Latest

23
Jul

Outlook client for version 9.0

Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline
20
Nov

Insights Solutions

There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365. Relationship Insights Embedded Intelligence
1 min read
14
Nov

Waiting for a page to be retrieved - Dynamics add-in for Outlook

Describes issues with the add-in for Outlook not showing web pages and showing a "waiting for page" message.
1 min read
25
Oct

Relevance Search

KEEPING FOR HISTORICAL REFERENCE Dynamics 365 includes several search options, Quick Search, Global Search (also called Categorized Search) and Advanced
2 min read
10
Oct

Dynamics 365 Products

KEEPING FOR HISTORICAL REFERENCE This article lists the various products available under the Dynamics 365 brand. It might not be
1 min read
05
Oct

The Ins and Outs of Dynamics 365/CRM

This article summarizes how to get data in and out of CRM. It is aimed at those who are new
4 min read
05
Oct

All change for Dynamics 365 editions

Well according to Steve Mordue (https://stevemordue.com/dynamics-365-kicking-hornets-nest/) and Jason Gumpert at MSDynamicsWorld (https://msdynamicsworld.com/story/microsoft-dynamics-365-adjust-smb-focus-composable-solutions-away-editions) it
1 min read
19
Jul

Document Management Entities

Record types involved in Document Management EntityPurposeSharePoint SiteA SharePoint siteDocument Location Point to a SharePoint document library or folder. These
1 min read
13
Jul

Entities related to Goals

The following entities are used in Goals: Display NameSchema NamePurposeRollup QuerygoalrollupqueryDefines the set of records that apply to the goal,
10
May

Knowledge Articles in Dynamics 365/CRM

Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time