as 87% of UK households bought something online in the 12 months leading up to October 2020. Many businesses have adapted, creating ecommerce websites so they don’t get left behind. However, what many don’t realise is that to get the most of their ecommerce site they need to […]
Digital Signatures in Dynamics 365
What is a digital signature? A digital signature or electronic signature is the virtual version of a handwritten signature, used for electronic documents or forms. The signature securely links a signer with a document in a recorded transaction. It is completely legal and can replace the handwritten signature in virtually any process. How are digital signatures […]
How to use Dynamics 365 with Microsoft Teams
Microsoft Teams lets you manage all your Office conversations, files and apps in one space – and that now includes Microsoft Dynamics. How to use Teams features in Dynamics Embedded chat You can now take part in Teams chats directly in Dynamics To start a new chat about this record, click New connected chat If […]
Does Microsoft Dynamics Integrate With Power BI?
Power BI and Dynamics are both Microsoft products and are a great way of providing useful business intelligence Does Microsoft Dynamics 365 integrate with Microsoft Power BI? The short answer is yes. Microsoft Power BI is a powerful browser-based visual tool for data analysis and business intelligence reporting. You can have charts, gauges, and other […]
Does Microsoft Dynamics Link With Xero?
It’s great to have all your data in one place – connecting Xero and Microsoft Dynamics 365 helps that to happen. Does Microsoft Dynamics integrate with Xero? This is a commonly asked question, and the answer is yes. In fact, they integrate quite seamlessly. For example, when you use Microsoft Dynamics to create an invoice, […]
Does Microsoft Dynamics Link With Sage 50 Professional?
So many of you use Sage for Accounting that it’s important that a business system can integrate with it Short answer: yes! Microsoft Dynamics 365 can link with Sage 50 Professional. It’s not a magic “toggle it on” button, but with the right connector or integration partner, it works reliably and saves a lot of […]
Does Microsoft Dynamics 365 Work With Outlook?
If you want seamless integration between your CRM and Microsoft Outlook, there’s only one choice. Microsoft Dynamics works seamlessly with Microsoft Outlook, because they are both products supported by Microsoft and allow first-class integration between the two. It also works the other way. If you create appointments or tasks in the CRM, those will synchronise […]
Will the CRM System Integrate With our Existing Systems?
Integrations are crucial and Microsoft 365 will not hold you back Some businesses are concerned about integrating their CRM systems, such as Microsoft Dynamics 365, with their existing systems. Microsoft Dynamics 365 has an open infrastructure, which allows it to integrate with many other systems out there. We commonly integrate with finance systems such […]
Does Microsoft Dynamics Work on Mobile Devices?
Keep on top of business wherever you are Does Microsoft Dynamics work on mobile phones or tablet devices? Yes, it absolutely does. Microsoft Dynamics 365 offers a dedicated mobile app, which gives you access to the same level of functionality as the browser-based version on your desktop or your laptop. This allows you to […]