What is new in Microsoft Dynamics 365 CE in the Cloud versus legacy Dynamics CRM on Prem or any other legacy on Prem CRM Solutions First, let’s dispel the thought that your data is not safe in the cloud. My response when I hear that is straight forward; Microsoft’s data centers are a lot more […]
Read MorePosts Tagged Dynamics CRM
Addressing Issues with the Dynamics 365 App for Outlook
The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and has made some improvements. However, there are still issues that you may run into while using the application. We will address of few of the […]
Read MoreDynamics 365 April 2019 Release Notes Are Here
If you have been keeping an eye on the Microsoft Documentation site, you will have noticed the “Release Notes” sections. Microsoft started publishing the Release Notes for the Spring 2018 update release as part of their update modernization of Dynamics 365. Also, these release notes will be published several weeks ahead of the new updates. […]
Read MoreDynamics 365 Record Hierarchy
Dynamics 365 (CRM) has a neat feature, Record Hierarchy, that can be easily overlooked, but can provide great visual insight into your customers. In this post, we will explore the components that make up this feature.
Read MoreUnderstanding Dynamics 365 Hubs
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 […]
Read More