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 Dynamics licence to them– Assign Dynamics role(s) to them (using Dynamics or Power Platform admin)– Test that they can log in and use the system Start by thinking about what the user needs to access […]

Which Dynamics 365 Licence Type Should I Choose?

This focuses on Dynamics 365 Sales and Dynamics 365 Customer Service, but the principles apply to Field Service also. Business Central licencing is covered in a separate blog What’s the difference between Enterprise, Professional and Team Member licences? Have you been considering Dynamics and thinking it might just be the right match for your business? […]

What’s Happening to Dynamics 365 Sales in April 2020?

Each April and October, Microsoft release new features and improvements for Dynamics 365. Two months before the release, Microsoft publish details of the changes. We’ve had a read and summarised them for you. Here are some of the more interesting changes coming to Microsoft Dynamics 365 Sales this quarter Kanban boards Some CRM systems show […]

Simplifying Microsoft Dynamics 365 Pricing

A clear guide to Microsoft’s new pricing structure, introduced in October 2019

Is Dynamics Licencing Expensive?

For many businesses, particularly smaller ones, the cost of Dynamics can seem prohibitive. People often ask us, “Why is licencing so expensive for CRM systems?“ Now, you might not worry about cost if you are looking at some of the free systems or the ones that cost $10-20 per user, per month, but they also […]

Will CRM Cost Me More In The Future?

There’s more to costs than just the price of a system Often when discussing CRM systems with others, people will ask, “Will CRM cost me more in the future?” One way we respond is with a different question: “Where do you want your business to be in the future?” If you are not investing, improving […]