This is the fourth blog in my 12 part series focusing on Microsoft Dynamics 365 Best Practices. If you've missed my previous blogs, they've focused on defining Best Practices, Organizations, and Solutions and Patches. For my remaining blogs, I'm going to focus on the different components in Dynamics 365, starting with Entities.
This is my 3rd blog in my 12 part series that talks about Microsoft Dynamics 365 Best Practices. My first blog focused on defining the term "Best Practice" in relation to Dynamics 365. This blog focuses on Dynamics 365 Solutions and Patches Best Practices.
This is my 2nd blog in my 12 part series that talks about Dynamics 365 Best Practices. My first blog focused on defining the term "Best Practice" in relation to Dynamics 365. This blog focuses on Dynamics 365 Organizations Best Practices. All future blogs, will focus on Best Practices surrounding different configuration topics relating to Dynamics 365.
Congratulations on your choice to use Microsoft Dynamics 365. You have purchased a Production instance.
Dynamics 365 Best Practices
One of the great features of Dynamics 365 is that you can easily configure the system to meet your needs. Creating new entities, fields, and views can be done through the current interface and without the need to have development knowledge and write code.
Many more companies are buying and selling globally nowadays. In the next five to six years global eCommerce sales will almost double what they were just a year ago. Beringer has recognized this trend and added multi currency support in the latest CRM for Distribution update.
Looking at sales figures can be very exciting, especially when they are going up. It's fairly easy to get a good idea of how much revenue you are earning from your customers by looking at your sales figures. But what about that customer's overhead? How much are your customers costing you? How do you figure out the cost to serve your customers? Some customers can be a bit more needy than others.
When you create records in Microsoft Dynamics 365, a 16 digit unique id, called a GUID, is assigned to the record. If you look at the fields in an entity from a solution, you will see that every entity contains an id field that is a type of Primary Key.
Are you as excited about AI and the Dynamics 365 October '18 Release as I am? In case you don't know, AI stands for Artificial Intelligence. Some people may also refer to it as machine learning. Humans have natural intelligence but machines do not, despite what you may see in movies.
Importing data into Dynamics 365 from Excel can be a beautiful thing. It can be used for smaller implementations where you have a well managed, small data set. It can also be used to import data to supplement and enrich your existing data. The process can seem a bit cumbersome to set up your data maps, but once you set them up you can use them again if you save them.
The Unified Interface is great for user adoption. It presents your users with the same interface regardless of how they are accessing the system, whether it be a computer, a tablet, or a phone. This means no more having to remember how to navigate two different applications.