Fields
Dynamics makes it easy to extend its out of box standard field set to meet your company's needs. You can add your own custom fields to the out of box entities as you need, but you'll want to be sure to follow these best practices!
No Duplicates
The system will not allow you to create two fields with the same field name however, you can create two fields with the same display name.
Microsoft Support Changes
Microsoft plans to make changes so that only the current version of Office, Windows, and Server licensing is supported. This means that changes for organizations will occur for those that are not up to date on the latest versions of their Microsoft products.
Multiple Forms
If you're familiar with using multiple forms in Dynamics, then you know that you can create different forms and assign security roles so that different users see a different form for a specific entity. This can get rather complicated depending on how many forms you are using and if you are using a layered security approach where a user may have multiple security roles that are applied to different forms.
Are you struggling with the new Dynamics Unified Interface? Did you know the old web interface is going to be deprecated October 2020, so you'll be forced to switch? This webinar will give you an overview of the differences between the web interface and the unified interface.
What is Dynamics Tidbit Tuesday @ 2?
Beringer Technology Group is proud to announce our new monthly webinar series - Dynamics Tidbit Tuesday @ 2. We will be hosting a 30 minute webinar the 2nd Tuesday of every month at 2:00 PM ET. These sessions will be a way for us to share our vast experience and expertise of Microsoft Dynamics 365 with you.
Thanks to businesses expanding their digital reach and unifying their organizations through the adoption of Dynamics 365, Microsoft adjusted the structure and pricing model of their original data storage model.
How do the new changes affect our customers?
Previously, users viewed their storage capacity in multiple places:
There is now a 'Capacity' page in the Power Platform Admin Center where admins can visualize their capacity data in a single place.
Archiving Your Dynamics 365 Data
One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in Microsoft Dynamics.
What is a Business Rule?
Simply put, a Business Rule is a code-free way to apply rules to a form in Dynamics. You can use a Business Rule to set field values, clear field values, set field requirement levels, show or hide fields, enable or disable fields, validate data and show error messages, or create business recommendations based on business intelligence.
You are cordially invited to attend the Prophet 21 Lake Erie Regional User’s Group meeting. Take advantage of this unique opportunity to meet fellow Prophet 21 users from the region to share ideas and to network.
October 25th, 8:30 AM to 3:30 PM
Jergens Inc
15700 S Waterloo Rd
Cleveland, OH 44110
This meeting will focus on Process Automation with an emphasis on the how to make your P21 environment and users more efficient.
Preview our latest newsletter which features articles on Dynamics 365 2019 Release Wave 2, Security Solutions to Protect Your Organization from Cyber Attacks, CRM for Distribution, Events, and much more!
To view the Beringer October 2019 newsletter, click here.