The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client. You open the Unified […]
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We know that you are busy and don’t have time to spend on mundane, repetitive billing processes that take up valuable time. Whether your company sends bills weekly, monthly, or whatever interval it may be, our Recurring Billing app could be the enhancement you’ve been looking for! Step 1: Generate Invoices Recurring Billing makes […]
continue reading...Last week Microsoft announced that the Dynamics 365 Business Edition would not be released (not with the name “Business Edition”) In a post on 9/22 Microsoft’s Alysa Taylor laid out the plans for Dynamics 365. To “further simplify” Dynamics 365 offerings and “increase ease of selection” Microsoft will offer a single collection of Dynamics 365 […]
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The General Data Protection Regulation (GDPR) is a hot topic! The countdown to this new EU regulation is well underway, but what does it mean for your own business? As a Microsoft CRM partner that implements Dynamics 365, Preact frequently speak to SMB's seeking GDPR advice. That's why we were delighted to host a webinar […]
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The value of a mobile app is being able to use it to find information quickly. Here are a few tips on the set up and navigation of the Microsoft Dynamics 365 Mobile App that your team will appreciate. First, download the Dynamics 365 for Phones from Playstore. Enter the CRM URL. Always enter the […]
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Plenty of organizations roll out new technology only to find that they are struggling with end user adoption. Here are 5 tips to help achieve high end user adoption with Dynamics 365 or any CRM system, in no particular order. 5 User Adoption Tips for CRM 1. Offer ongoing training and support materials in […]
continue reading...If you are waiting for the Business Edition of Dynamics 365... On Monday at the Directions Conference in Orlando, Marko Perisic gave a keynote that set Microsoft partners on their heels. He announced that the product formerly known as Microsoft Dynamics CRM, Dynamics 365 for Financials and Operations Business Edition, formerly known as Dynamics 365 […]
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There will be so many people to meet at the User Group Summit events in Nashville! One of the best parts about attending a User Group Summit event is exploring the Expo Hall and meeting the exhibitors. This year the GPUG, D365/AXUG, NAVUG and D365/CRMUG events are all taking place together in Nashville from October […]
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Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That's why it's good to understand your search options. "Classic" Search Searching for records within Dynamics 365 (CRM) has been around for a […]
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No, you are not wrong. This article is about Dynamics CRM and SharePoint. The metaphor of librarian managing library with no classification system is best describing the poor out-of-box feature to integrate Dynamics CRM with SharePoint. In the article “CRM is from Mars, SharePoint is from Venus” (read here), we suggest using less SharePoint folders […]
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