Dynamics 365 is known for its plethora of components and subcomponents, including entities, forms, views, charts, fields, and much more. Many of these components have had their administration functionality altered, or have had their names changed altogether (e.g., "entities" are now "tables"; "fields" are now "columns"), with the introduction of the Power Platform.
For any organization, reports are an integral part to helping your team’s function whether it's to pass information to your clientele or to discover realities.
There are many reporting tools for Dynamics 365. Some of the most common tools are:
The built-in Report Wizard in Dynamics 365
SQL Server Data Tools (SSDT) and the Dynamics 365 Report Authoring Extension
Flow
Power BI
Which tool should you use? Well, that entirely depends on your use case.
What is Dynamics Omnichannel for Customer Service?
Microsoft Dynamics Omnichannel for Customer Service is an extension of Dynamics Customer Service that enables unified communication between your Agents and your customers. With Omnichannel, employees get a single platform that provides all the customer data, communication channels, and tools in one place.
The 2022 Release Wave 2 for Microsoft Dynamics 365 and Power Platform is here, and it brings new innovations that provide significant capabilities to transform your business.
The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Intelligent Order Management, Project Operations, Human Resources, Commerce, Fraud Protection, Business Central, Connected Spaces, Guides, and Customer Insights.
Microsoft has introduced the beginning to the end of life for .NET Core 3.1. Extended support for this officially ends on December 3, 2022. To avoid disruption to your processes, Microsoft is recommending that you update your Azure Functions to .NET 6 before then.
With the increased popularity of cloud computing and services, businesses across the globe are moving away from the traditional on-premise services that they have come to rely on.
Cloud-based services have transformed how businesses have worked, allowing them to use IT infrastructures, platforms, software and applications via the Internet and online hotspots.
You've been hearing buzz about Microsoft's Azure platform. Maybe there has been some discussion around moving company assets "to the cloud." Specifically, to the cloud-based platform you already use every day with Office 365, Exchange Online, Power Platform, portal.
As previously announced, Microsoft has deprecated the ARC (automatic record creation) rules and SLA (service-level agreements) items in the Dynamics 365 Customer Service web client. The intention is for these components to be migrated to and accessed from the Unified Interface.
With the increasing demand for new technology and the growing needs of businesses, most organizations cannot avoid some kind of integration with a 3rd party application. For our Dynamics 365 clients, we've built numerous integrations for organizations.
With the Microsoft Power Platform Dataverse storage price increases in full effect, you should ask yourself if you are truly getting value from ALL of the data in your Dataverse. I'm sure you leverage most of your active core records like Accounts, Contacts, Leads, Cases, Opportunities and Activities, but now is the time to ask yourself some difficult questions like:
Do I interact with ALL of my data?
Do I need to retain INACTIVE records?
Should I keep ACTIVITY history if it's older than a couple years?
Can I delete devalued data, or ARCHIVE it for compliancy purposes?
Your answers will vary from mine, but inevitability you will find that you are paying a PREMIUM for data that has little value in your Dataverse.
