Category: Functional

We all know that it is possible to create personal views in your CRM system. This has been around for many many years. But did you also know you don’t…

Dynamics 365 Field Service provides several ways to schedule and assign work to be done to technicians. This can be manual, suggestive, semi-automatic or fully automatic. Manual scheduling Firstly you…

Automatic geo-what? Within Dynamics 365 Field Service there is a possibility to (automatically) geocode Accounts, Work Orders and/or User records. These geocodes are pretty important within the Field Service module.…

The problem A client recently reported that they were experiencing random issues with the process that is responsible for automatically creating a Document Location and SharePoint folder when an account…

Recently I received the following requirement from a customer. “Could you please create a view that lists all active contacts that received a survey invitation but did not yet answer…

A client recently reported that they had a lot of ‘bad contacts’ in their CRM system. They complained about contact records with only the email address filled in that seemed…

Today I encountered the following error message in the failed system jobs. This was generated by a workflow that will update the active stage of a business process flow record…

Why would we want to do that? Many of our customers are using an ERP system in combination with CRM. For example, Navision in combination with Dynamics 365 CRM. In…

The last couple of months, Microsoft has invested heavily in simplifying their Dynamics 365 Licensing model. Today I want to take the time to discuss an upcoming change regarding the…

As most of you already know, there are a ton of new features in the upcoming Dynamics 365: 2020 Release Wave 1. In this post, we’ll go in depth on…