Dynamics 365
Discover a wealth of insider knowledge in our comprehensive guide to Microsoft Dynamics 365 Tips and Tricks. Our team of seasoned Microsoft experts shares invaluable insights to elevate your experience with Dynamics 365, offering practical advice on optimizing workflows, boosting productivity, and leveraging advanced features. Whether you’re a beginner or an experienced user, dive into expert-recommended strategies that will enhance your proficiency and empower your business success. Stay ahead of the curve with the latest tips and tricks from the industry’s leading Dynamics 365 professionals.
Deciding on the proper Enterprise Resource Planning (ERP) software is pivotal for small and medium-sized businesses aiming to streamline operations, enhance financial management, and foster growth. With many options available, getting lost in the technicalities and marketing speak is easy. Microsoft offers two standout solutions: Dynamics GP and Dynamics 365 Business Central. Each has its […]
Microsoft Forms is a web-based application provided by Microsoft that allows users to create surveys, quizzes, and polls. It is part of the Microsoft 365 suite of productivity tools. With Microsoft Forms, users can easily create custom forms and collect responses from others. Getting Started Adding Questions After Creating Questions Sharing a form To share […]
Companies need smooth connections between sales and production to avoid missed chances and optimize resource utilization. Dynamics 365 Sales is a flexible tool that encourages teamwork and sparks progress across various fields. Key Advantages of Enhanced Sales-Production Collaboration: Real-time Visibility: Access precise inventory data instantly across various locations, eliminating blind spots. This empowers sales teams […]
Manufacturing can be complicated, especially for businesses that rely heavily on energy and resources. One of the biggest challenges is ensuring sales goals match production capabilities to increase profitability. Unfortunately, sales and production teams often work separately, resulting in costly issues. Sales teams may set high targets without knowing production capabilities, while production teams may […]
In a world where teamwork reigns supreme, Microsoft Teams emerged as the go-to collaboration platform, bringing together chat, video meetings, file sharing, and app integration under one roof. Teams became the virtual headquarters where teams could seamlessly communicate and collaborate, regardless of their physical location. But that’s just the beginning of the story. Enter Dynamics […]
Organizations in today’s fast-paced business environment require seamless integration between their front-end and back-end systems to stay competitive and efficient. Microsoft Dynamics 365 Finance & Operations (F&O) offers a powerful solution to manage financials, supply chains, and operations. Microsoft introduced “Dual Write” integration to further enhance its capabilities, revolutionizing data synchronization between Dynamics 365 F&O […]
This blog will discuss how to send employee surveys annually while segmenting them according to different categories. Current scenario: At Imperium Dynamics, the CEO wants to build a system to send employees an Employee Feedback survey once a year after they have worked at Imperium for 7 months. Those members who have left or are […]
In modern sales and customer relationship management (CRM), having a robust and flexible system is essential for success. Microsoft Dynamics Sales offers a comprehensive solution that effectively empowers sales teams to manage their leads, opportunities, and customer interactions. One of the powerful features within Dynamics Sales is “Product Properties.” In this blog, we delve into […]
Creating a marketing email in Dynamics Marketing is a straightforward process. Follow these steps to craft an engaging marketing email using the platform: By following these steps, you can effectively create a marketing email in Dynamics Marketing and leverage the platform’s capabilities to engage your audience and drive successful marketing campaigns.
Microsoft Dynamics CRM offers a plethora of features to streamline customer relationship management. One of the most potent additions is the “Environment Variables,” enabling businesses to enhance flexibility and security. This blog will walk you through a simple step-by-step guide on creating and effectively using Environment Variables in Dynamics CRM. Step 1: Accessing Environment Variables […]
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