Changing the Dynamics 365 Social Pane View to Activities
May 22, 2018

In today’s blog, we will walk through the steps on how to change the Microsoft Dynamics 365 Social Pane View to Activities on a form.

GDPR-friendly Web Forms that Feed into Dynamics 365
May 21, 2018

With the deadline to meet the GDPR (General Data Protection Regulation) fast approaching, we want to make it easier for our customers to collect the consent they need from their clients, and track that in Dynamics 365.

Using Virtual Entities with Dynamics 365
May 3, 2018

Virtual entities allow Microsoft Dynamics 365 users to utilize record information from external data sources and view the information in fields, search results, and even Fetch XML-based reports within Dynamic 365.

How to Call a Custom Action in a SSIS Integration
April 30, 2018

Here’s how to call a custom action in a SSIS Integration in Dynamics 365 in order to take advantage of advanced business logic during a data import.

Creating a Dynamics 365 Workflow with Microsoft Flow
April 20, 2018

Microsoft Flow is a great tool for users without significant coding knowledge to create effective workflows within their Dynamics 365 system.

D365 In Focus: The USD Accelerator [VIDEO]
April 19, 2018

In this Dynamics 365 In Focus, learn how the USD Accelerator can provide benefits to your business quicker than just USD alone!

Creating Your Customer Care Dream Team
April 17, 2018

Organizations big and small, across all industries, are refocusing on customer care strategies. Does your customer care strategy take you the distance?

Dynamics 365 for Finance and Operations Project Types

There are six types of projects that can be utilized in Dynamics 365 for Finance and Operations. In this blog we explore when to use each project type.

Capturing Signatures in Dynamics 365
April 16, 2018

In this blog we’ll teach you how to enable signatures in Dynamics 365 in addition to capturing signatures in the Dynamics 365 for Phones and Tablets app.

Dynamics 365 as an Application Integration Platform
April 12, 2018

Learn how Microsoft Dynamics 365 makes for a great application integration platform for line of business systems within enterprise level organizations.

Data Migration: Do and Don’ts
April 10, 2018

In this blog, we will share the “Dos and Don’ts” for an enterprise level data migration project to ensure that your migration goes smoothly.

Consider Business Rule Scope
April 2, 2018

The impact of the business rule scope needs to be considered when developing business rules to ensure the rule is applied correctly.