Yesterday, ClickDimensions launched their free eBook: Optimizing Dynamics 365: CRM Experts Share Their Advice. I’m thrilled to have participated in this eBook. The eBook has the following
When you’ve added custom entities to your Dynamics 365 environment, you may want some to appear for your users when they use Global Search. Alternatively, perhaps you want to remove some
IMPORTANT UPDATE: Sadly, the Flip-Switch Control was deprecated. BUT you can use the Toggle control, which does the same thing – but better! It defaults to a NULL value. Which is a big win for
Tomorrow, I’ll be on a great panel discussion with the Dynamics 365 User Group discussing business rules. If you’re a User Group member, this is free to attend, you just need to register
Sometimes, the out-of-the-box core entities in Dynamics 365 don’t work for your industry or company. “Accounts” might not always be the appropriate word, but everything else about
We’ve talked before about how awesome the calendar control is in Dynamics 365. No matter how awesome something is, you’ll likely end up with a user who prefers to use the read-only grid
Last month, I blogged about how to spin up a trial environment for Dynamics 365 Customer Engagement. Today, I wanted to walk you through how to spin up a trial environment for D365 for Marketing if
A few weeks ago, I was on a panel with some pretty awesome Dynamics 365 pals about Change Management. One of the discussion items was about how you can adopt change management best practices into
Here’s a simple update to spice up your option sets: add color! In our example, we will be applying color on an option set for Appointment Type, but you can follow these steps for any option
Check out my DynamicsCon 2020 session in it’s 42-minute long glory! I know it’s a long video, but I hope you enjoy it, learn some new things and take away a few new tidbits that can help