Once again, we are honored to be recognized by CRMsoftwareblog.com as their Top Blogger for 2019 and as a Top Member for 2019. As the #1 Top blogger on their site, crmsoftwareblog.com, our posts received the most traffic and generated the highest number of clicks back to our website.
Beringer Technology Group Kicks Off 2020 by Acquiring DeckerWright Corporation, Expands Presence in Northern and Coastal New Jersey
MAPLE SHADE, N.J., Jan. 21, 2020 /PRNewswire/ -- NJ based Beringer Technology Group and Red Bank, NJ based DeckerWright Corporation (www.
In the healthcare industry, 58% of data security incidents begin with an inappropriate action carried out by someone within the affected organization. Although the percentage isn’t as high among other industries, it’s still something you can’t afford to ignore.
Channel Properties in Dynamics
Automatic Record Creation Rules are a great way to evaluate and take action on items that enter queues in Dynamics. They allow you to create and update records, send emails, and start child workflows. This functionality is powerful enough on its own, but if you've ever worked with Automatic Record Creation Rules in Dynamics you've probably noticed the option to use Channel Properties in Dynamics.
Unforeseen disasters can strike at any time, and when they do, your business could come to a grinding halt. Having a business continuity plan could prevent this from happening by securing your valuable business data at another location. But all too often, data backup can be too complicated for the average IT personnel to manage.
Model-driven apps offer Dynamics administrators and business managers a no-code, component-focused approach to building purpose-specific apps for their end users. These apps can be simple or complex and offer rich design capability with a responsive and uniform UI across multiple devices.
This holiday season, there are many things to be thankful for: our families, our friends, good health and so much more. So while we reflect on all the things we are thankful for this year, I would like to share what I am most thankful for in CRM for Distribution.
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.