A Quick Guide to Dynamics & Power BI Dashboards

Posted by Bernie Thibeault on 11.12.18

Dynamics 365 is a great tool on which to build any of your business applications. Buying a license will spin up an instance already configured with Sales, Customer Service, Field Service and Project Management modules. They all have the standard Dynamics dashboards and reports. But how do you know when you need to customize those reports, or better yet, upgrade your reporting to Power BI?

Read More

Topics: Power BI, Dynamics 365

A Complete Guide to Microsoft's Digital Feedback Loop

Posted by Bernie Thibeault on 11.09.18

Microsoft's Business Applications are uniquely capable of helping you transform your business, enabling you to optimize your processes by connecting the key pillars of your business. You cannot name another business software company that can provide you with modern, integrated and intelligent applications for every part of your business process.

Read More

Topics: Dynamics 365, Common Data Model, Digital Transformation, Digital Feedback Loop

Benefits of the Dynamics 365 Integrations with Office 365

Posted by Bernie Thibeault on 11.06.18

I’m going to keep this introduction short and sweet. If you are making the decision between Dynamics 365 and another software or are wondering how to leverage Dynamics 365 and the other Microsoft productivity tools, it is a no-brainer to use the integration between Office 365 and Dynamics 365. Here’s why:

Read More

Topics: SharePoint, Office 365, Outlook, Power BI, Business Intelligence, Dynamics 365, skype for business, PowerApps, OneDrive, AI, OneNote, Cortana, Dynamics 365 Integrations

What You Need to Know About Changes to the Unified Interface

Posted by Bernie Thibeault on 10.31.18

The Unified Interface is meant to provide a consistent, accessible, uniform user interface across devices and across clients.  However, whether I am working with the Web/Classic Interface or the Unified Interface, I have always found it clunkier than it needs to be. Why not make the navigation as simple as possible? I don't need all that extra fluff. 

Read More

Topics: Dynamics 365, Unified Interface

Types of PowerApps: Canvas Apps vs Model-Driven Apps

Posted by Bernie Thibeault on 10.16.18

 

There has been a lot of buzz about PowerApps lately, some of which has involved a new type of app available for creation called a Model-Driven App. This post will explain the benefits and differences between canvas-based and model-driven apps.

Read More

Topics: Dynamics 365, PowerApps

Making Meetings Matter with MS Teams

Posted by Molly Roy on 09.17.18

Meetings without these key elements are time wasters.  Learn how to keep your audience engaged and accomplish your objectives by running productive and efficient meetings. 

Read More

Topics: Workflow, Dynamics 365, Microsoft Planner, Microsoft Project, skype for business

Track Dynamics Data In Real-Time by Adding Power BI Dashboards

Posted by Bernie Thibeault on 08.21.18

Integrating your Power BI Dashboard into Dynamics 365 is a simple process but one that can save time and add tremendous value to your projects! In this blog I will walk through how to put an already existing Power BI Dashboard into Dynamics 365, but if you would like help creating the dashboard, get in touch with me at bthibeault@aerieconsulting.com or leave a comment below!

Read More

Topics: Power BI, Business Intelligence, Dynamics 365

Project Management Tools  (Don't forget the sticky notes!)

Posted by Molly Roy on 07.03.18

Working at Aerie Consulting, a Microsoft Partner, I have had the opportunity to work with a wide variety of clients and almost all have asked in some fashion or other:  What is the best project management tool?

Read More

Topics: Workflow, Power BI, Dynamics 365, Microsoft Planner, Microsoft Project

Improving Operational Productivity with Dynamics 365

Posted by Bernie Thibeault on 06.18.18

Dynamics customers improve their operational efficiency by up to 38%+

Read More

Topics: Office 365, Workflow, Power BI, Dynamics, Dynamics 365, Flow

Energize your Sales Team with Gamification in Dynamics 365

Posted by Bernie Thibeault on 05.13.18

Learn how Gamification can help motivate your Sales Team and drive increased performance, productivity, and adoption of business applications

Read More

Topics: CRM, Dynamics, Microsoft, Dynamics 365

Subscribe Here!

Recent Posts

Posts by Tag

See all