D365 Life Without Code

Making CRM simple and Byte Sized!
Check out our second account @ByteSizedBuzz to keep up to date with all our existing applications.

[D365 Life Without Code @D365Rocks]

Who is D365 Life Without Code?

Have a listen to the first in our series of podcasts featuring the D365 team! Company founder Claire-Louise Bristow explains who we are in under 60 seconds, keeping things simple and byte sized!

#theminutemindset #CRM #Dynamics365 #podcasts

[D365 Life Without Code @D365Rocks]

In Dynamics, Roles are a bit like a handshake; they need to be linked both ways. This means that to create one for your system, you need to ensure you have a role to and a role from.

#Connections #Opportunities #CRM #Dynamics #supportsmallbusiness

https://t.co/f55bzgeCck

[D365 Life Without Code @D365Rocks]

Dynamics offers you a way to document any connections to any opportunity. With the correct role assigned to a connection, you can structure how it is associated and appears.

#Connections #Opportunities #CRM #Dynamics #supportsmallbusiness

https://t.co/f55bzgfa1S

[D365 Life Without Code @D365Rocks]

Want to learn how you can add your custom entities to your Outlook plan for optimisation? This blog can help!

#Dynamics #Outlook #D365 #supportsmallbusinesses

https://t.co/pNY0Kr0uo4

[D365 Life Without Code @D365Rocks]

Did you know that you can easily export your Outlook contacts to your Dynamics environment and save yourself time? Read on to find out more!

#outlook #excel #export #Dynamics #D365

https://t.co/mJnW2UNENE

[D365 Life Without Code @D365Rocks]

Identifying your connections to any Opportunity

Dynamics offers you a way to document any connections to any opportunity. With the correct role assigned to a connection, you can structure how it is associated and appears.

https://t.co/f55bzgeCck

[D365 Life Without Code @D365Rocks]

Dynamics offers its users many ways that they can integrate other Microsoft products. By using Dynamics in connection to Outlook. you can add your custom entities to your Outlook plan for optimisation.

#Dynamics #Outlook #D365 #supportsmallbusinesses

https://t.co/pNY0Kr0uo4

[D365 Life Without Code @D365Rocks]

Instead of creating contacts in your Dynamics environment one by one, why not just export your existing contacts from your Outlook environment? See how with this post!

#outlook #excel #export #Dynamics #D365

https://t.co/mJnW2UNENE

[D365 Life Without Code @D365Rocks]

Dynamics offers you a way to document any connections to any opportunity. With the correct role assigned to a connection, you can structure how it is associated and appears.

#Connections #Opportunities #CRM #Dynamics #supportsmallbusiness

https://t.co/f55bzgeCck

[D365 Life Without Code @D365Rocks]

Adapting the software to work for you - Custom Entities in Outlook

One of the main advantages that Microsoft Dynamics offers its users is the multiple ways you can integrate your data to many other Microsoft products, such as Outlook.

https://t.co/pNY0Kr0uo4

[D365 Life Without Code @D365Rocks]

Why export your Outlook contacts?

This is a very good question. If you are already using the Dynamics 365 Outlook app, you know that you're able to sync Outlook to Dynamics with the click of a button, so why export your contacts?

https://t.co/mJnW2UNENE

[D365 Life Without Code @D365Rocks]

The business process flow (sales process) can be viewed at various points of the system. We would recommend that, unless you have a very set flow of how you work, not to attempt to alter the business process flow.

#opportunities #dynamics #CRM

https://t.co/9jHgk5kZxS

[D365 Life Without Code @D365Rocks]

When you qualify a lead, the system will check to see if a contact or company with that email or address has already been created. Always ensure that the details you have entered are correct.

#leads #Dynamics #CRM #d365 #supportsmallbusiness

https://t.co/c0rTiyrz42

[D365 Life Without Code @D365Rocks]

Did you know that, when installing your applications, Microsoft may ask you for a mobile phone number so that you can install the applications on your mobile device as well?

#Office #microsoft #supportsmallbusiness

https://t.co/qlPg5THoFF

[D365 Life Without Code @D365Rocks]

Your Dynamics environment can be configured to your organisation’s needs. This is why we genuinely believe that live training sessions is the best way to communicate exactly what this can mean for each individual and their company.

#training #live #D365

https://t.co/aarwCRP6eU

[D365 Life Without Code @D365Rocks]

In Dynamics, Roles are a bit like a handshake; they need to be linked both ways. This means that to create one for your system, you need to ensure you have a role to and a role from.

#Connections #Opportunities #CRM #Dynamics #supportsmallbusiness

https://t.co/f55bzgeCck

[D365 Life Without Code @D365Rocks]

Want to learn more about the opportunity process in Dynamics? This blog can help!

https://t.co/Y6k65vqERh

[D365 Life Without Code @D365Rocks]

Want to learn how you can add your custom entities to your Outlook plan for optimisation? This blog can help!

#Dynamics #Outlook #D365 #supportsmallbusinesses

https://t.co/pNY0Kr0uo4

[D365 Life Without Code @D365Rocks]

Did you know that you can easily export your Outlook contacts to your Dynamics environment and save yourself time? Read on to find out more!

#outlook #excel #export #Dynamics #D365

https://t.co/mJnW2UNENE

[D365 Life Without Code @D365Rocks]

Installing your Office applications is quick and easy! In this blog, we'll take you through the process step by step so you know exactly what to do!

#Office #microsoft #supportsmallbusiness

https://t.co/qlPg5THoFF

[D365 Life Without Code @D365Rocks]

Most things in Dynamics are customisable to you. Thankfully, it is fairly easy to take the ability to import away from your employees!

#Dynamics #Import #d365 #supportsmallbusiness #CRM

https://t.co/IkbHle92wt