Why You Should Attend Microsoft Inspire!
Jul10

Why You Should Attend Microsoft Inspire!

Why you Should Attend Microsoft Inspire! In just five short days, we will be heading to the city that never sleeps, Las Vegas, to attend the ultimate partner conference for Microsoft. Are you looking to grow your business… Continue Reading Samantha Lemm’s Article on their blog Why You Should Attend Microsoft Inspire! | Dynamic Consultants Group Microsoft Inspire is the must attend event of the year in Las Vegas. You will...

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Dynamics 365 vs. SAP Business One. Who are you Rooting for?
Jul05

Dynamics 365 vs. SAP Business One. Who are you Rooting for?

Dynamics 365 and SAP Business One are two of the biggest players in the ERP market today. With the everchanging technology around us, businesses with a focus on growth should be utilizing the best ERP system for their business. After working with both Dynamics 365 and SAP Business One for an extended period, I have experienced… Continue Reading Laura Brewer’s Article on their blog Dynamics 365 vs. SAP Business One. Who are...

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Empowering Features Available This Year
Jul03

Empowering Features Available This Year

Last week, the exciting Dynamics 365 updates that are coming this Fall were discussed here. While the noted key investment areas were impressive, the Power Platform Release Wave 2 Plan may be hard to beat. Most users understand that the Power Platform is comprised of Power BI, PowerApps, and Microsoft Flow. As… Continue Reading Genna Joudrey’s Article on their blog Empowering Features Available This Year | Dynamic...

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Dynamically Updating a Business Process Flow in Dynamics 365
Jul01

Dynamically Updating a Business Process Flow in Dynamics 365

There may be situations where you want to have more control over the functionality behind a business process flow in Dynamics 365. Business process flows (BPF) make it possible to control the system behind the evolution of a record. A few examples of business flows include those found on a Lead, Opportunity, or Quote within Dynamics… Continue Reading Laura Brewer’s Article on their blog Dynamically Updating a Business...

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Dynamic Updates Coming this Fall
Jun28

Dynamic Updates Coming this Fall

It’s no surprise that the Microsoft Dynamics 365 Release Wave 2 Plan enhances artificial intelligence capabilities across all platforms to assist organizations with the acceleration of their business in several ways. Not only is AI being integrated into all applications, but mixed reality is improving employee productivity as… Continue Reading Genna Joudrey’s Article on their blog Dynamic Updates Coming this Fall | Dynamic...

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Top 10 HCM Solutions to Boost HR Processes
Jun27

Top 10 HCM Solutions to Boost HR Processes

What do you think of when you hear about Human Resources (HR)? For me, I think of it as one of the main pillars in a business today. Without a reliable HR team and platform, we would we would face immense pressure as an organization. As an HR Manager working with small to large companies, I believe that Microsoft Dynamics 365… Continue Reading Laura Brewer’s Article on their blog Top 10 HCM Solutions to Boost HR Processes...

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The Continuous Release Cycle of Microsoft Business Applications
Jun24

The Continuous Release Cycle of Microsoft Business Applications

 As of February 2019, all Dynamics 365 for Customer Engagement (D365CE) online instances should be upgraded to v9.2 (9.1 for Government Cloud), making them align with the new Microsoft Lifecycle Policy. This new policy is committed to provide consistent and predictable guidelines for the availability of support throughout the life of… Continue Reading Tom Northrup’s Article on their blog The Continuous Release Cycle of...

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What are the benefits of a Solution Deployment Plan with Dynamics 365?
Jun18

What are the benefits of a Solution Deployment Plan with Dynamics 365?

Purpose The purpose is to consistently perform all configuration, customization, development, formatting, and setup tasks necessary to implement the project requirements in D365. Also, limiting the risk of poor solution management, limiting rework and errors that occur due to restrictions in Dynamics architecture at no fault of the developer or admin. Project Management Between Sprint… Continue Reading Laura Brewer’s...

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Meet DCG
Jun14

Meet DCG

We welcome you, our loyal readers, back to “Meet DCG” the EIGHTH installment! Are you enjoying getting to know our staff? We are enjoying being able to show off the ones you make our company whole and creating the magic behind the computers. 

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What are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?
Jun05

What are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

1. Creating Great HTML for email marketing takes more than just knowing the codeIt’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due to the various email clients on the web that display HTML emails differently and do not handle complexity very well. Keep it simple; it’s always better! Make sure you test your HTML… Continue Reading Laura Brewer’s Article on...

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The Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application
May29

The Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application

As some of you may already know, Dynamics 365 Portals are websites that can be customized in order to offer a personalized experience to your customers, partners, or employees. Portals integrate directly with Dynamics 365 for Customer Engagement and can surface data from the system in a public-facing way. In this learning blog I will show you how to stand up a basic public facing Membership… Continue Reading Laura Brewer’s...

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Using Resco Mobile Connectivity in D365 Field Service
May15

Using Resco Mobile Connectivity in D365 Field Service

Settings Normally Set Organization-wide by D365 System Administrator Max Attachment Size – Sets the maximum size of each attachment file in Resco Mobile CRM. The value inserted must be input in Bytes.  Max Sync Records – Sets the maximum amount of records by menu item that will be synced in a user’s device. This is an important setting. If this setting is too low for an entity… Continue Reading Laura Brewer’s Article on...

