Recently someone reached out asking about the different ways that discounts can be applied within Dynamics 365 CE Sales. To simplify things in the post,…
Making sure that our members are able to connect with our online community between local meetings is important. We created a Microsoft Flow that is sent after our meeting to reminder our users of the community.
The form is a crucial part of Dynamics 365 CE as it allows you to view the information for a record. In this episode we…
While the new features of Dynamics 365 may be flashy and exciting, it’s also important to understand the basics in the system. In this episode…
Ever wonder how Microsoft designed the Lead to Order sales process in Dynamics 365? In this episode we go start with a lead entered from…
Having your Personal Settings setup and configured properly goes a long way to improving your user experience in Dynamics 365. Additional Resources: Set personal options…