Read more about the article Microsoft Dynamics 365 Setup – Personal Options
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Microsoft Dynamics 365 Setup – Personal Options

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…

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Read more about the article Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views
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Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

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…

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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 Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come
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Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come

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…

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Read more about the article Formatting Basic Email Templates in Dynamics 365
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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 email templates. Formatting…

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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 Dynamics 365 – Elements of Style – Ch, Ch, Changes
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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” with each new engagement. Not…

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Read more about the article Copying an Address Using Microsoft Dynamics 365 Workflows
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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 of us would rather spend…

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Read more about the article Working Safely on Public Networks
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Working Safely on Public Networks

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…

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