Self-service Dynamics 365 web portals extends CRM reach enabling customers to log issues, find solutions and update information online. Each web portal is housed, maintained and integrated with D365. Entitlement to […]
Articles By: Preact CRM
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
How to Grow Your Personal Network with the Social Selling Assistant
Microsoft Social Engagement helps sales teams discover insights from social posts and identify follow-up actions. The new Social Selling Assistant now offers sales users a personalized feed of recommended posts […]
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) […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
How to Grow Your Personal Network with the Social Selling Assistant
Microsoft Social Engagement helps sales teams discover insights from social posts and identify follow-up actions. The new Social Selling Assistant now offers sales users a personalized feed of recommended posts […]
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) […]
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 […]