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Best Practices for Fields in Microsoft Dynamics 365

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.

Best Practices for Forms in Microsoft Dynamics 365

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.

Beringer Technology Group Presents: Dynamics Tidbit Tuesday @ 2

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.

Best Practices for Business Rules in Microsoft Dynamics 365

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.

Best Practices for System Views and My Views in Microsoft Dynamics 365

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 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.