Migrate Your Old CRM System to Dynamics 365 on the Microsoft Cloud

Having an up to date CRM system is part of the foundation of a growing business. It allows an organization to grow and adapt to changes in their customers and industry. Businesses with an outdated system can feel irreversibly tied to it. They may want to migrate to a new system, but are unable to answer the fundamental question of how to make the jump to a new CRM system. As a result, they remain stuck with a solution they don't want. In this article we will review the three steps common to all CRM migrations, focusing on how [...]

By | 2018-02-21T16:09:21+00:00 December 4th, 2017|Uncategorized|0 Comments

Troubleshoot Dynamics 365 for Phones in a Web Browser

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 the support rep sent me a link over the chat so that we could see the mobile client in a native web browser. I’d seen this once before, but decided to take note this time so that I could add this to my list of [...]

By | 2017-11-28T14:35:54+00:00 November 28th, 2017|Uncategorized|5 Comments

Control Dynamics 365 Workflow Execution with Security Roles

Dynamics 365 workflows allow organizations to automate processes without writing code. This is a great tool for companies because automation can be implemented without time consuming custom development. Workflows can do great things in the right hands, but can also be harmful when used incorrectly. Naturally, a company may want to limit execution of only certain processes to certain users or teams. By default, Dynamics has a couple of broad options in terms of limiting workflow execution to certain groups of users. But with a little creativity you can apply very granular level of security to these processes using [...]

By | 2018-02-21T20:05:45+00:00 November 13th, 2017|Uncategorized|1 Comment

Sync Dynamics 365 (CRM) Appointments Without Sending Notes to Attendees

So, you have adopted the integration between Dynamics 365 (CRM) and Outlook. Using Appointments in CRM is a great way to create meetings that sync effortlessly to your Outlook. However there is a catch in CRM that if you enter meeting notes on the Appointment record. If data is entered in the Notes field, your Appointment attendees are sent an update of the Appointment with the notes you just entered. You may have entered some personal notes that you just don’t want your client or prospect to read. Here is an easy solution. You must have the System Administrator [...]

By | 2018-02-21T20:21:44+00:00 November 6th, 2017|Uncategorized|1 Comment

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. Grids, sub-grids, forms, lookups, advanced-find views, reports, and dashboards can all use Virtual Entities. They are also available via all Dynamics 365 online clients and custom applications. Virtual entities are simply a mapping of records and fields from an external data source to a custom Dynamics 365 entity. Dynamics 365 does not store or synchronize with the external data. Let's take a look at the [...]

By | 2018-02-21T20:46:45+00:00 October 27th, 2017|Uncategorized|0 Comments

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

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 platform, Power BI. The good news is that you can add a fully functioning pre-built Power BI dashboard to Microsoft Dynamics 365 using your own data, and appearing totally seamless as if it had been part of it all along. The even better news [...]

By | 2018-02-21T21:14:53+00:00 October 23rd, 2017|Uncategorized|3 Comments

Connecting Microsoft Dynamics 365 for Sales with Finance and Operations Business Edition

In July Microsoft released functionality to connect Microsoft Dynamics 365 for Sales (CRM) to Microsoft Dynamics 365 for Finance and Operations Business Edition (NAV). This flew under the radar a bit coming from the CRM side of things. I’ve made it a practice to keep a good watch on the Microsoft Dynamics 365 Roadmap ( which I find very helpful and an extreme upgrade over past roadmaps or lack thereof in the past. But, this new functionality fell under the Financials section and not the Sales or Customer service section. So, keep that in mind in the future when [...]

By | 2018-02-23T16:43:27+00:00 October 16th, 2017|Uncategorized|0 Comments

Migrate SharePoint to the Cloud with Robocopy

Recently, in the course of a CRM on-premise to online migration, we were also asked to help move SharePoint online as well. There are several third-party tools that do a good job of this, but one thing we had a problem with was the fact that some of the files and folders in SharePoint had been created outside of the Document Library structure, and these apps were unable to access those documents. While searching for a way to make this work, I came across a neat trick using good-old Robocopy to duplicate the files. Below are the steps to [...]

By | 2018-02-23T17:08:40+00:00 October 10th, 2017|Uncategorized|1 Comment

Update Dynamics 365 for Sales data with Microsoft Excel

T Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)  using Excel. Modifications can be made if the record being updated has not been modified between your change and the re-imported data.  Similar to the bulk edit function in advanced finds, this method allows you to update multiple records at once. In contrast to the bulk edit function, you can modify more than the 250 record max in the advanced find. The following steps will save you a lot of time if you need to update many records at once. Procedure: Let's use the example [...]

By | 2018-02-23T19:00:36+00:00 October 9th, 2017|Uncategorized|0 Comments

3 Mistakes You Can (And Must) Avoid for a Successful Marketing Automation Deployment

CRM Marketing automation tools are all the rage these days.  As organizations become more digitally focused, you may feel like you are being left behind if you don't have a cutting-edge Marketing Automation tool.  Don't get me wrong, they can be powerful tools that are capable of helping transform your business through increased relevance in today's digital economy.  However, when selecting and implementing one of these solutions, you have to make sure you are prepared.  Like any software implementation, the proper strategy and planning are the most critical aspects in ensuring success.  Without these, there's a good chance you [...]

By | 2018-02-23T20:37:47+00:00 October 4th, 2017|Uncategorized|0 Comments