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

 
 

 

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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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 […]

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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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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 […]

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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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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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Did you know that, according to Forrester, 93 percent of online experiences begin with a search engine? That’s why search engine optimization (SEO) is so important for brands today. As the only marketing automation and email marketing solution that’s natively embedded in Microsoft Dynamics 365, ClickDimensions is committed to helping Dynamics 365 and CRM users […]

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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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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. The data source can […]

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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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