In almost all the complex systems that I’ve worked with, there has always been a need to store some configuration information. It could be URLs to external APIs or web sites, connection strings to a database for integration purposes, application s...
If you have questions about Dynamics 365 Licensing and Upgrade options, there is your chance to get them answered. In the first ever edition of the Microsoft Medics 365, a panel of 6 Microsoft Business Solutions MVPs (formely known as Dynamics CRM...
Very often, CRM entities are used as reference data tables, for example to keep a list of countries, states or provinces or other business/industry specific data. For some businesses I have seen entities to keep a list of distributors, list of bus...
I have managed to be in the Dynamics CRM/365 world for over 7 years without having to write a single plugin on Retrieve and Retrieve Multiple. The recommendation that I give is to stay away from those. The reason is simple, it sounds horrible from...
This blog post is more relevant if you are looking to upgrade from CRM 2013 or 2015 on premise to Dynamics 365 Online. However, some sections are relevant for all upgrades of Dynamics CRM/365 in general. With all the features that are added at a v...
With the rise of the cloud, I have seen lots of small businesses building their technology strategy with a very little amount of local infrastructure. Similarly, I also see larger enterprises migrating to the cloud and trying to remove most of the...
When Dynamics 365 is used as a Sales force platform, there is often a need to identify the products that customers are buying in order to determine information such as sales price, support eligibility or other more business and industry specific i...
Often in CRM implementation project, there is a need to have CRM data available on mobile devices. When using the Microsoft Dynamics 365 platform, there are a few options available and it is sometimes unclear how to decide which is the best fit fo...
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