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Dear Friends, It’s hard to believe that the holiday season is upon us. In many ways, it feels like the year has blown by, and in other ways, it feels like the longest year ever. Nevertheless, it is here, and I LOVE IT! Perhaps because there ...
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Bots! Bots everywhere! AI and bot power in the workplace Artificial Intelligence (AI) and autonomous chatbots have been all the rage recently. So what’s all this sci-fi have to do with you running your manufacturing business or retail store? Tur...
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We’re excited to announce one of the first products developed here at Dynamic Consulting, Dynamic Audit Locker. Before we dig in, it’s important to understand a bit of the history of how this came to be. As you’ve probably heard, and seen in...
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One of my favorite podcasts ends with a question to the guest of what they’re currently optimistic about. I always liked this positive vibe, which I think we all could use a little more of these days, so I thought I would try to ca...
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Microsoft recently announced they’re discontinuing Insights by InsideView, the widget typically seen on Account and Contact records that shows demographic and firmographic information about the current record, with data from InsideViewR...
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The Editable Grid control is a handy tool within Dynamics CRM that allows users to edit a record in line in a list view without needing to open the form. Although enabling the editable grid is pretty straight-forward, there are some things to know...
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If you know me, you know that I am not someone who does particularly well with change or uncomfortable situations in general. When I was young my mom even attempted to write a book called “Change is Good” specifically to help me cope. Well, if you...
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Dynamics 365/CRM has come a long way since the 4.0 and 2011 days when JavaScript was the only way to meet most custom requirements. We now have business rules, roll-up fields, calculated fields, process flows and more that can be configured to mee...
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We just completed a round of updates of Dynamics 365 Field Service from version 7 to 8 and wanted to share some of our lessons learned. Although this is the last of the manual updates – from here on, Microsoft will be updating Field Service ...