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Category: Functional

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Microsoft recently introduced Microsoft Forms, which is now in preview. Forms is an easy way to interact with people and capture their feedback. Responses are saved directly as a form…

Over the last couple of days, three different people asked me a similar question related to forms stuck while loading. Even though they formulated it differently (or even forgot to mention the…

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It’s finally there; drag & drop functionalities within Dynamics CRM. For as long as I can remember, clients always wanted to simplify the process of uploading files in CRM. Granted, up…

Did you know you can easily start workflows on child records of your current entity without any custom development in Dynamics CRM? A typical scenario in which you would want this…

On a recent customer upgrade from CRM 2011 to CRM 2016 Dynamics 365 we reviewed the current way of working and how this would be affected by the upgrade which spans…

With the release of Dynamics CRM 2013, Microsoft introduced Opportunity Sales Teams. The main feature of these Sales Teams is that they are based on Access Teams. This means that…

Today I’m going to discuss one of my favourite Interview Questions on Microsoft Dynamics CRM. While the questions is fairly simple, very few consultants are actually able to give the…

Absolutely horrified! That’s the reply you want to avoid at all cost when asking your customers how they feel about the data migration from their ‘old’ application to Dynamics CRM.…

Overtime I have seen a lot of Dynamics CRM projects in which implementers (try to) extend the Dynamics CRM platform to fit a certain need. All too often, this is…