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

Coming to Dynamics 365 Customer Engagement Enterprise Edition

This post is going to send you off to a Microsoft site that outlines some of the new things coming to the upcoming release of Dynamics 365 Enterprise Edition Online.  But first a few comments. One item we are excited about is the updated user-interface.  The new interface is better organized, cleaner, and easier to use. [...]

By | August 17th, 2017|Dynamics 365|0 Comments

Microsoft has taken the lead from Salesforce.com according to Forrester Research

Microsoft has hit a major milestone for its Microsoft CRM 2016 application.  Forrester just ranked Microsoft ahead of Salesforce.com in their The Forrester Wave: Sales Force Automation Solutions, Q2 2017 report.  Forrester Research is an Amercian market research company that provides advice on the existing and potential impact of technology.  They are one of the [...]

By | August 15th, 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

Test Dynamics 365 for Tablet in a Web Browser

One of the advantages of Dynamics 365 is the new and improved tablet interface. Microsoft has been making great strides to help minimize white space and scrolling, and using Action Cards to alert users of high priority emails, accounts and activities. This is great news for our sales teams working diligently out in the field [...]

By | July 28th, 2017|Dynamics 365|0 Comments

Intelligent Query: How to Enhance your Advanced Find Experience

One of the golden features of Dynamics 365 is Advanced Find. It’s my go-to feature for building queries and finding exactly the data I need in the shortest amount of time. However, there is one caveat; this native feature does not allow you to build an Advanced Find with a “Does Not Exist” or “Does [...]

By | July 27th, 2017|Dynamics 365|0 Comments

Removing Project Service Demo Managed Solution from Dynamics 365

Recently, Microsoft has been releasing vertical-oriented managed solutions to complement the basic out-of-the-box (OOTB) CRM customizations as a way to quickstart an implementation. One of which, the Project Service demo, has had some issues when users decide to remove said solution from their instance if it’s not the right fit. The technical details for the [...]

By | July 26th, 2017|Dynamics 365|0 Comments

Relationship Insights NOW Available in Dynamics 365

The new Relationship Insights is available now for Dynamics 365 CRM. If you’re already a Dynamics 365 user, it’s suite of capabilities is included as part of your license at no extra cost. The videos and information provided below provide a first look into the new Relationship Insights capability and each of the key elements [...]

By | July 25th, 2017|Dynamics 365|0 Comments

Dynamics 365: Creating Email Signatures

Dynamics 365 allows individual users to create their own email signatures in Personal Settings. Follow these steps to create an email signature: 1. On the member homepage, click on the gear icon for Person Settings and select ‘Options’.   2. Under Personal Options, navigate to the ‘Email Signatures’ tab and click ‘New’ from the actions toolbar. 3. [...]

By | July 24th, 2017|Dynamics 365|0 Comments