When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff…
Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to…
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…
I attended Microsoft’s Business Application Summit and was able to catch several great sessions. But one that hit home the most for me was a session on the new Microsoft…
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 email templates. Formatting…
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…
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” with each new engagement. Not…
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 of us would rather spend…
Part of our practice and Dynamics 365 paradigm shift in general is based on a distributed workforce accessing remote or cloud-based solutions, on the go and in the field. To…