If you take a look at your System Administrator CRM Utility Belt of super powers, make sure that Business Rules are included. Initially introduced in CRM 2013 and available in 2013, 2015, 2016 and Dynamics 365, Business rules allow you to apply form logic without needing JavaScript code or building plug-ins. System Administrators rejoice! Configuration above customization! […]
continue reading...
Becoming a Versatile Microsoft Dynamics Consultant: Combining Functional and Technical Skill Sets I’ve been working as a Microsoft Dynamics consultant for a number of years now, and I love my job. But back when I first started out, I remember feeling a bit unsure about how to classify myself. Was I a big picture person, […]
continue reading...
Today, CRM software is essential for any growing business. If you are in the market for a world-class CRM solution at a reasonable price, no doubt Microsoft Dynamics 365/CRM is on your short list. You can read articles here on the CRM Software Blog about the features and benefits of Microsoft Dynamics 365/CRM, but what […]
continue reading...
I’ll let you in on a secret: in most organizations, marketing is a cost center. We’re the department of spending money. The department of pretty pictures and “branding” campaigns. The department where budget goes to disappear. The good news is we can beat that perception by better putting to use the CRM Campaigns entity—all […]
continue reading...
Virtual entities were introduced in Dynamics 365 (Online) version 9.0. Virtual entities sound quite futuristic but put simply they enable integration of data stored in external systems without the need of custom code and data replication. This blog describes the benefits of using virtual entities, how to use them and what to think about when […]
continue reading...
One Click upload from CRM Notes to SharePoint. Upload documents with metadata, save in SharePoint in any folder structure, document library, site, and by document type. Watch: one minute video Download free trial: http://www.dynamicsobjects.com/Our-Solutions/SharePoint-Organizer-SPO -
continue reading...How Microsoft’s Azure Cloud is Helping Nonprofits with Digital Transformation Cloud technology is virtually everywhere in today’s world, though thousands of nonprofits working in remote areas haven’t been able to take advantage of the benefits that it offers. In a nutshell, cloud technology allows users to access both software and hardware over the internet. The […]
continue reading...
The next major cloud update for Microsoft Dynamics 365 arrived this month! The upcoming Business Applications October 2018 release comes with a host of features and enhancements that we are really excited about. As mentioned previously, all Dynamics 365 users will have to migrate to the new version by January 31, 2019 to take […]
continue reading...When you create records in Microsoft Dynamics 365, a 16 digit unique id, called a GUID, is assigned to the record. If you look at the fields in an entity from a solution, you will see that every entity contains an id field that is a type of Primary Key. If you add new fields, […]
continue reading...Watch it! Lightning fast One click to generated document from CRM Word Template PDF it, and attach to Email. CLICK HERE: Download FREE Trial Version .
continue reading...
