How to Configure ‘I Follow’ Functionality for Custom Entities
October 30, 2019

In this blog we show you how to configure the ‘I Follow’ functionality for custom entities in Dynamics 365.

Utilizing Google Chrome to Work Efficiently with Multiple D365 Orgs and User Accounts
September 30, 2019

Google Chrome has the capability to manage multiple accounts – learn how to incorporate this capability to better manage multiple D365 organizations.

Personalizing Custom Entity Icons with Metro Studio
October 26, 2018

In this blog we show you an awesome workflow to personalize custom entity icons in Microsoft Dynamics 365 with Metro Studio.

Microsoft Dynamics 365 CRM Configuration Migration Tool
August 27, 2018

Learn about an often-overlooked option for migrating configuration data between environments: the Dynamics 365 CRM Configuration Migration Tool!

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.

Real-time Workflows
Don’t Delete Your Configuration Data! Use Real-time Workflows Instead
July 1, 2016

Picture this scenario. After weighing the pros and cons between filtered lookups vs. dependent option sets for States/Provinces and Country entities, your organization decides to go with filtered lookups. You’ve

tips-and-tricks
Adding Custom CRM Fields to the Dynamics Connector After Initial Configuration
November 23, 2015

In some instances, after you have initially configured your Dynamics Connector, you will need to add additional CRM fields into the mapping. Sometimes the proper method to reconfigure works without

addons
Copy PowerFind Configuration and Import into a New Instance
July 9, 2015

PowerFind is a powerful and versatile Add-on from PowerObjects that allows you to search for a person across Leads, Accounts, and Contacts without having to go into the QuickFind for

tips-and-tricks
Testing Incoming Mailbox Configuration for Server Side Sync
January 29, 2015

Here is a quick blog for those of you setting up server side sync in Dynamics CRM: If your Email Server Profile is set to “Credentials specified by a user

troubleshooting
Import Sequence Number and the Dynamics CRM Outlook Client
February 5, 2014

Are you getting a generic error when attempting to configure the Dynamics CRM Outlook Client? Because there isn’t an actual error message visible from the workstation, it can be a

crm-101
Advanced Tips for Configuring Dynamics CRM for Outlook
August 23, 2013

There are a number of configurations that can be made to enhance a user’s experience using Dynamics CRM within Outlook. (If you still need to install the Outlook Client, you

crm-101
How to Install Dynamics CRM 2011 or 2013 for Outlook
August 22, 2013

The Microsoft Dynamics CRM for Outlook add-in is a powerful way to use Dynamics CRM within Outlook. It also allows you to synchronize your contacts and activities between the two.