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Integrated Teams Chat comes to Microsoft Dynamics 365 for Sales & Service

Integrated Teams Chat comes to Microsoft Dynamics 365 for Sales & Service

Kelly Dynamics 365 CRM 24 January 2022
Reading time: 2 - 4 minutes

A 'how-to' guide with step-by-step instructions on how you can easily integrate your Microsoft Teams with your Microsoft Dynamics 365 Sales & Service.

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An introduction to Microsoft Dynamics 365 CRM and how it compares AND compliments Dynamics 365 Business Central

An introduction to Microsoft Dynamics 365 CRM and how it compares AND compliments Dynamics 365 Business Central

Dynamics 365 CRM 01 November 2021
Reading time: 1 - 2 minutes

Is Microsoft Dynamics 365 CRM for you? How does it compare to the CRM functionality within Business Central, and does it work with or against your current system? Let’s find out.

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Sales Dashboards just got cool. Yes, really! - Wave 1 2021 Release

Sales Dashboards just got cool. Yes, really! - Wave 1 2021 Release

Kelly Dynamics 365 CRM 08 October 2021
Reading time: 3 - 5 minutes

Is Deal Manager just a visualising appealing feature or does it actually empower your Sales Team too?

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2021 Wave 2 release: The Demise of the Advanced Find in Dataverse & Dynamics 365 Model Driven Apps

2021 Wave 2 release: The Demise of the Advanced Find in Dataverse & Dynamics 365 Model Driven Apps

Kelly Dynamics 365 CRM 28 September 2021
Reading time: 2 - 4 minutes
Read more …
Custom filtering on a lookup within Microsoft Dynamics 365 CRM

Custom filtering on a lookup within Microsoft Dynamics 365 CRM

Jon Evans Dynamics 365 CRM 21 September 2021
Reading time: 3 - 6 minutes

How to customise your filtering on a lookup in Microsoft Dynamics 365 CRM to reduce the massive amounts of data you see every day.

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What is a lead and should I be using them in Microsoft Dynamics 365 CRM?

What is a lead and should I be using them in Microsoft Dynamics 365 CRM?

Dynamics 365 CRM 14 September 2021
Reading time: 2 - 4 minutes

One size doesn't always fit all. What works for some might not work for you, which includes creating leads in Microsoft Dynamics 365 CRM. Find out here to find out which side you sit on... 

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Extending Microsoft Dynamics 365 SharePoint Integration with Power Automate

Extending Microsoft Dynamics 365 SharePoint Integration with Power Automate

Dynamics 365 CRM 05 August 2021
Reading time: 2 - 4 minutes

A quick how-to guide on extending SharePoint Integration from Microsoft Dynamics 365 CRM with Microsoft Power Automate.

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