6 Fundamental Microsoft Dynamics 365 Tips (and how to make the most of your apps)



So, you’re a Microsoft Dynamics 365 beginner and you’re wondering where to start. Well, you’ve come to the right place.

With so much to offer it can be easy to miss those hidden gems that will really meet your specific needs. But when you’re running a business there’s little time to get to grips with all your new apps.

That’s why we have pulled together six essential tips for getting the most out of Microsoft Dynamics 365 – so you can become an expert in no time!

1. Exploit integration features

What Microsoft Dynamics 365 does best is bring all your disconnected systems together - finally! This means that the more apps you use in sync, the more efficiently your business will flow.

Although we all know and love the classics, Microsoft dynamics 365 goes beyond your everyday uses for Word and PowerPoint. Instead, make the most of connected applications to improve productivity. Let’s take Outlook for example – it’s more than just emails. Now you can use it to create quotes, process orders and submit invoices which can all be sent directly to Word or Excel.

And why not go one step further? Creating automated workflows allows you to streamline your day, making it easier to get the job done. In fact, with Microsoft Flow you can even connect workflows with other SaaS services.

2. Some apps work better together

Often in life, the best things come in pairs. Like wine and cheese, or strawberries and cream; it’s hard to have one without the other.

And Microsoft Dynamics 365 apps are no exception. One of the highlights of this solution is that apps are designed to be used collaboratively; and the best duo in the collection is definitely Sales and Marketing. Not only does this combination reflect a dynamic that already exists in the workplace, but it supports and encourages your departments to work better together.

This perfectly matched pair will seamlessly connect your customer knowledge with marketing efforts, guaranteeing better results.

3. Be more flexible with the cloud

It’s time to let go of all your on-premise stress - no more expensive upgrades, no more unreliable hardware, and never again will work be unfindable because Linda went on holiday. What’s great about the cloud-based system is that it is secure, flexible, and upgrades are affordable!

Despite the temptation to exploit everything on offer, our top cloud tip is to start with what you need. Microsoft Dynamics 365 is all about helping you be efficient – but that can be hard with 99 applications you didn’t want or know existed crowding your system.

This is what cloud-hosting helps prevent. With no hardware slowing you down, it’s easy to try before you buy. So, start small and grow at your own pace.

4. Produce better insights with Power BI

If you really want to optimise your performance, then look outside the core Microsoft Dynamics 365 offering. Now completely compatible with Power Platform, there is even more for you to play with. And in particular, Power BI is not to be overlooked.

Instead of wasting your energy creating time consuming reports, let Power BI do it all for you – and better! The detailed, real-time dashboards are a valuable tool for any manager or CEO looking to engage with their data in a meaningful way.

And make sure all your teams are using this tool – it’s much more effective when it’s being applied throughout the business. With analytics being constantly updated, you can finally ensure your business decisions are well-informed with concrete insights. You barely have to lift a finger.

5. For next level performance, use Business Central

If you haven’t heard of Business Central already - you need to. For a truly all-in-one, end-to-end solution this is the application to use.

As a business owner, CEO or manager of an SMB, you know it can be easy to get lost in the everyday minutiae of your organisation. And while it is important, it shouldn’t take away from larger strategic planning.

Business Central gives you the ability to do both through one simplified platform. Not only can Business Central help sort and clarify the activity of your teams, but it can point you towards the bigger picture. So, while succeeding on an everyday level is great, Business Central is essential if you want to future-proof your business.

6. Microsoft learning tools were made to be used

And let’s not forget one of the most important resources Microsoft has to offer – free learning tools. Not only has Microsoft built the software; they’ve also written a map to help walk you through it.

If you prefer to do your learning online, head over to Microsoft Learn and check out their vast range of courses and modules. Here you will find almost an excess of extremely valuable tips on all things Microsoft. Alternatively, they also host free training events in the Microsoft headquarters – these come with the added bonus of free biscuits! From cram days to beginner courses, you can find something to suit you.

Although your switch may seem overwhelming, the Microsoft apps and resources are here to make your life easier. So, put your feet up, grab a cup of tea, and let your automated workflows pick up the slack.


To find out more about Microsoft Dynamics 365 applications get in touch with one of our experts today.