CRM Software Implementation Tips

Console Application For Microsoft Dynamics CRM

As a developer, when working on a Microsoft Dynamics CRM instance you might come across a situation where you might have to update legacy data. I recently came across this situation. Problem: There are 2 sets of Date/Time fields. One set is on the out of the box opportunity entity and another is one of our custom entities – …

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Create an SSRS Report for Dynamics 365 – Part 2

Part 2 – Building The Report   In the first part, we spoke about how to add the data source. Now, after adding that, we now have to add the dataset. The dataset is what we are going to be creating the report on. Let us take an example of creating a report on an …

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Create an SSRS report for Dynamics 365 – Part 1

Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process …

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QuickBooks and Dynamics 365 CRM Integration: Best Practices and Tips for Success

  Try to keep data consistent and accurate between QuickBooks and Dynamics manually is an impossible amount of work. Let’s explore the best practices and tips for getting it done automatically with a QuickBooks and Dynamics 365 integration.   Intuit QuickBooks Online is a cloud-based solution for accounting needs that is very popular with small …

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Using a CRM Checklist for a Successful Implementation in an SMB

Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation team or a Consultant working with you in your small and midsize business (SMB), to get it done. But trust me, there are so many factors that you have to check before you even begin the CRM implementation. The good news is, …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2

Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection!    In Part 1, we covered best practices surrounding your Azure Portal …

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Missing Form Editor through command bar in Microsoft Dynamics 365

As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a Form editor. This form editor can be accessed from the default solution or an unmanaged solution or command bar. Access form editor through default solution: To access it from the Default Solution, you …

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Avoiding death of data with CRM in an SMB

More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to open it in the fear of what may spill out. A few years down the line, it changed to a shared drive on the company network. This gave rise to the innumerable folders …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 1

Your Microsoft Dynamics 365 CRM is a database packed with invaluable information on your business.  It deserves the best protection you can provide. From prospects, customers and service issues, purchasing, and so much more, your business can’t function without this information. A security breach that puts this data in the wrong hands would be nothing …

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Cleaning up Data in Microsoft Dynamics CRM 365

It is important to clean up data in our CRM solution regularly. One of the main reasons is that unwanted data can lead to performance issues. Performance issues include taking too much time for the form load, saving records, random SQL timeouts etc. When working with applications like Microsoft Dynamics 365, one of the most predominant …

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