Insights and How-to's From Our Dynamics 365 Experts
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Formatting Basic Email Templates in Dynamics 365
Just about every client we work with looks to use Dynamics 365 email templates. There’s a lot of utility and flexibility to take advantage of with
Dynamics 365 Multi-Select Option Sets, I Like Them But
Back in the ‘good old days’ (version 4.0 ?) if you wanted a multi-select option set on your Dynamics CRM form, you could simulate one
Dynamics 365 – Elements of Style – Ch, Ch, Changes
The evolution of Microsoft Dynamics 365/PowerApps, etc. has been swift and unrelenting. Those of us who create and implement solutions face more and more “to-do’s”
Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management
“Acquiring a new customer is 5 to 25 times more expensive than retaining an existing one.” – Amy Gallo, Harvard Business Review One of the
Using SLAs instead of Entitlements in Dynamics 365
Dynamics 365 can help an organization manage fairly complex Service commitments to customers by using Entitlements and SLAs. However, if your needs aren’t all that
Update Data in Dynamics 365 Using Excel
You may encounter some data maintenance scenarios more easily handled by using Excel to update data in Dynamics 365. Luckily, the system allows us to
Display Parent Entity Fields using Calculated Fields in Dynamics 365
While I do appreciate having the ability to create a ‘Quick View’ form to display one or more Parent fields on another form, the truth
Leads – The Junk Drawer of CRM
Everyone has them. Some are good and some are bad—or worse. What are they? They’re leads. Leads by their very nature are suspect—right? We don’t
Copying an Address Using Microsoft Dynamics 365 Workflows
How do you increase user acceptance for any application? One way is to reduce the amount of data entry the user is responsible for. Most
