Main Form Dialog Feature Banner

Dynamics 365 new feature: Main Form Dialog

In this post, we will take a sneak peek at the new Main Form Dialog feature that is sure to increase Microsoft Dynamics 365 user adoption. Microsoft Dynamics 365 Quick create forms allow the creation of new records for related tables. This option does (by definition) only ask for key column information to complete and…

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My tips for training Dynamics 365 remotely

My tips for training Dynamics 365 remotely

Delivering training ranges from on the job for new recruits to formal training to large groups, In this blog,  I’ll be telling you about my tips for training Dynamics 365 remotely. In the current climate, training still needs to take place largely through remote working solutions and so delivery methods have to change to meet…

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What are leads in Microsoft Dynamics 365

What are leads in Microsoft Dynamics 365?

Actually, this is a very common question for people that are new to using Microsoft Dynamics 365 Sales. When customers are first introduced to Dynamics 365 Sales they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead…

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Happy employee training

There is only one thing worse than training employees and losing them, and that’s not training them and keeping them

This great quote from business “guru” Zig Ziglar and really nails the importance of taking employee training seriously Effective employee training is key to a successful Dynamics 365 implementation. Time and time again we come across failed implementations that are technically and logically sound but ultimately were seen as failed projects. This is because insufficient…

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