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Learn how to use Dynamics 365's Natural Language Grid and View Search to filter records by simply describing what you need in plain English. Enhance your productivity with easy-to-use search commands.
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This blog post is a guide for organisations planning to use Dynamics 365. It highlights the importance of careful planning to avoid common mistakes that can lead to project failures.
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This article provides a comprehensive guide on adding your product catalogue to Dynamics Sales, including setting up product units, adding products, organising product families, and creating price lists, with detailed instructions and links to fur...
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This article explains how to manage products in Dynamics 365 Sales, including adding products to opportunities and orders, setting up discount lists, and creating product bundles.
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Unlock the full potential of the Dynamics 365 Timeline with this post. From understanding its capabilities to customising and managing activities, this guide equips you with practical tips to streamline your sales processes. Enhance your Dynamics ...
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A beginners guide to using quotes and orders in Dynamics 365 Sales
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A guide to the different strategies to help remind you to follow up leads
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Using Microsoft's new drag and drop feature for emails in Dynamics 365
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A guide to sending emails using Dynamics 365 Sales. Includes composing emails, using templates, measuring engagement and personalisation