New Dynamics 365 Administrators Guide
New to Dynamics 365?
If you’re an administrator for new Dynamics 365 deployment, you may have many questions about the more technical nature of how things work with Dynamics.
This site has many ‘how-to’ articles that I’ve collated over the years and below is a curated list of posts written by myself, my team and other people on the internet. If you get stuck - throw me a message.
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Manage it
How to manage the basic operation of the service and administrate the software
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Use it
How to add, remove and manage the users in the system including their access and security
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Change it
How to modify screen layouts, fields and views to increase business value and user performance
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Automate it
How to use Power Automate to add a layer of automated workflows and events
Use it
The biggest thing to a CRM is user adoption - ensure you get the most from all the areas of the system
Automate it
Make your Dynamics jump through hoops for your users and add a whole new level to your user experience
Photo’s by luis gomes, Christina Morillo, fauxels, Brett Sayles from Pexels