The Best Tools to Migrate Configuration Data to Dynamics 365
Configuration data is used to define custom functionality in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and is typically
September 13, 2020
Author: Scott Florance
Power Automate is the Future for Workflows
A workflow is a series of steps and rules that serve to automate a business process. It can be as simple or complex as you make
April 30, 2020
6 Common Mistakes When Setting Up Your CRM
Moving is never fun, whether it is a physical relocation or a digital migration. However, sometimes it is necessary in order to grow as a
November 26, 2019
A Work-Around for Using Multi-Select Option Sets in Workflows
I have been waiting forever for Microsoft to implement multi-select option sets (I’ll use MSOS going forward). When I was a CRM Admin at a
October 29, 2019
Microsoft Dynamics vs. Salesforce – Which One is Right for You?
The age-old battle of CRMs, Microsoft Dynamics vs. Salesforce. Even though Salesforce has built a reputable name and holds seniority in the field, Microsoft’s Dynamics
September 25, 2019
4 Reasons to Migrate to Dynamics 365
In dealing with today’s Customer Engagement solutions, previously known as Customer Relationship Management (CRM), Microsoft has made a bold push to be one of the
July 30, 2018
The Applications of Dynamics 365
One of Microsoft’s biggest releases of last year was Dynamics 365, a new platform residing in the cloud that bundled together the Dynamics CRM application
July 30, 2018
5 Quick Customizations Every Dynamics CRM User Should Make
Microsoft Dynamics CRM, now part of Dynamics 365, is one of the most popular CRM applications available. A company can use CRM in a vastly
July 30, 2018
Upgrading from CRM2013 to 2016: Can’t Find Your Navigation Entities?
As well-prepared consultants, we recently performed a test upgrade from CRM 2013 to CRM 2016 to see what conflicts might come up. One of the
June 22, 2017
How To Modify Custom Security Roles After Upgrading to CRM 2016
As a standard practice, whenever I set up a new CRM organization I don’t modify the out-of-box configuration of Security Roles. Instead, I make a
June 21, 2017
