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As a sales professional, your time is valuable. You need a tool that can help you streamline your sales process, so you can focus on what you do best: closing deals. That's where Dynamics 365 Sales comes in. In this blog post, we'll show you how Dynamics 365 Sales...
Forbes has voted Dynamics 365 Business Central as the Best ERP System for May 2023! What is Microsoft Dynamics 365 Business Central? Dynamics 365 Business Central is an all-in-one business management application that helps companies connect their financials,...
A growing Microsoft Gold Partner is looking to add an enthusiastic and highly motivated Dynamics 365 CE Functional Consultant to our team. The successful candidate will work closely with our clients to understand their business needs and translate them into...
When QuickBooks is not enough for your growing business Many organizations struggle early on in their bookkeeping from paper, to Excel, then to Quicken or QuickBooks while cost and financial accuracy are large factors, employee availability and time...
Eliminate multiple systems and connect your entire business. Automatically pull your systems and processes together with Microsoft Dynamics 365 Business Central. Are you tired of disconnected systems and siloed information? Are you managing your business in Excel?...
Generating sales-ready leads is critical to any business. Without a steady flow of qualified leads, businesses cannot achieve sustainable growth. While there are many lead generation strategies available, marketing automation tools such as Dynamics 365 Marketing...
Learn more about modern advanced find by watching our demo!
If you’re using the Sales Hub or Marketing model-driven apps, you should be able to see an Insights Tab on the Contact form. If you’re using a custom Contact form in any model-driven app, you will want to reach out to your administrator to get the Insights tab...
Search a view then save the results! Also, why can’t I use wildcard in a search?! Today we cover a nifty feature Microsoft released that can benefit end users, especially those that don’t like to mess with filters (whether using traditional Advanced Find or...
With the introduction of Dataverse search in Dynamics 365 CE, the way you configure search changed just a bit. You still need to use the Quick Find View within the table to configure which fields are searchable in that table. The change and the steps below describe...
Release Wave 2 2022 Plan Has Been Released Microsoft released the 2022 Release Wave 2 Plan on July 12, and we have the low down! The features in this release are from October 2022 through March 2023. This release includes new features across Dynamics 365...
Establish Goals The goals for the company leadership should be translated to the goals of the sales organization, and then to the goals of the individual sales people. If an organization knows what leadership considers important as it relates to its customer base,...
Covenant and Clayco identified twelve unique business processes across twelve business lines. [pdf-embedder url="https://covenanttechnologypartners.com/wp-content/uploads/2022/05/Dynamics-365-Relaunch_-Client-Case-Study-1.pdf" title="Dynamics 365 Relaunch_ Client...
Dynamics 365 Field Service was implemented with the existing D365 Sales solution to give new and greater insights into the service delivery side of the business. [pdf-embedder...
Fast growing “essential” company reduces risk by moving from unsupported applications to a modern platform. [pdf-embedder url="https://covenanttechnologypartners.com/wp-content/uploads/2022/05/Company-Moves-from-Old-Application-to-a-Modern-Platform.pdf"...
With the 2022 Release Wave 1 for Dynamics 365, we are getting an update to Advanced Find. This is currently available for Public Preview, and General Availability is expected (as of today) in April 2022. At first glance, I was not at all thrilled with this change....
Missing Jump Bar In the last release wave of 2021, you may remember that there was a bug with the entity grid views and that the alpha bar, or Jump Bar as it’s known in Power Platform, was missing. Microsoft fixed this issue, however you may still notice that it is...
Highlights from Dynamics 365, Release Wave 1 Dynamics 365 Marketing continues to invest in collaboration by enabling collaborative content creation with Microsoft Teams. Marketers can use content fragments and themes to improve authoring efficiency. Investments in...