Portal configuration can be a big undertaking, with many different Dynamics records that make up just one portal web page. What are Web Templates? Entity Forms? Entity Form Metadata? All of these record types and more are needed to build a Portal Web Page, and together they act as the structure to your portal.
Microsoft Dynamics 365 Business Rule Tips
Using Microsoft Dynamics 365 business rules to show and hide fields is one of the most useful features of Microsoft Dynamics 365. Business rules require no knowledge of code and democratize functionality that was once only available to developers.
Calculated fields are one of the most powerful and versatile out-of-the-box functions included in Microsoft Dynamics 365. If you’re an Excel power user (or even if you’re not), you can easily understand calculated fields in the context of an =IF statement.
Do you find yourself making changes directly in Production? If you don't get it perfect the first time, this can really impact your users, nullify user adoption and introduce unnecessary “down time."
In this one hour webinar, we will cover best practices surrounding using different organizations to develop and test your changes.
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.
If your organization is using Dynamics 365 for Customer Service, there's some great news that just hit the press today. Customer Service Insights is now generally available! This provides AI driven insights to help your organization make better decisions and proactively improve customer satisfaction with confidence.
CRM for Distribution is built specifically for Wholesale Distributors and based upon the industry leading Microsoft Dynamics 365/CRM platform. This solution was built from the ground up to enable Wholesale Distributors to market more effectively, expertly manage their sales process and provide world-class customer service.
Many organizations launch a robust CRM system only to find it fail in one area: User Adoption. You can build the best CRM system possible - but if nobody uses it, all of the customizations, configurations, workflows, data connections, sync between ERP and any other fancy plug-ins all go unused and CRM is deemed a failure.
ClickDimensions is a marketing automation software solution for Dynamics 365. This blog will review the different components of a Campaign Automation in ClickDimensions and provide a few best practices.
Your Campaign Automation consists of two parts: the Canvas and the Automation Elements Sidebar.
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.