If you’re using Microsoft Dynamics 365, you’re already on the right track but when Dynamics 365 Customer Engagement (CRM) and Microsoft Dynamics 365 Business Central work together, that’s when the magic really happens. Integration isn’t just a technical activity, it’s a smarter way to run your business.

For small and medium-sized businesses, having the right CRM system – like Microsoft Dynamics 365 CRM, otherwise known as Dynamics 365 Customer Engagement can be a game-changer, but just as important as the tech itself is the partner you choose to implement and support it. So, what should you look for in a CRM support partner? Here’s our top tips:

The kids are back to school, the nights are getting longer, and your summer holiday is just a distant memory. That can only mean one thing: the latest and greatest features of Microsoft Dynamics 365 CRM are dropping this October!

When I first started using Power Automate, I defaulted to the Outlook connector for sending emails. It was simple and had great formatting features. However, I've recently rediscovered the DataVerse email table, which I had dismissed too quickly. Revisiting it revealed several advantages.

We’ve recently seen the latest 2024 Release Wave 2 functionality for Microsoft Dynamics 365 start arrive, and we want to highlight a particular feature we’ve seen arrive to all those using Customer Service Cases in Dynamics 365 CRM. One unmissable change I have seen is the introduction of a colour-coding system for cases. 

If you use Microsoft Dynamics 365 CRM, it’s pretty much impossible to avoid views. They give us our helicopter view of the data in our tables as well as being the most common way that we access our records. The columns at the top of our views had a bit of a revamp a few years ago and we’ve got used to the little set of options that this introduced. It seems that more changes are rolling out. Looking round various systems, we’re starting to get some more options.