About Technical Team

This author has not yet filled in any details.
So far Technical Team has created 2 blog entries.

Dynamics 365 Workflow Tools

The business requirement was relatively simple, ‘Force the roll-up field to calculate after a new sub-record was added/changed/deleted for an Opportunity.’ As many Dynamics 365 admins are aware, most roll-up fields, by default, only calculate once a day, or if updated manually by the user by clicking on the refresh icon for the field.  This [...]

By | October 3rd, 2017|Dynamics 365|0 Comments

Dynamics 365 App for Outlook: Add Entities to the List of New Records

With the Dynamics 365 App for Outlook, users are able to create new records and track/set regarding to that new record. Users are also able to track/set regarding to existing records. In its basic state, this is limited to certain record types:  Account, Contact, Lead, Opportunity or Case. However, as an admin, this list can [...]

By | August 14th, 2017|Dynamics 365, MS CRM, Uncategorized|0 Comments