Improving Dynamics 365 Data Integrations with Alternate Keys
Dynamics 365 Data integrations is something that we're quite familiar with - whether it's a custom integration tailored for one of our customers or it's utilizing our popular pre-built solution CRM For Distribution.
Beringer Achieves Microsoft Competency
Congratulations to Beringer Technology Group for renewing their Microsoft Cloud Business Application competency. This is one of the TOUGHEST competencies to complete, requiring a high level of billable revenue & multiple certifications.
Scaling Data Load with Azure Data Factory
Fine tuning an integration to optimize speed is more of an art than a science, especially when you are looking for the sweet spot of diminishing returns. One of the biggest challenges when migrating large data sets is optimizing the integration to run as fast as possible, without running into resource limitations.
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.
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.
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.
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.