How to Upload Business Cards into Dynamics 365 for Sales
How to Upload a Business Card in Dynamics 365 for Sales The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead …
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Manage your KPIs with Dynamics 365 Goals
Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in …
Setting up D365 Sales and SharePoint Integration
Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need …
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Take Scheduling to the Next Level with Dynamics 365 Field Service
One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields …
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Ease Navigation, Edit the Site Map in Dynamics 365
There is a standard sitemap for all Dynamics 365 instances, but chances are the default sitemap does not scream ease of navigation for your organization. It is important that Users can easily find the entities they need without hunting column by column, and more importantly, they see what they need to see, and ONLY what …
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Dynamics 365: Share and Share Alike
Have a dashboard that is the envy of your colleagues? Created a view that would benefit your office mate? Is there a Dynamics 365 User that cannot access a record of yours and needs to, but security provisions are preventing him from doing so? If any of these apply, I encourage you to read on. …
Back in October, Microsoft launched a massive update for Business Central and we want to tell you all about it. In this webinar, we’ll be reviewing the updates and demonstrating how they can change the way you run your business. We’re excited to share the newest updates in Business Central and keeping everyone informed of …
In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your …
Sales Reporting Dashboard with Power BI
3 REASONS WHY O365 IS A BIG PART OF DIGITAL TRANSFORMATION
Office 365 is one of the most popular applications to make any business go paperless. Companies that use Microsoft O365 suite don’t have to worry about, documents or files getting misplaced. Here are three ways that any business can leverage Microsoft O365. Flexibility and Scalability Microsoft O365 is both flexible and scalable for any business. …
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GET READY, GET SET, GET MARKETING WITH DYNAMICS 365 FOR MARKETING WEBINAR!
GET READY, GET SET, GET MARKETING WITH DYNAMICS 365 FOR MARKETING! Have you heard the buzz that Microsoft has launched a new marketing application, Dynamics 365 for Marketing?! The target market for this solution is small to medium-sized organizations who require an end to end marketing solution. Join us for this session which will serve …
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