Read more about the article Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example
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Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example

In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one…

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Read more about the article Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?
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Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?

  When you are customizing Dynamics 365  forms -- what are your Elements of Style? Back in the days even before there were pocket-sized calculators, in my high school you could identify…

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Read more about the article Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.
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Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.

Want long-term success when you’re implementing Dynamics 365 for Sales? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright dismiss the need to have input…

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Read more about the article Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now
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Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now

Yes, Dynamics 365 is an onion. I just keep peeling back the layers of this onion called Dynamics 365 and each time, I am more impressed. Even looks like an onion…

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Read more about the article Dynamics 365 Enterprise Edition Sales — Customer Insights
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Dynamics 365 Enterprise Edition Sales — Customer Insights

One of the biggest challenges in achieving adoption of a Customer Engagement system like Dynamics 365 Enterprise for Sales is getting sellers excited about what the system can do for…

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Read more about the article Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code
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Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code

Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM.  In the good old days, it would take a lot of tedious code behind the scenes to get…

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Read more about the article Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows
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Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows


In the upgrade to Microsoft Dynamics 365, Admins or users who can customize Business Process Flows will notice a new way to manage changes to Microsoft Dynamics 365 security roles. In earlier versions of CRM (2013-2016) the option in Dynamics CRM was to open a Business Process Flow, then chose “Enable Security Roles” in the ribbon. Post upgrade, Security controls for certain Business Process Flows have moved to their own tab in the “Security Roles” area in Settings.

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