Before we get started… In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details. Additionally, you will need to have the Wave 1 2020 update applied. If you haven’t […]
Read MoreArchive for the Dynamics 365 Category
Now Is The Time For The Dynamics 365 Unified Interface
Why Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic. […]
Read MoreOn-Demand Microsoft Flow for Dynamics 365 and PowerApps
Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called “Triple Threat – Microsoft Flow, Dynamics 365, and You“. During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 […]
Read MoreCreating PDF Quotes in Dynamics 365
Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of […]
Read MoreDynamics 365 October 2019 Updates-Headers and Density
Dynamics 365 October Updates Highlights In my previous blog, I highlighted a few of the items I am excited about in the upcoming October 2019 updates. If you haven’t checked this blog out, you can find it here: https://www.crmsoftwareblog.com/2019/06/highlights-of-upcoming-dynamics-365-october-2019-updates/ Header and Density Updates First of all, you may be wondering what “Density” is. I will detail […]
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