Qualify Leads Your Way – Not Microsoft’s Way
Microsoft’s standard Lead Qualification tool does exactly one thing: it converts a Lead into an Account, Contact, and Opportunity. If your business sells the way
Microsoft Dynamics 365
Two Small Tools That Save Your Dynamics 365 Team Hours Every Week
Not every CRM problem needs a big solution. Some of the most time-consuming friction in a Dynamics 365 system comes from small, repetitive tasks –
Your Customer Called About an Email You Didn’t Send. Now What?
A customer calls asking about “that email” they got last week. You have no idea what they’re talking about – because it came from marketing,
Your CRM Already Knows. It’s Just Not Telling Anyone
Somewhere in your Dynamics 365 system, there’s a view that matters. “Accounts with planned revenue but no sales activity in 180 days.” “Invoices over 90
Five Tools Microsoft Doesn’t Give You (But Every Dynamics 365 Team Needs)
Your Dynamics 365 license gives you a CRM. It doesn’t give you a training library your team will actually use, visibility into who’s using the
Introducing the P2 Control Layer
Better tools for teams already on Dynamics 365. Over the years, one pattern has shown up again and again in the companies we work with.
The Complete Guide to Views in Dynamics 365 and Power Apps
Views are one of the most powerful — and most overlooked — features in Dynamics 365 and Power Apps. Every time you open a list
Grouping and Totaling in Dynamics 365 Views
This article is part of our complete guide to Views in Dynamics 365 and Power Apps. 👉 Read the full guide here. Views in Dynamics 365
Rearranging and Resizing Columns in Dynamics 365 Views
This article is part of our complete guide to Views in Dynamics 365 and Power Apps. 👉 Read the full guide here. Choosing the right
How to Hide Views in Dynamics 365 and Power Apps
This article was updated to reflect current Dynamics 365 and Power Apps functionality. This article is part of our complete guide to Views in Dynamics