We are excited to announce that Dynamics 365 Version 9.0 is available. The main areas of focus for this new release are:
You are here
After upgrading from CRM 2016 to Dynamics 365, we noticed that the Notes control on a form for one of our custom entities was no longer working properly. It would display, but there was no longer any way to add notes to the record:
When it should be displaying like this:
Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:
I have been doing a lot of custom workflow steps lately for MS CRM. I've been using the CRM Developer Extensions which makes it so easy to get started with a plugin or custom workflow. If you add a CRM Workflow Class template, it adds the following lines (I've omitted a few others it adds for clarity):
With the impending release of both the online and on-premises Dynamics 365 updates, it’s time to start getting hyped for the new functionality heading our way. However, the on-premises release won’t match the online release, feature-for-feature, which is how Microsoft has been handling the updates for years. To get a sense for what you will and will not be able to use, there's an FAQ that covers the major differences.
Are you looking to increase usage of Microsoft Dynamics 365 in your organization?
There’s a solution you may have not thought of – marketing automation. And it isn’t just for marketing anymore. Our white paper will show you use cases for marketing automation in departments throughout your organization so you can get the most out of Microsoft Dynamics 365.
Marketers go where their customers are, and increasingly that is to digital channels. But in order to succeed, it isn’t enough to just be there; you must have a strategy too.
This guide was developed with that in mind, and specifically for marketers at organizations that utilize Microsoft Dynamics 365. Download this eBook to learn how to build, evaluate and refine your digital marketing strategy while gaining an understanding of the digital marketing tactics and technologies available today.
Switching back and forth between disconnected applications keeps your business from growing. Time that could be spent developing relationships with customers and building your business is wasted reconciling mismatched records and duplicating data in multiple systems.
Read this eBook to explore three real-life scenarios that illustrate how business owners, sales representatives, and accountants can increase efficiency, simplify operations, and improve customer experiences using Microsoft Dynamics 365 Business Central integrated with Microsoft Office 365 to:
When choosing the solution of choice for Customer Relationship Management system (CRM), two options emerge as optimal solutions: on-premise and cloud. Recently, companies have found benefit in both options:
Get Tactics and Tips for Bringing the Spark Back to Customer and Prospect Relationships
When your organization’s relationship with a lead or customer is brand new, it can often seem like they love every message you send, engage with every piece of content you create, and are delighted by every interaction. But, over time, that interest can fade. Rekindling the relationship won’t be possible in every case, but you can win some back with Microsoft Dynamics 365 and marketing automation. Find out how in our informative white paper.