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Seven Ways to Improve Professional Service Organizations Using Dynamics 365 Business Central and Project Service Automation
May08

Seven Ways to Improve Professional Service Organizations Using Dynamics 365 Business Central and Project Service Automation

Unify Your Business & Integrate with Other Microsoft ServicesMicrosoft Business Central is adaptable to extend business applications to other Microsoft Services such as Office 365, Microsoft Flow, Power BI, and Power Apps. Within Outlook, users can utilize Business Central’s quote-to-cash features from within their inbox, including the ability to generate quotes based on the content of an… Continue Reading Laura...

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Optimize the Performance and Reliability of Azure Functions
May01

Optimize the Performance and Reliability of Azure Functions

Write functions to be stateless Functions should be stateless and idempotent1 if possible. Associate any required state information with your data. For example, a Fee Adjustment being processed would likely have an associated state member. A function could process an order based on that state while the function itself remains stateless.  Idempotent functions are especially recommended with… Continue Reading Laura Brewer’s...

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Why use Azure Functions to Facilitate Data Integration Development Patterns
Apr26

Why use Azure Functions to Facilitate Data Integration Development Patterns

Common Benefit from Azure Functions Regardless of the integration or any other purpose to run an Azure Function, there are some traits that obtain common benefits when using them.  1.) Code can be native to existing skill setNo need to learn new languages or platforms or hire consultants/developers 2.) Fits into existing code deployment models through Visual Studio 3.) Legacy code… Continue Reading Laura Brewer’s Article...

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What’s the Difference Between CRM & ERP?
Apr12

What’s the Difference Between CRM & ERP?

Client Relationship Management (CRM) and Enterprise Resource Planning (ERP) are two sides to one profitability chain. Both CRM and ERP’s main function is increasing overall profitability in a business. Successful organizations need these software’s to help clients drive key business tasks, make sharper and more rapid decisions,… Continue Reading Samantha Lemm’s Article on their blog

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The Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?
Mar27

The Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?

Dynamics 365  Dynamics 365 is cost friendly solution and provides companies with the flexibility to choose the best model for your organization. It also features primary CRM-focused apps which include: Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Retail, and Dynamics 365 for Marketing. A major factor with Dynamics 365 is that companies can use each… Continue Reading Laura Brewer’s Article on...

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Microsoft: Inspired and Empowered by their Partners
Mar13

Microsoft: Inspired and Empowered by their Partners

Microsoft Partner Network is an empowering aspect to the company for every organization to achieve more. Microsoft is a customer-first, partner-led company that puts the needs of their customers first. Working with partners to deliver the best outcomes for each organization as there is a continued evolution in the Microsoft-partner relationship. Within the next year there should be more… Continue Reading Laura Brewer’s...

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Get End-to-End Project Management Capabilities with Project Service Automation

What is Project Service Automation?  Microsoft Dynamics 365 Project Service Automation (PSA) delivers a cloud-based project management application that keeps each step of the project moving forward, and each employee in the working productively. PSA enables project-based organizations to deliver customer engagements’ on-time and within budget through an end-to-end solution for sales,… Continue Reading Laura Brewer’s...

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If You’re Not Using Multi-Factor Authentication, You Need to Be!
Jan17

If You’re Not Using Multi-Factor Authentication, You Need to Be!

All of this is great; however if you don’t have Multi-Factor Authentication enabled, you’re putting your systems at risk! Think about it! Microsoft Dynamics 365 – Your CRM and ERP platform, all your customer data, financials, and manufacturing data. You could be exposing your entire company to hackers. Imagine if your system admin were to be compromised? You could be… Continue Reading Josh Santiago’s Article on their...

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Meet DCG | Dynamic Consultants Group
Jan03

Meet DCG | Dynamic Consultants Group

Welcome back readers to ‘Meet DCG’! We hope you are enjoying getting to know our company and who is working behind the computers.  This month, we present to you our Chief Technical Officer, Tyler Domerese. Tyler is based out of our Chico, California office. He enjoys spending time with his family, traveling and learning about the new features within the products we use. You’ll never… Continue Reading Laura Brewer’s Article...

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Automate Time-Consuming Tasks with Microsoft Flow Online and Mobile App
Dec26

Automate Time-Consuming Tasks with Microsoft Flow Online and Mobile App

We live in a world full of technology with users who expect an “app for that.” These apps should be bug-free and help make our lives more productive. For example, imagine if end users could create automated workflows between their favorite apps and services to get notifications, synchronize files and collect data. We can now do that, and more with logical workflow engines like IFTTT (If… Continue Reading Laura Brewer’s...

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DCG Tis’ the Season | Dynamic Consultants Group
Dec24

DCG Tis’ the Season | Dynamic Consultants Group

Tis’ the season! Every year, the holiday season comes back stronger than the year before. The period from the late fall to early winter, several holidays are celebrated. It begins with Thanksgiving and ends with New Year’s Eve. Throughout this time most people gather with their family and friends to celebrate the holidays with their own traditions, which I have come to notice are all… Continue Reading Samantha Lemm’s...

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Personalize and Maintain Good Client Relationships with Dynamics 365 Customer Service Management – Dynamic Consultants Group
Jun06
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