Why choose Dynamics 365 as your CRM system in 2022?
Are you dealing with unmanageable spreadsheets and disconnected processes? Or perhaps your current CRM system is clunky and creates more problems than efficiencies? Disconnected processes often lead to duplicated efforts and create a lack of transparency throughout businesses. If your information is siloed, team members may struggle to find the data they need, and the …
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Quickly Elevate Dynamics 365 Performance with these Fast 5 Solutions
During the past 12 months, Preact has released a series of solutions for Dynamics 365 to enhance user experiences and elevate performance. These cover a range of functions, including prebuilt connectors, automated processes, form controls as well as providing usability improvements. In this post, we've highlighted five of the most popular solutions. Browse all of …
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Opportunity Grid Accelerator for Dynamics 365
Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is …
How to Quickly Update the Dynamics 365 Sitemap
For each Dynamics 365 app, a sitemap controls which entities and other items are displayed to end users. A new designer is now available creating a better experience with new controls to precisely manage the layout of these items. Each Dynamics environment comes with a default site map. To customise this, a new sitemap designer …
How an embedded PowerApp enables faster sales quoting
Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create …
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Stand by for Dynamics 365 April '19 Release Guide
Microsoft has announced the next major Dynamics 365 update will enter general availability from 5 April 2019. A release guide will be published on 21st January detailing what's new in D365 and the Microsoft Power platform. Previewing the April '19 Update From 1st February, admins will be able to test the new version and selected …
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14 Highlights In The Dynamics 365 October 2018 Update Guide
Microsoft has published a release preview guide for the next major cloud update to its Business Applications. In this post, we've highlighted the main themes and new features that caught our eye across Dynamics 365 Customer Engagement apps. 1. All Users Will Be On The Same Version Microsoft recently changed the way it manages cloud updates which requires …
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Important Change to Microsoft Dynamics 365 Update Policy
Microsoft is revising its Dynamics 365 update policy resulting in some important changes for existing customers. In a recent blog post it announced: Two major D365 cloud releases each year will deliver new functions and capabilities Updates will be available from April and October each year Release notes will be published on July 23 for the October 2018 …
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How to Reduce Dynamics 365 Storage Costs Using Attachment Manager
For Microsoft Dynamics 365 customers concerned about the cost of cloud storage, Azure Blob Storage is an increasingly popular solution. Default storage capacity for Dynamics 365 is 10GB with extra capacity accruing at 5GB per 20 users. This can often prove insufficient if organizations have large volumes of attachments. Email and note attachments often consume the …
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GDPR Compliance: Top Resources for Dynamics 365 / CRM
The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important …
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