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Microsoft Dynamics CRM/Dynamics 365: Advanced Find or Workflow
If you have ever built a large advanced find in Dynamics CRM, you know how time consuming it can be....
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM and Resco Mobile CRM: Using Dynamic Map Pins
Recently, I worked on a new Resco implementation for one of our clients. During UAT, their end users saw a...
NetSuite for Retail – seamless omnichannel platform
RSM’s survey of retail executives was recently released and showed the importance retail leaders place on omnichannel retail as a...
Stoplight indicator for a task list in SharePoint online
Recently, a client wanted the ability to look at the task list in SharePoint and tell if the task(s) is on...
Getting Started with Microsoft Flow
Last month I used Microsoft Flow for the first time, and all I can say is, “Where have you been...
Microsoft Dynamics 365: Utilizing Workflow Templates for Cases
When it comes to case management in Microsoft Dynamics 365, Dynamics CRM 2016, 2015, and/or 2013, workflows can be greatly...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM And Resco Mobile CRM: Using Global Maps and Location Services
Resco Mobile CRM (Resco) has a Global Maps area that can be added to the home screen. When adding the...
Dynamics 365 Customer Engagement, Microsoft
Dynamics CRM Security Roles and Removing Quote Products
If you have ever wanted to restrict a user’s ability to remove a quote product from a quote you may...
Dynamics 365 For Finance and Supply Chain, Microsoft
Dynamics 365 for Operations: Using the Investment Project
The Project Module and accounting in Microsoft Dynamics 365 for Operations can be very valuable for any kind of business,...
Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM FetchXML Link Entities
Anyone who develops reports in Microsoft Dynamics CRM Online knows that the data sets have to be written in FetchXML;...