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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Read more about the article Creating a Custom Microsoft Dynamics 365 Learning Path
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Creating a Custom Microsoft Dynamics 365 Learning Path


Microsoft introduced a Dynamics 365 feature that empowers you to publish custom content and instruction for your users. Users get access to the content the moment they need it, in the context of their process and on the form they are using. It’s called the Learning Path. (more…)

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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 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 Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts
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Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts

 

Here’s a pretty easy task for sales professionals using Microsoft Dynamics 365. You’re probably interested in importing Leads and Contacts for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done. (more…)

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