Archives

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 [...]

This month, with the availability of the April 2019 Preview release for D365 Customer Engagement, marks the first development cycle as part of the new update cadence for the D365 suite of apps. [...]

Microsoft recently announced they’re discontinuing Insights by InsideView, the widget typically seen on Account and Contact records that shows demographic and firmographic information about [...]

Dynamic Consulting announced today that David Gersten has joined their leadership team as a Microsoft Dynamics Practice Manager. Gersten brings nearly a decade of experience in the Microsoft [...]

Most browser-based systems, including Dynamics 365, rely heavily on the local “browser cache”, which is a storage area for frequently used application data that’s required to use the system. [...]

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 [...]

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, [...]

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, [...]

Say you’re like me.  Say, like me, you love Dynamics 365.  Also say you love Power BI just like me.  Well then just like me, I’m sure you love the easy to deploy prebuilt solution templates [...]

Dynamics 365/CRM has come a long way since the 4.0 and 2011 days when JavaScript was the only way to meet most custom requirements. We now have business rules, roll-up fields, calculated fields, [...]