Microsoft Power Automate: How to use Fetch XML Inside of a Flow to Query CDS Entities and Get Data from Related Entities
Problem: You’ve set up a Flow using Microsoft Power Automate, and you have a step that lists records from an entity. Later in the Flow [...]
Predicting Whether a Tumor is Benign or Malignant (and Doing Other Amazing Things Surprisingly Fast) with NO CODING Using Azure Automated Machine Learning
As a Microsoft Dynamics 365 CRM technical consultant, I work with thousands of rows of data in large databases on a daily basis. Being the [...]
Moving In-Person to Virtual Training? Here are 5 Tips to Help Smooth the Transition
I have delivered tens of thousands of hours of training, both virtual training and in-person training. On even the best day, training can be painful, [...]
The Microsoft Power Platform: Extending the Power of Your Dynamics 365 Solution with Tools You Already Have
Traditional applications like ERP and CRM are now being looked at in a broader manner. Because of their function and the powerful data they manage, [...]
Writing Microsoft Dynamics 365 Plug-ins in Azure Functions
Over the years, as Microsoft Dynamics 365 has grown and matured, one thing has stayed pretty consistent: plug-ins. If you are unfamiliar with the concept, [...]
Tips and Tricks for Upgrading from Microsoft Dynamics CRM to Dynamics 365 for Sales in the Cloud
Part 2 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud If your data--or the software that [...]
Save My Presentation! A Tale of Business Continuity, Microsoft Office 365, and the Cloud
Imagine if you can: You're hurrying through the airport to catch your flight. You are a road warrior, so the airport and work go hand [...]
How to Delete App Registrations and Enterprise Applications from Microsoft Azure Active Directories Using PowerShell
Recently, I needed to delete an Azure Active Directory that I had created for learning and training purposes. I had used it primarily to create [...]
Microsoft’s Common Data Service (CDS) Version 2 Deep Dive: XRM Redefined
You might have heard about the latest release (version 2) of the Common Data Service, commonly known as CDS. But what does CDS actually mean, [...]
5 Ways to Enhance Performance on a Dynamics 365 for Sales (CRM) Form with Hundreds of Custom Attributes
If your Microsoft Dynamics 365 for Sales (CRM) implementation has forms containing hundreds of custom attributes, you might notice some performance issues. These issues can [...]
Discover a New Feature in Microsoft Power BI: Matrix Visualizations
Microsoft’s Power BI is a powerful tool that gives you multiple techniques for viewing and analyzing data. Data can be viewed using any of the [...]
Microsoft Dynamics 365 Deep Dive Series: 10 of Our Favorite Tools
As you have heard, Microsoft Dynamics 365 has been released. But what exactly is Dynamics 365? Why did Microsoft combine CRM and AX, and why [...]
Microsoft Dynamics 365 Deep Dive Series: Introduction to Features and Costs
Microsoft Dynamics 365 is on the market...and Dynamics users have a lot of questions. How is it different from Dynamics AX? Does it replace it? [...]
Power for Project-Oriented Services: Microsoft Dynamics CRM Project Service Automation
Resource Availability Screen in Microsoft Dynamics CRM Project Service Automation Project Service Automation (PSA) is a brand new capability within Microsoft Dynamics CRM. [...]
Microsoft Dynamics CRM Field Service: 5 Powerful Capabilities
In an earlier post, we discussed 9 Unconventional Uses for Microsoft Dynamics CRM Field Service. That post discussed a few interesting and alternative ways of using field [...]
9 Unconventional Uses for Microsoft Dynamics CRM 2016 Field Service
In case you haven’t heard, Microsoft purchased field service software specialist FieldOne in July 2015. FieldOne is one of the early pioneers of Field Service [...]
How to Set Up Scribe Online with Microsoft Dynamics CRM Online or CRM On-Premises
Whether you are a multi-billion-dollar company or a start-up, odds are you’ll need to synchronize data; whether it’s communication between POS and inventory systems, loading [...]
Microsoft Dynamics CRM 2016 Spring Wave: How To Enable Key Features
There are many exciting new features coming with Microsoft Dynamics CRM 2016 Spring Wave. See our previous post highlighting what we think are the top [...]
How to Connect Power BI to Microsoft Dynamics CRM Online
Here is a quick tutorial on connecting Power BI to Microsoft Dynamics CRM Online. This will get you up and running quickly to create simple dashboards in [...]
Upgrading to Microsoft Dynamics CRM 2016: 9 Tips for a Smooth Transition
Editor's Note: With the release of Microsoft Dynamics 365, more options are available to organizations considering an upgrade from their current Dynamics CRM implementation. To [...]
Microsoft Dynamics CRM 2015: How to Calculate a Work Timestamp Based on a Calendar
Enhanced Service Level Agreements (SLA's) are one of the most helpful features that the latest version of Microsoft Dynamics CRM has to offer. This feature [...]
How to Implement Robust Auto-Numbering Using Transactions in Microsoft Dynamics CRM
The primary failing of every auto-number solution for Microsoft Dynamics CRM that I have come across is the ability to ‘guarantee’ a unique [...]
Microsoft Dynamics CRM 2015 Tip: Form Manipulation Using “Business Process Flow” Control
Microsoft Dynamics CRM 2015 supports new dynamic UI features in its XRM.Page namespace. One of these is the ability to interact with the Business Process [...]
Automating Requisitions in Dynamics GP
If you thought your process was too complicated for the typical Expense, Purchase Requisition or Invoice Management Application think again! DynamicPoint’s SharePoint business automation applications [...]
Power Query for Excel: Load Settings Minimize Wasted Memory
Here at HSO Green Beacon, we are excited about helping our customers leverage Power BI. We’ve found that there are some tricks of the trade [...]
Microsoft Unified Service Desk (USD) Configuration 101: Usage and Entities
With a new year right around the corner, I figured I could talk about one of the fairly new areas/products of Microsoft CRM: the Unified [...]
Bulk Delete From Multiple Entities With One Button
Over the years I've had the need to delete all records from multiple entities, including when testing out data migrations or working with the new [...]
MS Dynamics CRM 2015: Understanding Calculated and Rollup Fields
Overview The upcoming release of Microsoft Dynamics CRM 2015 contains two new features to be discussed here: Calculated and Rollup attributes. At a very high [...]
MS Dynamics CRM 2013: Generating SSRS Report as PDF Using Plugin
One of our customers wanted a command bar button on the Order form that would automatically create an email activity and attach a PDF invoice [...]
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