D365CE

Welcome to our April newsletter dear readers!  Depending on where you are as you read this, I hope Spring has sprung!  For me, the weather is starting to warm up, and plants are beginning to bud while birds and animals are bustling around, getting ready for their new year.  Some of you might be…

2020 was full of obstacles, challenges, and disruptive changes that brought the human factor into the business equation. We embraced remote and socially distanced options for communicating, meeting, and learning across all aspects of life including individual, family, and work. Employees, colleagues, friends, and loved ones had to adopt new…

Dear Friends,  It’s hard to believe that the holiday season is upon us.  In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever.  Nevertheless, it is here, and I LOVE IT!  Perhaps because there are so many lists to be…

For those I haven’t communicated with before I’d like to introduce myself: I’m Michael Luehr (think fishing lure) – based out of our Chicago office and I’m our Microsoft 365 Practice Manager. If you would have told me in 2012 that I would someday be working directly with Jon &…

Storage for Dynamics 365 environments has been a hot topic for us over the past few months. Microsoft announced the new storage pricing a good while ago, but have just recently started enforcing limitations on customers that are consuming more storage than their subscription, which is putting pressure on everyone…

If you know me, you know that I am not someone who does particularly well with change or uncomfortable situations in general. When I was young my mom even attempted to write a book called “Change is Good” specifically to help me cope. Well, if you’ve been anywhere around the world in the past few months, you probably know that life recently has been all about change and adapting (go figure!). Although this hasn’t been the easiest…

The Editable Grid control is a handy tool within Dynamics CRM that allows users to edit a record in line in a list view without needing to open the form. Although enabling the editable grid is pretty straight-forward, there are some things to know that will help you provide the…

Having inconsistently formatted phone numbers in D365 is a huge bummer and remembering how to format a phone number for your new contact in Uzbekistan is even worse!  (It is +998 66 905 23 45 by the way.) There have always been clever ways to come up with methods for…

  One of my favorite podcasts ends with a question to the guest of what they’re currently optimistic about. I always liked this positive vibe, which I think we all could use a little more of these days, so I thought I would try to carry it over here to…

[This post has been updated with the latest methods for Dyn365CE 9.0+. Originally Posted April 26, 2018] 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,…