Blogs

Updates seem like a microscopic part of running a business, but very small changes can have a large impact on the efficiency and ease of your day-to-day activities. This April update provides access to new features which can help drive your business forward. Every Dynamics update should leave you wi ...

While the saying is a cliché, Dynamics 365 Customer Engagement was literary made to help you increase your sales. Rather than just a collection of captured data, Dynamics can be a proactive platform that assists you to stay on top of the tasks you should be delivering. There are countless ways the s ...

Some things to note on the new Org Chart functionality in the Unified Interface   The unified interface (UI) for Dynamics 365 has some very nice new features. One such feature is the org chart. You get to it from an account view or form:   It allows you to represent the hierarchical structure ...

Check out this video about Dynamics 365 Customer Engagement To learn more about Dynamics 365 Customer Engagement book a meeting with our team. ...

Dynamics 365 SMS (or Text) Marketing With an open rate of 98 percent according to Mobile Marketing Watch Marketing, SMS messages is giving email some hefty competition with Millennials and Generation Z becoming the predominant influencers in today’s businesses. These will be the primary people mark ...

In July 2017 it became possible to use a ‘Not in’ clause in an advanced find in Dynamics 365, e.g. to create a view of something like ‘All Accounts with no Contacts’: This was all well and good for advanced find, which you could then save as a personal view. However, it was still not possible to ...

Microsoft Dynamics 365 brings together Flow Connectors and Power Platform to automate all your simple tasks "One of the things we find working with clients is that people like magic buttons. Every sales person wishes they were able to push a button and capture a new lead." When working with softwa ...

Here is a quick introduction to the Dynamics Unified Interface. To learn more about the Unified Interface for Dynamics 365 Customer Engagement book a meeting with our team.   ...