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 […]

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 […]