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Custom filtering on a lookup within Microsoft Dynamics 365 CRM

Reading time: 3 - 6 minutes

How to customise your filtering on a lookup in Microsoft Dynamics 365 CRM to reduce the massive amounts of data you see every day.

What is a lead and should I be using them in Microsoft Dynamics 365 CRM?

Reading time: 2 - 4 minutes

One size doesn't always fit all. What works for some might not work for you, which includes creating leads in Microsoft Dynamics 365 CRM. Find out here to find out which side you sit on... 

Extending Microsoft Dynamics 365 SharePoint Integration with Power Automate

Reading time: 2 - 4 minutes

A quick how-to guide on extending SharePoint Integration from Microsoft Dynamics 365 CRM with Microsoft Power Automate.

Integrating external systems into the Microsoft Dynamics 365 DataVerse

Reading time: 2 - 4 minutes

How to fully utilise the Canvas apps within a Model-Driven app when collecting data from an external source and recording it inside DataVerse. 

Simplifying your Microsoft Dynamics 365 CRM Search

Reading time: 3 - 5 minutes

With the old Categorisation search being disabled, it's time to get our heads around the new Relevance search and this is how you do it!

How Dynamics 365 Marketing and Microsoft Teams have become a necessity

Reading time: 2 - 3 minutes

Directly integrate your Microsoft Teams live events and meetings with your Dynamics 365 Marketing for a more streamlined and productive way of working.

Sending surveys with ease using Dynamics 365 Marketing and Customer Voice

Reading time: 2 - 3 minutes

The best way to listen to your customers or prospects and proactively action their feedback with Microsoft Dynamics 365 Customer Voice and Microsoft Dynamics 365 CRM.