Storage for Dynamics 365 environments has been a hot topic for us over the past few months. Microsoft announced the new storage pricing a good while ago, but have just recently started enforcing limitations on customers that are consuming more storage than their subscription, which is putting pressure on everyone…
[This post has been updated with the latest methods for Dyn365CE 9.0+. Originally Posted April 26, 2018] Dynamics 365/CRM has come a long way since the 4.0 and 2011 days when JavaScript was the only way to meet most custom requirements. We now have business rules, roll-up fields, calculated fields,…
Dynamics 365 Customer Engagement and Dynamics 365 Finance and Operations may share the same Dynamics 365 brand, but the underlying data structure is completely different. Microsoft is working on allowing exports of direct tables and entities to Dataverse (Common Data Service / CDS), it’s a huge undertaking, so we expect…
We’re excited to announce that Mike Valentine has recently joined the DC CRM Practice as CRM Solution Architect out of the Cleveland/Akron Ohio area. Mike has an MBA in Information Technology Management from Kent State University, and like many of the consultants here at DC, he got his start in…
A couple weeks ago I had a chance to attend the Customer Insights In-a-Day workshop up in Redmond. I walked in knowing a little bit about what Customer Insights was, and I walked out having created unified customer profiles from four disparate data sets which showed customer-level activity across all…
We’re excited to announce one of the first products developed here at sa.global, Dynamic Audit Locker. Before we dig in, it’s important to understand a bit of the history of how this came to be. As you’ve probably heard, and seen in the Power Platform Admin Center, the way that…
Most browser-based systems, including Dynamics 365, rely heavily on the local “browser cache”, which is a storage area for frequently used application data that’s required to use the system. Storing this data right on your machine allows the application to run significantly faster since it doesn’t need to wait for…
Scheduled reports have always been a bit of a challenge with D365/CRM. It’s easy to create a workflow to notify users and admins about actions on individual records, but sending a list of records on a scheduled interval has always required some sort of development. Using Flow is no exception…
Critical Updates to Microsoft Competencies For those of you following the evolving Microsoft Partner Competency program, there’s a new and interesting twist recently announced by the Microsoft Partner team. At the enterprise level, what was once independent CRM and ERP competencies (either Silver or Gold) will merge into a single…
This month, with the availability of the April 2019 Preview release for D365 Customer Engagement, marks the first development cycle as part of the new update cadence for the D365 suite of apps. Exciting times! Microsoft published a great article back in December outlining the recommended action plan. Now that…
Microsoft recently announced they’re discontinuing Insights by InsideView, the widget typically seen on Account and Contact records that shows demographic and firmographic information about the current record, with data from InsideView’s database. To be clear, Insights is not going away – it’s just not going to be free anymore. As…
Dynamics 365/CRM has offered support for Chrome and Firefox for quite some time now, but to be honest I’ve been slow to adopt them over IE due to one feature: “Always open pop-ups in a new tab”. This setting ensures that all the windows that normally open as a pop-up…