CRM Online

Is your Dynamics On Premise implementation cloud ready?

Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …

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Dynamics 365 and HR Management in an SMB

Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently identifying and attracting the most talented people on the market which is important for your company to grow. Now, the horizon of the HR department …

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Session Timeout Settings in Dynamics 365

If you are working on Dynamics platform, you would know that your login session does time out after some time. The customers usually ask if there is a way to tweak that. There have been tremendous improvements made to Dynamics CRM cloud security and one such feature is the addition of new session and inactivity timeouts. The default …

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Power Platform and the Rebranding of Common Data Service as Microsoft Dataverse

The Microsoft Power Platform is ever evolving! A few years ago we published an article on the use of one of its services call the Common Data Service. Well, Microsoft is now rebranding that as Dataverse. Same great features, but with a new name and updated terminology to appeal to the masses. What is it? …

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Bring Your Golden Image to the Cloud with the Help of a Microsoft Gold Partner

Moving your CRM system to the cloud has numerous benefits: a centralized customer database, instant access to sales opportunities, automated task management processes--the list goes on and on. So while you’re enjoying a more secure, flexible, and accessible CRM system, why not bring those benefits to your endpoint management process?   Taking your endpoint management …

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Dynamics 365 Portal Bootstrap

Dynamics 365 Portals offer a multitude of ways to customize the look and feel of your Portal, from an individual page element, to a web page, to modifications that will update your entire portal.  The Bootstrap file offers the most sweeping changes you can make to your entire portal, and it's one of the easiest …

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Dynamics 365 Change Data Capture

Recently, our team had the opportunity to work on a project that aims to build out a process for Microsoft Dynamics 365 Change Data Capture from the ground up. Typically, we use popular IPaaS services for this type of integration. Due to the unique requirements of this project, we elected to build a bespoke solution …

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Improving Dynamics 365 Data Integrations with Alternate Keys

Dynamics 365 Data integrations is something that we're quite familiar with - whether it's a custom integration tailored for one of our customers or it's utilizing our popular pre-built solution CRM For Distribution.  Microsoft added alternate key support to Dynamics 365, which allows us to greatly improve integration speed. The challenge One challenge that we've had …

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Syncing Dynamics 365 User Permissions with SharePoint

Today, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another.  This could be either natively or with a custom integration built at the hands of …

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Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge …

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