Microsoft Dynamics 365 Business Rule Steps

Business Rules in Microsoft Dynamics 365 are a very powerful tool. They allow administrators to create the effects of form scripting without needing to know JavaScript (or as it is usually in my case, educated copy and paste 🙂 ). So let's talk about what can be done with Business Rules.Getting StartedBusiness Rules are created … Continue reading Microsoft Dynamics 365 Business Rule Steps

Processes: Types of Processes in Microsoft Dynamics 365

It can be overwhelming when getting started using workflows and other processes in Dynamics 365. So let's start by breaking down the types of processes that are available and how you might use these. When creating a Process from the Settings -> Processes area you have 4 options: Action - An Action is a set … Continue reading Processes: Types of Processes in Microsoft Dynamics 365

April 2017 Blog Review

Let's run through some interesting CRM blogs posted over the last month.Ledgeview Partners posted a quick tip on Custom Coloring Dynamics 365/CRM Dashboards which shows how to set colors for different options in an option set.Hitachi Solutions teaches the basics of entity creation through an example in Dynamics 365 Roadmap: A complete guide to Dynamics … Continue reading April 2017 Blog Review

January 2017 Blog Review

Welcome back to another exciting year with Microsoft Dynamics CRM!I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond, Reston and Chevy Chase (DC). At the DC Chapter, we have scheduled all of our 2017 meetings … Continue reading January 2017 Blog Review

December 2016 Blog Review

I hope all of you have been warm and enjoyed this holiday season! Let's catch up on all the CRM news from the past few weeks so we are ready to start the New Year off right!Ledgeview Partners shared a list of their Top 10 Tips of 2016. These are some great tips to be … Continue reading December 2016 Blog Review

January 8 Blog Review

Welcome back! It is time to recap all the CRM blogs and such that were missed while so many of us were enjoying time with family and enjoying over-eating.Most importantly of course is the upcoming CRMUGDC Chapter Launch Party on January 21. This is going to be a casual event for people in the DC, … Continue reading January 8 Blog Review

December 4 Blog Review

Welcome to the first blog review of December! 2015 is quickly slipping away from us but don’t get too melancholy – CRM 2016 has been released!Here are all the blogs to check out about the CRM 2016 announcement:Microsoft Dynamics CRM 2016 Now Available: ushering in a New Era of Intelligent Customer engagement (Microsoft)First Glance at … Continue reading December 4 Blog Review

November 27 Blog Review

It is a shorter blog review today with so many on vacation for Thanksgiving. That means you should start it off by reading a few themed blogs Hitachi Solutions shared CRM Features to be Thankful For and CRM Tip of the Day posted about the Top CRM Turkeys.I would say the CRM features I am … Continue reading November 27 Blog Review

August 21 Blog Review

Lots of tips, tricks and news to share with you this week!First check out the DynamicsCafe post – Start-up Trupanion and Microsoft Dynamics CRM Help Ease the Minds and Hearts of Pet-Owners. I clicked on this mainly because of the picture of the puppy but I was pleasantly surprised. The video describes how this pet … Continue reading August 21 Blog Review

August 14 Blog Review

It seems like a quiet week in the CRM world but we did have the CRMUG Washington, DC chapter meeting! If you are a CRMUG member, make sure you check out the Blog Recap from our presentations on Customer Service.PowerObjects posted about Adding JavaScript to Quick Create forms in CRM 2015. This talks about how … Continue reading August 14 Blog Review