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.

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

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.

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.

Dynamics 365 July 2017 Update: Virtual Entities
August 24, 2017

Virtual Entities are a new, easier way to create a quick view of external data sources in Dynamics 365. Learn about this new feature from the July 2017 Update.

Troubleshooting Security Permissions? Don’t Forget Cascading Permissions
August 23, 2017

Learn how to troubleshoot security permissions and check cascading permissions in Microsoft Dynamics 365.

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.