by Warren Butler | Jul 12, 2024 | CRM, Dynamics Features, Insights
Understanding views is crucial for effectively navigating Dynamics 365. If you’re new to Dynamics, this post is for you, as we’ll walk you through the essentials of using read-only grids. In Dynamics, views display lists of records for each table, such as accounts,... 
by Daniel Norris | Jul 11, 2024 | Advice, CRM, Insights
Enhance your workflow by integrating SharePoint with Dynamics 365. Benefit from enterprise-grade document management directly inside your Dynamics solution. One of Microsoft’s key strengths is its product integration with other core products and services, such as... 
by Warren Butler | Jul 8, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
With Microsoft Dynamics 365 Business Central and Dynamics 365 Sales both offering customer relationship management capabilities, you may be wondering which is the best fit for your business. This article provides a high-level overview of each module to help you make... 
by Daniel Norris | Jun 26, 2024 | Advice, CRM, Digital Transformation, Insights, Power Platform, Security
We had the opportunity to sit down with one of our experienced consultants to discuss their insights and best practices for working with Microsoft Dynamics 365 and the Power Platform. They have a deep knowledge of building software solutions across Microsoft products... 
by Warren Butler | Jun 26, 2024 | Advice, Digital Transformation, Insights, Power Platform
Many businesses face challenges in their journey toward digital transformation. These include tangled inefficient manual tasks, grappling with ageing systems, and lack of clear, real-time data insights. The quest for efficiency, integration, and visibility is critical... 
by Warren Butler | Jun 21, 2024 | Copilot, CRM, Dynamics Features, Insights, Power Platform, Storage
Microsoft Dynamics 365 and Power Apps administrators continuously optimise their environments and seek ways to minimise storage costs. However, a new challenge now lurks within the tools designed to enhance productivity: the accumulation of Copilot transcripts. This...