7 Steps to Enable the April 2019 Update for Dynamics 365
Along with the rest of you, we have been waiting (im)patiently for the go ahead to test out the April 2019 update. The new update will be similar to the service updates we have all come to know, hoping this will be the one to finally fix that issue plaguing our work life (whatever that might be for you and your organization). Information has been slow to unfold, but a post on CRMUG prompted me… Continue Reading...
We’re Sorry, Something Went Wrong When Adding Dynamics 365 App for Outlook
When working on something new in Dynamics 365 Customer Engagement, from here on out known as Dynamics 365, I always recommend not cowboying it (doing updates in production without considering the ramification that could be caused by your actions). Much better to use your test instance or if you don’t have one, spin up a demo organization. So when we wanted to test the Dynamics 365 App for… Continue Reading Paige...
Currency Field Missing
Recently I was working with a client, MD, and we wanted to set up a rollup that took the currency values from some custom product lines and rolled them up to total on a custom entity. Sure, seems straight forward. And it is right in the rollup field sweet spot. We created the Total field, set the data type to currency and field type to rollup. Clicked the Edit button and added the related… Continue Reading Paige Cassada’s...
Lead Qualification without Opportunity Creation
Qualifying a lead is a process. Is there a fit? Are the parties ready? These are two dimensions that have to be evaluated on both sides, for the group that wants to buy and the group that wants to sell. Dynamics 365 Customer Engagement, also known as Dynamics CRM, has its out of the box lead qualification process assume that a qualified lead is a ready lead, however this is not always… Continue Reading Paige...