D365/CRM Opens Too Many Windows! [Solved]

Dynamics 365/CRM has offered support for Chrome and Firefox for quite some time now, but to be honest I’ve been slow to adopt them over IE due to one feature: “Always open pop-ups in [...]

Project Service: Decoding Security Errors

After upgrading to the latest version of PSA, we had some users send in reports of security errors when performing some common operations. The errors look something like this: At first glance, [...]

Dynamics 365 extensibility roadmap updates

Findings from #UserGroupSummit I’m sitting here after attending the MSFT14 – Dynamics 365 for Finance and Operations: Microsoft Managed Continuous Updates and Support Experience [...]

Flow and Connected Devices with Dynamics 365

Ebb and Flow™ Maybe you’ve heard about Microsoft Flow recently?  It’s a workflow engine powered by Azure Logic Apps to connect your favorite applications and services together.  Sounds fun, [...]

UPS Worldship and FedEx Ship manager in D365

What happened to UPS WorldShip in Dynamics 365 for Finance and Operations?! Since the days of AX2009, many companies have relied on the simplicity of the ‘Ship Carrier Interface’ to integrate [...]

CFO overview and Financial Insights KPI list

Look at all these KPIs! There’s all these wonderful out-of-the-box reports provided by Microsoft for Dynamics 365 for Finance and Operations. When you spin up a new instance, the values [...]

Dynamics AX to Dynamics 365 upgrades

Upgrading from Dynamics AX to Dynamics 365 We’ve recently done a couple of upgrades from AX 2012 to D365. I thought it might be beneficial for a quick synopsis of the different types we’ve [...]

Custom fields in D365 for Finance and Operations

Adding custom fields As mentioned in the video I recently created (https://www.youtube.com/watch?v=GxnOdPWMYw8), since platform update 13, authorized Dynamics 365 for Finance and Operations users [...]

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