20
Sep
Duplicate Detection Rules can use lookups
I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first
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
20
Nov
Microsoft Bookings
Microsoft Bookings is a free app from Microsoft for scheduling and managing appointments. It is aimed at small businesses.
It
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
08
Nov
Clearing out Trace records
Dyanmics 365 maintains Trace records for troubleshooting things like Server-Side Sync. Inspired by this article, https://blogs.msdn.microsoft.com/
06
Nov
Dynamics 365 for Talent
Managing recruitment, onboarding, development of staff.
See https://dynamics.microsoft.com/en-us/talent/capabilities/
Includes: Attract, Onboard and Core HR
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KEEPING FOR HISTORICAL REFERENCE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KEEPING FOR HISTORICAL REFERENCE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