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.

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.

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.