Microsoft Dynamics 365 Tips and Tricks
Microsoft Dynamics 365 is a robust, cloud-based ERP and CRM software solution that provides businesses with the tools they need to manage their operations effectively. Whether you are new to Dynamics 365 or have been using it for some time, there are always new tips and tricks to learn that can help you get even more out of the software. In this article, we’ll share some of our favourite tips and tricks for Microsoft Dynamics 365.
1. Use Dashboards to Get a Quick Overview of Your Business
One of the best things about Dynamics 365 is that it provides you with a wealth of data about your business. However, it can be overwhelming to sift through all of this data to get an accurate picture of what’s happening with your company. That’s where dashboards come in. Dashboards are customizable screens that allow you to see the most important data about your business at a glance. You can create dashboards for sales, marketing, finance, and more. This way, you can quickly identify areas that need attention and drill down for more detailed information when necessary.
2. Automate Your Business Processes
Dynamics 365 includes a powerful process automation tool called Power Automate (previously known as Microsoft Flow). With Power Automate, you can automate repetitive tasks and streamline your business processes. For example, you could create a flow that automatically sends an email to a customer when a new order is placed or updates the status of a project when a task is completed. This can save you a lot of time and reduce the risk of errors.
3. Use Advanced Find to Search for Records
The standard search feature in Dynamics 365 allows you to search for records using basic criteria such as name or date. However, if you need to find records based on more complex criteria, you can use the Advanced Find feature. With Advanced Find, you can search for records based on multiple criteria and use operators such as “and” and “or” to refine your search. You can also save your searches for future use.
4. Use Scheduled Views to Stay on Top of Your Tasks
Dynamics 365 includes a feature called Scheduled Views that allows you to create custom views of your data and schedule them to run automatically at set intervals. For example, you could create a view that shows all the tasks that are due in the next week and schedule it to run every Monday morning. This way, you’ll always know what tasks are coming up and can plan your week accordingly.
5. Set Up Alerts to Stay Informed
Dynamics 365 also includes an Alerts feature that allows you to set up notifications for important events. For example, you could set up an alert that notifies you when a customer has placed a large order or when a project has gone over budget. Alerts can be sent via email, text message, or within the Dynamics 365 interface.
6. Use the Quick Create Feature to Save Time
If you frequently create new records in Dynamics 365, you can save time by using the Quick Create feature. Quick Create allows you to create new records without leaving the current screen. For example, if you’re working on a customer record and need to create a new contact for that customer, you can use Quick Create to do so without navigating away from the customer record.
7. Personalize Your Interface with Customization Options
Dynamics 365 provides a range of customization options that allow you to personalize the interface to suit your needs. For example, you can change the colour scheme, add your company logo, and move fields around on the screen to make them more accessible. There are even more advanced customization options available for those who have the technical expertise.
Microsoft Dynamics 365 is a powerful software solution that can help businesses of all sizes manage their operations more efficiently. By using these tips and tricks, you can get even more out of the software and make your work easier. Whether you’re new to Dynamics 365 or have been using it for years, there’s always something new to learn.