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 Dynamics CRM Eye for the NAV Guy – Impressions of Directions North America
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Dynamics CRM Eye for the NAV Guy – Impressions of Directions North America

This week I had the pleasure of attending the annual conference for NAV partners, Directions North America. As a long-time Microsoft CRM guy and current Dynamics 365 Customer Engagement (CE)…

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Read more about the article Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows
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Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows

A client of ours needed to analyze information about the duration of time users spent in the various stages of their Dynamics 365 Lead-to-Opportunity business process. Searching on the web…

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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 Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management
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Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management

“Acquiring a new customer is 5 to 25 times more expensive than retaining an existing one.” – Amy Gallo, Harvard Business Review One of the most important factors in growing…

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