Category: Microsoft Dynamics 365 News and Tips

As a Microsoft Dynamics 365 consultant, every so often you come across a configuration request that appears to be straightforward but ends up taking more time than originally anticipated. This happened to me recently when a client who had set up a Microsoft 365 tenant for their company to utilize Office tools such as Outlook,...

One of the biggest challenges with any new business software is getting employees to not only use it, but more importantly embrace and even enjoy it. For many reasons this can be challenging regardless of whether it is a new PLM, ERP, CRM or other application. Some common obstacles to user adoption include: Resistance to...

Microsoft’s 2024 Release Wave 2 for Dynamics 365 Sales brings a host of enhancements and new capabilities designed to streamline the sales process, improve the seller experience, and leverage AI to boost productivity. This release focuses on providing sales teams with the tools they need to operate more efficiently, all while integrating deeper AI-powered insights....

Celebrated annually on October 10th, World Mental Health Day emphasizes the importance of mental well-being, particularly in the workplace. Maintaining mental health in today’s fast-paced corporate environment has become increasingly challenging, with constant connectivity, rapid decision-making, and unrelenting deadlines creating stress. However, technology, when utilized effectively, can help mitigate these stressors. A prime example is...

Got the below error while opening a Tool in the XrmToolBox. An error occured when trying to display this tool: Could not load file or assembly ‘XrmToolBox.PluginsStore, Version=1.2022.10.58, Culture=neutral, PublicKeyToken=null’ or one of its dependencies. The system cannot find the file specified. Followed the below steps and resolved this issue. Step 1: Go to the...

Imagine working on a promising deal, only to discover that the CRM system is riddled with duplicate records. These duplicates can complicate decision-making and hinder productivity, underscoring the necessity for effective data hygiene practices within sales teams. In this context, a data hygiene app like DeDupeD becomes invaluable. Designed to detect, prevent, and merge duplicates...

Keeping your Dynamics 365 Sales system updated ensures your business always benefits from the latest enhancements, bug fixes, and security features. Each update introduces new capabilities that can streamline processes, boost productivity, and enhance customer experiences. Keeping your system up to date isn’t just about staying current; it’s about staying competitive and maximizing your return...

Integrating SharePoint with Dynamics 365 is a popular option as it provides organizations with an effective solution for document management. Using SharePoint metadata in Dynamics 365 documents helps organizations further enhance their document management practices. By effectively capturing SharePoint metadata, businesses can improve document retrieval, foster better collaboration, and streamline workflows. This approach is essential...

    In the world of Dynamics 365 and Power Apps, the .fireOnChange() function is a powerful tool for developers. This function is part of the Client API and is used to trigger the OnChange event for a specific column programmatically. This tool is integral to utilizing JavaScript web resources to their fullest potential. Let’s dive into what this...

Twice a year, Microsoft releases updates to their Dynamics 365 platform to ensure it remains cutting-edge and user-friendly. In their latest update, Microsoft has introduced several new features aimed at enhancing the marketing capabilities within Dynamics 365. In this blog, we’ll explore three key updates in Microsoft Marketing that can help your business improve client...