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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

Over the past couple of years, Dynamics 365 has become a much broader application. As such, Microsoft introduced various apps to help organizations focus on the areas they need to utilize for their business. Examples of these include the Dynamics 365 for Sales app and the Dynamics 365 for Service app.However, many organizations need a […]

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You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

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Trying to decide whether to implement Microsoft Dynamics CRM or SalesForce may seem like a tricky decision at first. We are here to guide you through your decision-making process and present some advice our clients have found helpful in the past. Logan Consulting is a proud supporter of Dynamics CRM, also known as Dynamics 365, […]

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Normally we hear about all the great new features being added to Microsoft Dynamics 365. But you also need to be aware of the features and capabilities that are being deprecated Technically "to deprecate" means "to express disapproval of (something)". In the software world, it means something that is “usable but regarded as obsolete and best […]

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With Dynamics SharePoint Organizer (SPO) each CRM entity is configured how the entity integrates with the corresponding SharePoint Document Library. Naturally, each CRM entity has different type of documents and different tags (metadata) that describes the type and content of the document, what the document is about, and how it relates to other documents and […]

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Sharing "My Views" with Teams In Part One, I talked about the differences between System Views and My Views. I also mentioned that whenever possible to filter by dynamic values (current user, manager, territory, last month, next year, etc.).   What if you work for a company that has several different divisions and your user […]

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With flu season in full swing, healthcare is at the top of everyone's mind. Whether you’re a patient or a healthcare provider, there is no illusion that the healthcare system is perfect. Certain things can be streamlined and made more efficient, helping everyone involved. Enterprise Resource Planning (ERP) solutions are a logical group to turn […]

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What is a calculated field? Calculated fields perform calculations using data from other fields and return the result.  Calculated fields do not require knowledge in programming and are easy to set up. Let’s start by creating some fields. Create 2 fields and set the Data Type to Decimal Number and the Field Type to Simple.  […]

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Virtual entity is a custom entity that has fields containing data read from an external data source, a feature released in Dynamics 365 version 9. With virtual entities you connect directly to external data source, and data is displayed at runtime, rather than stored in CRM database, as with “normal” entities. Virtual Entity cloud web-service […]

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Microsoft has two CRM applications that integrate with Microsoft Outlook. The name is almost the same, but there are specific differences. Dynamics 365 for Outlook Dynamics 365 App for Outlook Late in 2016 Microsoft released their latest Outlook add-on, Dynamics 365 App for Outlook (not to be confused with the original Dynamics 365 for Outlook) to […]

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