Managing a Successful Upgrade
September 18, 2017

Completing a Dynamic 365 upgrade can be a daunting task for an organization, especially if it is the first time. As the Project Manager (PM) overseeing an upgrade, it is important to understand potential unease with the process and be diligent with preparation and communication.

How to Find Invalid Optionset Values

In this blog we cover a method to identify invalid optionset values, so we can fix them in our ETL package before we attempt to create the record in Dynamics 365 Online.

Introducing PowerSchedule, a New PowerPack Add-on for Microsoft Dynamics 365
September 14, 2017

Schedule and manage classes, sessions, and registrations in Dynamics 365 with our latest PowerPack add-on.

Dynamics 365 Field Service Agreements: How to Auto Generate Work Orders
September 13, 2017

Commonly used for preventive maintenance, Field Service Agreements automatically schedule work orders and invoices based on a set occurrences in Dynamics 365. Learn more in this blog!

Exploring Field Types – Part II of IV: Calculated Fields
September 12, 2017

In today’s blog, we’ll discuss Calculated Fields in Dynamics 365, including when and why to use them and how to add them. Let’s get started!

What You Need to Know About the Dynamics 365 Outlook Web App
September 11, 2017

Microsoft announced that they will be planning on deprecating the Microsoft Dynamics CRM Outlook Client in the Dynamics 365 July 2017 Update and will be focusing on the Dynamics 365

The ‘C’ in CRM Means More Than Just ‘Customer’
September 8, 2017

Recently, a friend asked me to review a draft of his resume. Since I’m familiar with his work history, I was a little surprised to see that he had included CRM experience.

Updates! Come Get Your Dynamics 365 Updates! Come One, Come All.
September 7, 2017

Whether you are new to CRM, using a previous version, or an expert—our latest webinar series is for you.

A Quick Fix for Browser Rendering Issues
September 6, 2017

In this blog you’ll learn about a quick fix to occasional browser rendering issues in CRM for Microsoft Dynamics 365!

How to Create Microsoft Word Templates in Microsoft Dynamics 365
August 30, 2017

Using Microsoft Word templates in Microsoft Dynamics 365 can be a huge time-saver when you want to provide a professional document for an entity, especially if you need to make the document more than once for more than one records. Let’s get to it!

Dynamics 365 July 2017 Update: Field Service and Azure
August 28, 2017

Microsoft Connected Field Service allows companies to leverage Azure with their Dynamics 365 Field Service deployment. With the July 2017 Update for Dynamics 365, you now have flexibility to bring in the components you need from one of your existing Azure subscription.

Integrating Lists with the KingswaySoft SSIS Adapter
August 25, 2017

Migrating activity records into CRM can contain several steps depending on the complexity of the source data but now with KingswaySoft SSIS adapter you can add records in one easy step!