CRM Software Logo

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

 
 

About Microsoft Dynamics CRM

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 […]

continue reading...

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 […]

continue reading...

Microsoft Dynamics 365 vs. SalesForce

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, […]

continue reading...

Incredible offer for Dynamics SharePoint Organizer (SPO) users

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 […]

continue reading...

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 […]

continue reading...

9 Ways Microsoft Dynamics CRM nurses Healthcare Provision to its full potential

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 […]

continue reading...

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.  […]

continue reading...

Virtual Entity- Connect CRM to External Database with unique GUID

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 […]

continue reading...

Understanding the Multi-Select Field in Dynamics 365

The multi-select field within Dynamics 365 (CRM) was introduced with the release of version 9.0 (July Update). This new field opens up new possibilities for System Administrators and Customizers. How to Create the Multi-Select Field in Dynamics 365 So, let's get started with creating this new field. Once the field is added, we can do […]

continue reading...

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 […]

continue reading...
 

 
 
Show Buttons
Hide Buttons