Dynamics 365 Portals
Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer. There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality.
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.
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.
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.
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.