Many organisations are looking to move from Dynamics on prem to Dynamics online. A big task with lots of moving parts, here are some steps you can take to make the move a little more seamless. Read on for more detail about each step. A checklist to make your move from on prem to online…
From complaint letters to ASB Diary sheets this handy functionality enables you to add word templates to Dynamics that can be edited and sent/emailed to customers. Here’s how: Step 1: Create a Word template Where you can create a template There are three places in customer engagement apps where you can create a Word template:…
Many housing associations are grappling with the decision to build core processes using Dynamics 365 or PowerApps. But what’s the difference, and how could the decisions made now impact the organisation in the future? Before we start… One key element here is that both PowerApps and Dynamics 365 are part of the ever growing Microsoft…
Ok, not the most crowd-pleasing subject but address validation is so important (particularly in our sector) and something that helps you manage this critical data. Having a piece of validation software in place enables: What is address validation Its a method to check that the addresses you collect and have stored in your database are…
Like much of the Microsoft stack Dynamics plays nice with Outlook and a handy app allows you to view records, track emails etc without even leaving outlook. Don’t get me wrong this is a great thing, but the app does come with a health warning…especially for those who are implementing Dynamics 365 for the first…
