Dynamics 365 Articles

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

This is still under NDA… Will Re Post when the NDA is Lifted. In other words, we can’t talk about it just yet…. 🙂  

Dynamics 365 for Marketing 0

NOTE: THIS ARTICLE DETAILS DELEGATION OF APPROVAL (OF WORKFLOW ITEMS) NOT DELEGATION OF ENTERING REPORTS (TIME SHEETS, REPORTS ETC.) ON YOUR BEHALF. Finally the time has come, you’ve counted the days down, you’re going on Holiday – you can feel the golden sand in your toes and just about taste the cocktails on your lips. […]

D365 for Operations and Finance, Security and Workflow 0

A great piece of functionality that will help end-users be more efficient with interrogating large amounts of data and sifting through processes – this functionality is on most forms within Dynamics 365 for Ops – check it out!

D365 for Operations and Finance 0