Blog


Calculating Upcoming Dates in Dynamics 365

A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to show that you value your customers go a long way to retain loyalty. This is known as increasing your customer’s “lifetime value”, referenced in this article by Entrepreneur…

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Calculating Dynamics 365 Dates

The Power of Auditing in Dynamics 365

The Power of Auditing in Dynamics 365

In complex CRM systems, tracking down the source of record changes can be difficult. Workflows, plugins, business rules, and scripts can change field values without user intervention. I was recently troubleshooting a Dynamics 365 form which always displayed the “unsaved changes” notification as soon as it was opened. I disabled all scripts and business rules,…

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Dependent Option Sets Updated for Dynamics 365

One of the most common requests we get when customizing Dynamics CRM is the dependent option set, or “cascading” pick list. In this setup, the values displayed in the child option set are dependent on the values displayed in the parent. This has a few features: When no value is selected in the parent option…

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Dependent Option Sets in Dynamics 365

The ABCs of Leads

The ABCs of Leads: Why You Should be Using Them

Lead utilization is perhaps one of the most misunderstood aspects of a CRM system. Confused over their role many organizations choose to ignore them completely. If your organization is looking to track the ROI of specific marketing activities, perform timely follow up, and keep a relevant database you should be taking advantage of Leads. Below…

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Dynamics 365 CRM for Phones

Troubleshoot Dynamics 365 for Phones in a Web Browser 3

Need to troubleshoot the Dynamics 365 for Phones Mobile App?  Use the built in “Emulator.” Recently I was on a support call with Microsoft troubleshooting an issue on the Dynamics 365 for Phones mobile app (Side Note: The ‘Associated Activities View’ is not available on the mobile app). We were doing a screen share and…

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Control Dynamics 365 Workflow Execution with Security Roles

Dynamics 365 Customer Engagement (CRM) workflows and dialogs allow organizations to automate processes without writing code, which makes them a great tool for pretty much any company. However, with great power comes equal risk. Many workflows and dialogs should only be able to be executed by a select group of users. By default, you have…

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WorkflowSecurity

No Code Data Integration Has Arrived with Dynamics 365 for Sales Virtual Entities

With the release of the Dynamics 365 October service update comes an exciting new capability called Virtual Entities. Virtual entities allow for read-only, no-code, integration to other systems right within Dynamics 365 for Sales. Virtual entities can be used within grids, sub-grids, forms, lookups, advanced-find views, reports, and dashboards. They are also available via all…

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No Code Data Integration with Dynamics 365 Virtual Entities

Power BI Dashboard

How to add Power BI dashboards to Microsoft Dynamics 365: A Step-by-Step Guide 2

Microsoft Dynamics 365 already includes a built-in dashboarding feature with acceptable charts, lists and basic drill-down capabilities. By default, the Dashboards page will be the first thing most users see when they log in through the web interface: But these dashboards pale in comparison with the full capabilities and superior aesthetics of Microsoft’s flagship analytics…

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