Dynamics 365 was released in the last six months, and Microsoft is already working on enhancements and new features coming to Dynamics 365 (CRM). Besides
By now, you will have already heard about and seen some exciting videos of the features that have been introduced. It will be an inaccurate
Dynamics CRM has come a long way to become an established, and at the same time an evolving platform. There are several ISV solutions that have extended Dynamics CRM beyond a traditional CRM and provided many vertical solutions. One of the ISV solutions I would like to highlight today is “Dynamics CRM 2016 Workflow Tools” by demian_rasko on CodePlex. Like a lot of CRM add-on solutions on CodePlex, this one provides additional functionality at the CRM platform level; and the best part – it is free. This solution is available for Dynamics CRM On-Premises and Dynamics CRM Online, as well as a managed solution. Besides all these benefits, the source code behind this solution is open source, so if you are a developer then you can certainly extend it further to your requirements and add/contribute to this community.
I have always been a fan of
Everybody has dirty data. If you are lucky, on a normal business day it isn’t noticed very much, if at all. But, during a data migration, it can cause more than an embarrassment. It can cause a whole implementation project to come to a stop. Or, in extreme cases, it can make the whole dataset unusable.
Business data is valuable. Data is wanted for the convenience it brings. And, data is needed for legal reporting requirements. We can’t just throw dirty data away. We must respect the body of knowledge.
Dynamics GP interfaces with Excel in several different ways. The most common ways are through built in functions like Smartlists, Excel Budgets, and Dynamics pre-defined Excel reports. These are the base interfaces, but there are also several other methods to link GP data to Excel. Some of the other ways are through an ODBC driver, a third party add-ons, an Excel connection, etc. In this article, we will discuss the base methods as well as the Excel connection, as these are the quickest ways to get linked.
I’ve had years of experience in the consultative selling world of IT, hardware, software, and professional services. My clients are located in both the private commercial sector and public sector arenas. I recently switched to selling business applications, and although most of my knowledge transferred, there have been some new twists.