Archive for the Dynamics CRM Category

Understanding Dynamics 365 Hubs

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Dynamics 365 offers multiple ways to access the data for specific teams, departments, or groups within your company. However, Microsoft introduced additional options through what they call Hubs. There are multiple Hubs that are available, but it depends on the subscription you purchased for your company. The available Hubs are the Customer Service Hub, previously […]

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Managing System Views & Dashboards in Dynamics 365

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There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let’s explore how […]

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Designing a Custom App for Dynamics 365

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Over the past couple of years, Dynamics 365 has become a much broader application. As such, Microsoft introduced various apps to help organizations focus on the areas they need to utilize for their business. Examples of these include the Dynamics 365 for Sales app and the Dynamics 365 for Service app.However, many organizations need a […]

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