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 Kristin Caniglia | Aug 17, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, Microsoft Dynamics 365
One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing. This blog is part 5 of our series on Forgotten Features...
by Kristin Caniglia | May 17, 2022 | Digital Transformation, Dynamics 365 implementation, Microsoft Dynamics 365
Our ten years of experience of consulting with companies and implementing Dynamics 365 have shown that there are six keys to a successful CRM implementation. 6 Keys to a successful CRM implementation Choose your ChampionMake a planStart – Get started ASAPExplore...
by Brian Begley | Apr 27, 2022 | Microsoft Dynamics 365, New Features in Dynamics 365, News and Updates
It has been years since Advanced Find underwent a major update; many Dynamics 365 users are excited to see the changes. Advanced Find is the powerful query tool built into Dynamics 365 CE. Dynamics 365 users used Advanced Find for decades to easily customize system...
by Kristin Caniglia | Apr 19, 2022 | Microsoft Dynamics 365, New Features in Dynamics 365, News and Updates
This blog is part three of four in our series focused on updates to Dynamics 365 and the Power Platform as part of the April 2022 Release 1 Over the years we have all become used to receiving notifications from all the apps we use every day. Whether it is Facebook,...
by Kristin Caniglia | Apr 14, 2022 | Microsoft Dynamics 365, Microsoft Teams, New Features in Dynamics 365, News and Updates
Microsoft continues to innovate. Among the top new or improved features in the April 2022 release includes a tighter integration with Microsoft Teams. We will discuss the many enhancements in this area in this second part to our series on new features on the 2022...
