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

 
 

About Microsoft Dynamics 365

Designing a Custom App for Dynamics 365

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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On Click to PDF Word Template and Attach to Email

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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13 Features Being Removed From Future Releases of Dynamics 365

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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System Views vs My Views – Part Two of Two

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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Working with Calculated Fields in Dynamics 365

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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Compare Dynamics 365 for Outlook versus Dynamics 365 App for Outlook

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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Microsoft Dynamics 365 vs Salesforce Webinar December 7th

Microsoft Dynamics 365 (CRM) and Salesforce. If you are evaluating a customer relationship solution for your organization, odds are pretty good that you have come across the names of these two leading CRM platforms. Just like Coke vs Pepsi these two technologies have many similarities.  But how do they really compare to each other? If […]

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Pros and Cons of LinkedIn Sales Navigator for Dynamics 365 Users

Are you a LinkedIn user? Do you use it as a lead generation tool? I recently attended a session on the LinkedIn Sales Navigator. This is different from Insights and the LinkedIn Application for Talent. This is the tool targeted towards salespeople to mine their LinkedIn channel for potential leads. Based on my experience as […]

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Dynamics 365 Vector Images

What are Vector Images? We've been exploring the Preview of Dynamics 365 Potassium (v9) and are eager to share some of the cool new features with you!  One in particular is the added support of Vector Image Web Resources with a type of SVG.  SVG is short for scalable vector graphics and is a common W3C […]

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Microsoft Dynamics 365 ♥ Azure App Services

Microsoft Dynamics 365 ♥ Azure App Services Peanut Butter & Jelly ..... Cookies & Milk ..... Han Solo & Chewbacca There's been some great pairings that have stood the test of time.  Individually they each have their unique strengths, but combining them makes an unstoppable duo!  I've been working in the Microsoft space for my entire career, […]

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