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.
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.
Best Practices for System Views and My Views in Microsoft Dynamics 365
This is my 7th blog in my 12 part series on Microsoft Dynamics Best Practices. If you've missed any of my previous blogs, please check them out by clicking here! If you're interested in learning more about Dynamics Best Practices, they are a great place to start.
As you may have heard, Microsoft recently announced upcoming changes to Dynamics 365 called 2019 Release Wave 2. There are a lot of new features and updates to the user experience included in this release. You can read an overview of some of the planned updates on our blog.
Microsoft Dynamics 365 Updates Are Coming!
Microsoft has announced new enhancements and capabilities across all of their business process applications, which they've dubbed 2019 Release Wave Plan 2. This includes changes to Dynamics 365 for Sales, Marketing, Customer Service, Field Service, Project Service Automation, Finance and Operations, Talent, Retail and Business Central.
July 17, 2019: Beringer Technology Group announced today that ClickDimensions, the leading marketing technology and services provider for Microsoft Dynamics 365, has named Beringer Technology Group as their Top Revenue Growth Partner of the Year. The new annual awards program aligns with ClickDimensions’ partner year and honors Microsoft Dynamics 365 partner companies for their outstanding partner year performance.
Dynamics 365 for Marketing is a full marketing automation application. The tagline for this product is "help turn prospects into business relationships." The app works well and is comparable to most marketing automation platforms widely available in the marketplace.
I'm halfway through my Best Practice series and I am loving the feedback that I've received so far. For this blog, I'm going to touch on three very important best practices that you should follow. Not just with Dynamics, but with any system that you work with whether it be implementing or just administering and maintaining.