Articles By: Preact CRM - Microsoft Dynamics UK Gold Partner

New Dynamics 365 Text Wrapping for Field Labels & Values

In previous versions of Dynamics 365 / CRM it could prove frustrating when longer field labels, or field values, didn't fit on a record form. For field values, there was always a solution to use a 'Multiple Lines of Text' data field type to wrap text across several lines but the field label would not flow into …

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Stand By To Schedule Your Dynamics 365 v9.0 Update!

Microsoft has confirmed it will shortly commence the scheduling process for upgrading instances of Dynamics 365 to Version 9.0. v9 was rolled out in the closing months of 2017 for new instances of Dynamics 365 and Microsoft is now preparing its customer driven update that will invite system admins to run their V9 upgrade from February 2018. During January, administrators should …

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Our Top 5 Microsoft Dynamics 365 Webinars of 2017

In 2017, Preact hosted a dozen webinars that covered a series of CRM and Microsoft Dynamics 365 themes. We are extremely grateful to everyone who took time to join any of these live sessions. One of our highlights for the year has been to see the continuing rise in attendance and feedback we've received from these sessions. We're looking forward …

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Demonstrating Dynamics 365 Version 9

Microsoft Dynamics 365 Version 9 will shortly be available as an upgrade. In our latest webinar we introduced the important changes in Version 9 to an audience of Dynamics users. A recording of this event is now available. D365 Version 9 sees Microsoft deliver on its promise of an app-centric structure by separating the code …

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Improved D365 Advanced Find for Related Entities

They are familiar requests but Microsoft Dynamics 365 has struggled to quickly answer these type of questions in an advanced find: How many leads don't have scheduled activities? Which accounts don't have any contacts associated? What active cases don't have activities? How many of my accounts don't have an opportunity? Let's focus on the first one. Marketing …

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GDPR: How Will It Impact CRM?

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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How Microsoft Dynamics 365 For Talent Will Leverage LinkedIn

At its recent Business Forward event, Microsoft showcased Dynamics 365 for Talent which is scheduled for release from July 2017. This is a new standalone cloud-based Human Capital Management (HCM) application that utilizes Microsoft Common Data Services. Some of these capabilities have been built out from the HCM capabilities of the Dynamics 365 Operations app …

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Introducing Microsoft Dynamics 365 Guided Tasks

Guided Tasks are type of Learning Path, a new feature in Microsoft Dynamics 365 to help on-board new users. With Learning Paths, a new Azure cloud service, Microsoft Dynamics 365 delivers walk-through guides and articles within the application. Unlike traditional help, Learning Paths are contextual to each organisation. These adapt to fit individual user roles, …

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10 Things To Like About The Dynamics 365 App for Outlook

Following a preview release in 2016, a new Microsoft Dynamics 365 app for Outlook is now available. The initial preview had some limitations but Microsoft released an enhanced app as part of its December 2016 update. Compared to the installed plugin, the new App for Outlook runs server-side to reduce some of the heavy lifting from …

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