One Version Policy Changes June 2019 for Dynamics 365 Finance and Operations

One Version Ch-Ch-Changes Microsoft’s One Version Policy has evolved quite a bit over the last year, and it’s changed once again – this time, for the better. Microsoft is (smartly) pivoting to [...]

Demystifying the Bookable Resource Booking

The Bookable Resource Booking entity (BRB) is a crucial component of the Work Order process that sets the technician’s schedule and records time spent working on a Work Order. We’ve spent some [...]

Sales order line workflows in Dynamics 365

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations.  Specifically, [...]

Flow: Send a List of D365/CRM Records on a Schedule

Scheduled reports have always been a bit of a challenge with D365/CRM. It’s easy to create a workflow to notify users and admins about actions on individual records, but sending a list of records [...]

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