Will it Excel Template? Overcoming Common Obstacles of Excel Templates
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.

Be Taken With This Action-Packed Trailer for D365 In Focus! [VIDEO]
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.

Scoring Surveys Based on Answers with Voice of the Customer
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.

How to Find Invalid Optionset Values
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.

Introducing PowerSchedule, a New PowerPack Add-on for Microsoft Dynamics 365
September 14, 2017

Schedule and manage classes, sessions, and registrations in Dynamics 365 with our latest PowerPack add-on.

Dynamics 365 Field Service Agreements: How to Auto Generate Work Orders
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!

What You Need to Know About the Dynamics 365 Outlook Web App
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

The ‘C’ in CRM Means More Than Just ‘Customer’
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.

A Quick Fix for Browser Rendering Issues
September 6, 2017

In this blog you’ll learn about a quick fix to occasional browser rendering issues in CRM for Microsoft Dynamics 365!

How to Migrate Salesforce.com Attachments to 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.

Integrating Lists with the KingswaySoft SSIS Adapter
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!

Dynamics 365 July 2017 Update: Virtual Entities
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.