Efficiently manage and merge duplicate records within Microsoft Dynamics 365 Having clean and current data in your CRM system is vital to any organization’s sales and marketing process. With new data from users, emails, and integrations being entered daily, it happens
What are the benefits of the new Dynamics 365 Unified Interface? Improved Navigation One of the biggest changes in the Dynamics 365 Unified Interface is the expansion of the sitemap. This expansion makes it far easier for users to quickly find
Dynamics 365 upgrade: Automatic transition to Unified Interface Q&A Should I worry about the transition to Unified Interface? How does it affect me? The major release includes new capabilities and functionality for Dynamics 365. It will directly affect the user experience. Due to
Records in Dynamics 365: Quick Search Step 1. Open the entity, where you need to find information. In our case, it is “Accounts”. Step 2. Go to the “Search for records”. Step 3. Type the word that should be searched. For example, “University”.
Toggl is one of the most convenient time trackers that allows you to track your daily activities across different platforms; providing you with detailed insights and an opportunity to optimize your workflow by identifying areas where you can improve. It is
We can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. For example, we want to update our accounts with new information. To that, follow the next steps: Step 1. We open the entity