How PowerHashTag Can Keep You Organized While Providing Details on Contacts and Leads
August 17, 2017

Learn how PowerHashTag can help you keep CRM data clean and provide a way to store information in an organized, searchable fashion.

Dynamics 365 July 2017 Update: Email Enhancements in the Customer Service Hub
August 16, 2017

Microsoft now offers many new email enhancements in the Customer Service Hub (previously known as Interactive Service Hub) in the July 2017 Update.

Dynamics 365 July 2017 Update: Event Management
August 8, 2017

In the Dynamics 365 for Marketing July 2017 Update, Microsoft has added the Event Management module that builds on existing marketing capabilities to help event organizers plan, manage, and process events.

How to Validate Close as Won on an Opportunity
August 7, 2017

When the circumstance occurs to check when an Opportunity is Close as Won you can validate the execution of this message with a plugin using the Win message. Today’s blog

What is a Citizen Developer, and Why Should I Care?
August 3, 2017

There’s a term floating around more and more lately: Citizen Developer. While it’s on the cusp of becoming a more mainstream phrase, its meaning has yet to become widespread, and

Dynamics 365 July 2017 Update: Microsoft Dynamics 365 for Talent
August 2, 2017

On July 1, 2017 Microsoft released Dynamics 365 for Talent. This new Human Capital Management (HCM) application is cloud-based and utilizes Microsoft Common Data Services. The Talent application can be

Window Navigation Rules
Window Navigation Rules
August 1, 2017

When creating Window Navigation Rules (WNRs, or simply Rules) for Unified Service Desk (USD), have you ever thought to yourself, “I wish I didn’t need so many of these darn

cannot add records to marketing lists
Fixed: Cannot Add Records to Marketing Lists
July 31, 2017

We have identified a fix for a problem that affects upgraded CRM 2016 on-prem environments when using marketing lists and today’s blog will tell you all about it! Let’s jump

Customer Field Types
Customer Field Types in Microsoft Dynamics 365
July 28, 2017

Out of the box entities in Dynamics 365 have always had an advantage over custom record types due, in part, to the very cool features provided by the “Customer” field

Auto Capturing Emails
Auto Capturing Emails
July 27, 2017

One of our favorite features of Dynamics 365 is the ability to display emails related to records in Dynamics 365 without having to track them in Outlook. This feature is

Add To Queue
What “Add To Queue” Really Means: Plugin Code and Understanding AddtoQueue SDK Message Processing
July 26, 2017

If you’ve ever wondered how AddToQueue functionality works behind the scenes in CRM, you’ve come to the right place… in today’s blog, we’ll demonstrate the logic behind it. Note that