Read more about the article Create and Update Dynamics 365 Child Records with Microsoft Flow
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Create and Update Dynamics 365 Child Records with Microsoft Flow

  A client in the construction industry wanted to automatically create a new Project record in Dynamics 365 Customer Engagement when a project Quote was approved. They also wanted the…

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Read more about the article Join Us at the Microsoft Business Applications Summit
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Join Us at the Microsoft Business Applications Summit

The Microsoft Business Applications Summit has quickly turned into one of the premier technical conferences for our platform, Dynamics 365. Several members of our consulting team will be attending the…

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Read more about the article Dynamics 365 Multi-Select Option Sets, I Like Them But
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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 using jscript. There were a…

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Read more about the article Microsoft Dynamics 365 Relationship Insights
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Microsoft Dynamics 365 Relationship Insights

  Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM…

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Read more about the article Display Power BI Visualizations in Dynamics 365 Dashboards
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Display Power BI Visualizations in Dynamics 365 Dashboards

Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here’s how to do it. (more…)

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Read more about the article Get Ready for Microsoft Dynamics 365
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Get Ready for Microsoft Dynamics 365

There has never been a better time to be a Dynamics customer – new customer or existing customer. If you’re looking at Dynamics for the first time, you’re getting involved at an ideal time. Microsoft has created an ecosystem that allows you to deploy business applications that work great independently and seamlessly together. The Microsoft Dynamics 365 common data model makes it easy to add and deploy new functionality because it’s all made to work together from the get go. (more…)

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Read more about the article Dynamics 365 Transition – Part 2
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Dynamics 365 Transition – Part 2

In today’s blog post, I want to review the transition pricing for a small customer using a typical, small customer example. This transition from Dynamics CRM to Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information is important.

Before I get into it, first, a few disclaimers… (more…)

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