Learning Paths: Your Custom Dynamics 365 Help Experience

Customizable Learning Paths for Dynamics 365 let you to deliver user guides and videos right to employees while they are working. Learning Paths have the potential to transform tasks like

Searching Relevantly in Microsoft Dynamics 365
Searching Relevantly in Microsoft Dynamics 365

Have you ever conducted a search (whether it be in a database, a document, a website, or the internet as a whole), only to find that the results are either

Disabled Users in Dynamics 365
Creating Disabled Users in Dynamics 365

If you’re migrating to Dynamics 365 and plan on moving your existing data, you’ll likely run into the problem where records reference users who are no longer with the company.

Woodford Configuration Tool
Exploring the Woodford Configuration Tool

The Woodford configuration tool provides an administrative user the ability to take more control of users in the field that are accessing Dynamics 365 via a mobile device. There are

Uninstalling a Managed Solution in Dynamics 365
3 Things you need to Know before Uninstalling a Managed Solution in Dynamics 365

Ever wondered how to remove a managed solution from a CRM environment and what the best practices are when doing so? In this blog, we will review the top three things

Schedule Anything in 3 Easy Steps with Dynamics 365
Schedule Anything in 3 Easy Steps with Dynamics 365!

So, you manage a team of mobile salespeople who are constantly on the road delivering presentations and following up with prospects. Your pipeline is an ever-growing list of leads and

is it a workflow
Is it Magic? Or is it a Workflow?

Workflows are the cornerstone of process automation in Dynamics 365. They are powerful, easy to use, and are shockingly flexible. Workflows streamline work, allowing your employees to spend more time

Form Refresh
Triggering a Form Refresh after CRM Dialog is Closed on Dynamics 365

CRM Dialog is a useful custom hosted control that can be used to update certain data. Once it is closed, the form refresh must be completed in order to reflect

Hyperlink to an Email Template
A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365

One feature that is not always utilized by our clients is Email Templates. Email templates work well when you want to send out standardized information to customers, but don’t need

Editable Grids in Three Parts
A Study of Editable Grids in Three Parts

One of the many new features of the most recent Dynamics 365 release is Editable Grids. In today’s blog, we’ll review the details of this cool new feature. First, we’ll