Mar 17, 2025 | Dynamics 365 Sales, Microsoft Dynamics 365, Power BI, Power Platform
Getting clear insights from your CRM data is essential for making smart business decisions. If you use Dynamics 365 Sales, you already have access to Power BI—a powerful tool for creating visual reports and dashboards. This step-by-step guide for how to create a Power...
Mar 11, 2025 | Dynamics 365 Optimization, Dynamics 365 Sales, How to, Microsoft Dynamics 365, YouTube
Effectively managing sales opportunities is absolutely crucial for any business using Microsoft Dynamics 365 Sales. Fortunately, Dynamics 365 offers multiple ways to view, track, and manage your opportunities, ensuring that you always have the right insights at the...
Feb 13, 2025 | Dynamics 365 CRM QuickTips, How to, Microsoft Dynamics 365
Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date or the next activity...
Feb 3, 2025 | Dynamics 365 CRM QuickTips, How to, Microsoft Dynamics 365
Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users to make bulk updates...
Jan 20, 2025 | Microsoft Dynamics 365
Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is...
Brian Begley
