[How To] Use the Dataverse Recycle Bin in Dynamics 365

Jul 20, 2024 | Dataverse, How to, Microsoft Dynamics 365, Power Platform

Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps – the database recycle bin. The capability to restore deleted table records is a critical feature for administrators,...

Transform Your Sales Strategy with These Three Easy Habits

Jul 10, 2024 | Microsoft Dynamics 365

Essential Sales Habits for Success Sales is a challenging yet rewarding profession that requires a combination of strategy, psychology, and persistence. To excel, developing habits that enhance your effectiveness is crucial. Here are three habits that can...

Keep Your Data Clean with Duplicate Detection in Dynamics 365

Jul 8, 2024 | Microsoft Dynamics 365

In 2022, we published a series highlighting some of the forgotten or underutilized features in Dynamics 365. One of those features was duplicate detection. This blog post has now been rewritten and updated with the latest information. Duplicate records in Dynamics 365...

How to Create a Personal View in Dynamics 365

Jul 3, 2024 | How to, Microsoft Dynamics 365

This blog is part one of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will review the types of views as well as how to create a personal view in Dynamics 365. The next parts will cover creating and understanding charts,...

The #1 Most Important Sales Strategy: Building Strong Relationships with Customers

Jun 27, 2024 | Microsoft Dynamics 365

There are many ways that Dynamics 365 helps build strong relationships with customers! Building strong relationships with customers is crucial for fostering loyalty, repeat business, and positive word-of-mouth. Engaged customers provide valuable feedback, are more...

Boosting Sales with Dynamics 365: 10 Easy Strategies – Part 2

Jun 18, 2024 | Dynamics 365 Sales, Microsoft Dynamics 365

Welcome back to our series on boosting  sales with Dynamics 365. In Part 1 of our blog on boosting sales, we covered the first five strategies. Now, let’s dive into the remaining five strategies that can help you with boosting sales. We know that some businesses...