Record GUID
How to Derive and Expose a Record GUID on Your Forms using OOB Functionality

Let’s say you want a unique reference number for your Opportunity records in Dynamics 365. You could use PowerAutoNumber for a customizable reference number, although that isn’t always an option.

Schema Name for a CRM Field
Creating a Bookmark that Shows the Schema Name for a CRM Field

In today’s blog, we’ll show our Internet Explorer users how to create a “Favorite” (aka bookmark) that will display the schema name for a CRM field. Step 1: Creating the

PowerSuccess Helps ETI
Solution Spotlight: Planes, Trains, and …. Aerial Lift Trucks?! PowerSuccess Helps ETI Track Rentals with Dynamics 365

This edition of the Solution Spotlight features PowerSuccess customer, ETI. Dustin, ETI’s PowerSuccess Engineer, discusses how he helped ETI track their equipment in CRM, so they could see what customers

Custom Shortcuts on a CRM Dashboard
Make Your Own Custom Shortcuts on a CRM Dashboard in Microsoft Dynamics 365

Dynamics 365 is pretty easy to navigate, but sometimes you may want to get to a specific area of CRM even faster! One way to do this is by adding

Milestones
Using Milestones in Dynamics CRM as a Field Change Tracker

Sometimes users of Dynamics CRM want to track changes to selected fields in order to produce timeline reports intended for business analytics rather than forensic research. Milestones provide that functionality

child cases
How to Increase the Number of Child Cases a Parent Case Can Have

Have you ever needed to be able to associate more than the default number of child cases that a parent case can have in CRM? Out-of-the-box CRM allows for a

Quoting Output Documents
Quoting Output Documents and Rich Text Formatting

Dynamics CRM is chock-full of nifty features to help enable the sales processes at large organizations, however, one area that sometimes requires deeper configuration is quoting and the document generation

Replication Service Solution
Scribe Online Replication Service: Part Three – Creating the Replication Service Solution

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

Scribe Online
Scribe Online Replication Service: Part Two – Connections for CRM Online and SQL On-premises

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

customizing
Best Practices for Business Process Flows

A visual representation of business processes can add value to any organization, whether it’s about working a sales opportunity to close or assisting customers through a support issue. Business process

customizing
Updating the Pipeline Phase Prefix Numbering in Dynamics CRM

When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any

customizing
Cross Reference Keys in Scribe Insight in Dynamics CRM

A successful Microsoft Dynamics CRM implementation hinges on good data and being able to reference data easily and accurately. Scribe is an excellent tool that can help manage that data