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Dynamics 365 Sales Insights 2020 release wave 2 is here!

Dynamics 365 Sales Insights 2020 release wave 2 is here!
Wow, the time has flown! Dynamics 365 release 2020 wave 2 is already here. Can you believe it? Wave 2 has come with a host of new and enhanced features being released from October 2020 through March 2021.  The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, Customer Insights, and Business Central.

Dynamics 365 Marketing 2020 Release Wave 2

Dynamics 365 Marketing 2020 Release Wave 2
Dynamics 365 2020 Release Wave 2 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, Customer Insights, and Business Central.

Dynamics 365 Workflow Killer

Dynamics 365 Workflow Killer
We've worked with clients and data of all shapes and sizes - from small to medium to large. In this blog, I'm going to focus on those with large amounts of data. But not just large amounts of data, also large amounts of automated logic that is often at least partially translated to Workflows in Dynamics 365. Workflows in Dynamics 365 provide value to organizations in that they can be used to perform automated calculations to automatic record updates to even automated email notifications based on a defined trigger.

Dynamics 365 Customer Service 2020 Wave 2 is coming!

Dynamics 365 Customer Service 2020 Wave 2 is coming!
Dynamics 365 Customer Service 2020 Wave 2 is coming this October and with it, a plethora of updates and improvements.  Here are some important changes coming to your Dynamics Online environment soon:
Legacy to Unified Interface Service Scheduling Migration
Still using the legacy service schedule?  This update will automatically migrate service scheduling to the new UI experience.

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Dynamics 365 2020 Release Wave 2

Dynamics 365 2020 Release Wave 2

Dynamics 365 2020 Release Wave 2 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, and Business Central.

Dynamics 365 Portal Bootstrap

Dynamics 365 Portal Bootstrap
Dynamics 365 Portals offer a multitude of ways to customize the look and feel of your Portal, from an individual page element, to a web page, to modifications that will update your entire portal.  The Bootstrap file offers the most sweeping changes you can make to your entire portal, and it's one of the easiest aspects of Portal customization to learn!
What is a Dynamics 365 Portal Bootstrap?
Bootstrap is a free, opensource framework that acts as a template to determine how and where data is displayed in your Portal.

Integrate Excel with Dynamics 365

Integrate Excel with Dynamics 365
Many people still use MS Excel today, and for good reason. It's a well-established spreadsheet program that has powerful features for calculating complex data and much more. What it lacks though is enhanced security for sharing, change tracking (unless you are using it in SharePoint, inability to track historical performance & numbers and the inability to capture activities.