by Brian Begley | Jan 23, 2023 | Dynamics 365 CRM QuickTips, enCloud9, Microsoft Dynamics 365
While we all understand the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM. one of the more underappreciated entities that can be a valuable piece of data is the Competitor. The competitor entity is used to store information about the...
by Brian Begley | Nov 17, 2022 | Microsoft Dynamics 365, Microsoft Power Platform, Power Apps
If you customize Dynamics 365 or model driven Power Apps, you should use PCF controls to surface data or simplify data entry. Here are a few of our favorites… What is a PCF control? Let’s start with defining a PCF control. PCF stands for PowerApps...
by Brian Begley | Jul 20, 2022 | Forgotten Features of Dynamics 365
Peanut butter and jelly, cookies and milk, grilled cheese and tomato soup – some things are good alone, but when combined with something else, are outstanding. That is how Dynamics 365 and Outlook are. Dynamics 365 and Outlook work seamlessly together to make it...
by Brian Begley | May 23, 2022 | Dynamics 365 implementation, enCloud9
What to do when CRM just is not working out There are many signs that you have a failed CRM. It might happen upon Go-Live or it might take months or even years to happen, but at some point, you might determine that your Dynamics CRM is unfixable and unusable. After...
by Brian Begley | May 19, 2022 | Dynamics 365 implementation
The day you “Go-Live” with your Dynamics 365 is a major milestone, but with enCloud9 as your partner, it doesn’t mean that you are alone. What happens after Go-Live? The first few days after Go-Live is the ideal time to dive in and start using Dynamics 365 for...