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Dynamics 365 Customer Engagement
Nested Grids in Dynamics 365
I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we...
Dynamics 365 Customer Engagement
Inventory Transfers using the Inventory Dashboard
In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer,...
Dynamics 365 Customer Engagement, Microsoft
Using Real Time Workflows as Security
Problem A while back I had a customer who wanted to prevent certain users to re-open a won opportunity in...
Dynamics 365 Customer Engagement, Microsoft
Auto Number Fields for Dynamics Customer Engagement
Dynamics 365 for Customer Engagement auto-creates unique ID’s for certain records types out of the box, for instance orders, cases,...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 – 2019 Release Wave 2 | Part 1
On August 2, 2019 the release wave 2 features for Dynamics 365 CE early access became available. I am super...
Dynamics 365 Customer Engagement
Dynamics 365 Customer Service: Setup Mailbox for Automatic Case Creation
Overview In this article I am going to explain how we can setup a mailbox in exchange and tie that...
Dynamics 365 Customer Engagement
Dynamics 365 Customer Service – Automatic Case Assignment
In this article I am going to explain how we can use workflows to assign cases to a team in...
Dynamics 365 Customer Engagement, Microsoft
Harness your data: Dynamics 365 Artificial Intelligence combined with Dynamics CRM empowers strategic action
The hard work is over. You’ve implemented the system; you’ve amassed a hefty set of data. Microsoft Dynamics 365 Artificial...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 App for Outlook shows Dashboard vs Contact/Lead Pane
Problem One of my coworkers reached out to me last week to see if I knew why a dashboard was...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 and Common Data Services licensing changes
From your monthly phone bill and Netflix subscription to your car insurance and monthly rent, the amount you pay for...