September 29, 2017
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.
September 26, 2017
We’re pretty sure you’ll be taken with our Dynamics 365 In Focus video series! Watch our trailer and get pumped up for what’s coming your way this fall.
September 22, 2017
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.
September 18, 2017
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.
September 14, 2017
Schedule and manage classes, sessions, and registrations in Dynamics 365 with our latest PowerPack add-on.
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!
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
September 8, 2017
Recently, a friend asked me to review a draft of his resume. Since I’m familiar with his work history, I was a little surprised to see that he had included CRM experience.
September 6, 2017
In this blog you’ll learn about a quick fix to occasional browser rendering issues in CRM for Microsoft Dynamics 365!
August 29, 2017
In order to migrate attachments from Salesforce to Dynamics CRM, we could use Kingswaysoft without writing any code through the Developer version.
August 25, 2017
Migrating activity records into CRM can contain several steps depending on the complexity of the source data but now with KingswaySoft SSIS adapter you can add records in one easy step!
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.