Is Microsoft Dynamics 365 right for my company?
Is Microsoft Dynamics 365 right for my company?

Microsoft Dynamics 365 logo

Since the release of Dynamics 365, many British businesses have undoubtedly asked themselves whether this new cloud-based ERP (Enterprise Resource Planning) system is the right solution for them.

Business Anywhere
Business Anywhere

Microsoft CRM 4 Email Templates
Microsoft CRM 4 Email Templates

ms blogUsing email templates in Microsoft CRM 4 is a great way to cut down on retyping the same email again and again. They can also be used to send out by mail merges and by automated workflows.

For more information or advice on how to best use Microsoft CRM for your business do get in touch.

The video link tutorial below takes you through setting up a template and then how to use the template when creating a contact.

Date 16 April 2015 Categories Microsoft Dynamics CRM
Microsoft CRM 4 Advanced Find and View Sharing
Microsoft CRM 4 Advanced Find and View Sharing

ms blogThe advanced find in Microsoft CRM is a great way to filter your data
and then either create a view, run marketing against the results, export
to Excel and so on.

The video link tutorial below takes you through setting up a simple advanced find that filters on two entities. It then shows how to save the find as a view and then share that view with others.

Date 16 April 2015 Categories Microsoft Dynamics CRM