Dynamics 365 Articles

So you’ve logged into your LCS, gone to the project where your environment sits and you are greeted with a beautiful array of red text: First of all, don’t panic, your environment is fine – but now we are in the world of cloud computing we have to ensure that all things stay safe and […]

D365 for Operations and Finance, LCS 0

I’ve been putting together a presentation around Microsoft Dynamics 365 for Finance and Operations snapshot report functionality related to Project Management & Accounting and thought i’d present a few of the various rapid bits of analysis you can do to see the health of a project. Please note that all of these reports and queries […]

D365 for Operations and Finance, Project Management and Accounting 0

Recently I had the privileged of having a chat to Addi Ammar, one of the Dynamics 365 housing specialists at Hitachi Solutions and also one of my mates. Addi is SUPER passionate about housing and has working in the industry for over 5 years. Her passion for the technology and for how it can be […]

Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Office 365 0

Having just come back from an amazing time at Extreme365, I have had some time to digest and consider the content and discussions from the event and here is a brief write-up of my thoughts on the announcements and outcomes. These thoughts are my own and are premised around the v9.0.2 release of Dynamics 365 […]

CRM 0

In part 2 of this 3 post series I spoke about the Microsoft and how you are able to keep up to date with what is being released, so that you don’t end up building something into your Dynamics 365 implementation that is going to be added in a next release. In this post, I […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales 0

In Part 1 of “Future Proofing your Implementation and Configuration – The Licensing Question” I covered off a couple things to take into account as far as licensing goes. The next question is around the Microsoft roadmap and a few things both customers and partners need to consider when planning for and implementing Dynamics 365 […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales 1

Recently Kyle Hill and Chris Huntingford attended the D365 Saturday event in London. Firstly, What an EXCELLENT, well organised event. Thank you to all of the sponsors that invested so much time and money into growing the Dynamics 365 community. It was amazing to see so many D365 community members in one location, getting involved and […]

CRM 0

Based on a recent article by my TDG colleague Chris Huntingford, I started wondering about the over-referenced term of Digital Transformation. Why do we need to hear that term again? Well the reason for it is related to Chris’ article on future-proofing your customisations (and platform) and to the Microsoft Dynamics 365 update cycle. Think […]

CRM 0

Microsoft Dynamics 365 Customer Engagement is an incredibly versatile platform that can be configured with relative ease. This is both a good and bad thing because often solutions that are implemented descend into configuration anarchy. Yes, it sounds as bad and it is. Imagine a deployment with hundreds of entities, attributes and solutions that are […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales 2

Here is a quick copy and paste job from Microsoft’s documents site (https://docs.microsoft.com/) for reference to assist with advanced filtering and query syntax: Advanced query syntax Syntax Character description Description Example value Equal to the value that is entered Type the value to find. Smith finds “Smith”. !value (exclamation point) Not equal to the value that is […]

D365 for Operations and Finance, Personalisations and User Options 0