So You Think You Know Agile?

Extending Dynamics 365 is developing software, and there are processes designed for doing just that. “Agile” is a popular way to say, “Lightweight Process” or “Scrum”, but the term means much more than that – Scrum is one piece of a much larger and diverse landscape.

How to Register a Dynamics Application with ADFS

Learn how to register a Dynamics 365 application with ADFS in this step-by-step blog post.

D365 In Focus: Get Started with PowerChat in 5 Easy Steps [VIDEO]

In today’s episode of Dynamics 365 In Focus, PowerPack Pro, Jake, explains just how easy it is to setup and use the PowerChat add-on!

Restore from a Dynamics 365 Online Instance Backup

Today’s blog will walk-through how you can restore from a Dynamics 365 Online Instance backup. Specifically, we will note that the target Org does not need to be the same case as the source of the backup. It can be another existing or one that you created.

Create a Dynamic Marketing List Based on PowerScore Rules

There are countless scenarios in which Dynamics 365 and PowerScore can work to your marketing advantage. In this scenario, we’ll set up a PowerScore Rule

Adding Custom Icons with Tooltips for a Column in Dynamics 365

In today’s blog we cover a step-by-step process to adding custom icons with tooltips for a column in Dynamics 365!

Will it Excel Template? Overcoming Common Obstacles of Excel Templates

Excel templates are a fantastic option for analyzing and presenting Dynamics 365 data in a repeatable manner – learn how to present your data in this blog.

Scoring Surveys Based on Answers with Voice of the Customer

Learn how to use the scoring functionality within the Voice of the Customer module. We will create a simple Customer Satisfaction Survey and assign different score values per answer.

How to Automatically Send a Webform Submission to a Nurture Campaign

Do you want to know how to begin nurturing leads as soon as a webform submission is sent? Here’s how PowerWebForm and PowerNurture can help when successfully linking to one another.

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.

Exploring Field Types – Part II of IV: Calculated Fields

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

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