Ready to up your CRM game? With a jump from Dynamics 365 CE on-premise to online, you’re in the perfect spot to make meaningful changes.
Malcolm McAuley
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Basic Integration: Microsoft Teams + Dynamics 365
This entry is part of our Feature Review Series. These short, to the point blogs, strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business/organization would...
How to Integrate Microsoft Teams Chat With D365
This entry is part of our Feature Review Series. These short, to the point blogs, strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business/organization would...
Enhanced Integration: Microsoft Teams + Dynamics 365
This entry is part of our Feature Review Series. These short, to the point blogs, strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business/organization would...
“Dynamics 365 – Custom” App Button: To Hide or Show?
This short blog entry will hopefully help clear up a simple yet odd situation that arose recently on one of our projects. A customer is in the process of moving from their legacy CRM on-premise environment to Dynamics 365 in the cloud. When the new environment was...
Achieving On-Going Leadership Buy-In for D365 Projects
Leadership buy-in is a critical component of any project. While we need financial approval of the project, that's only a portion of the buy-in we're discussing. Leaders need to be champions of the project from the start, and system administrators/owners can ensure...
M365 – Using Conditional Formatting for Agreement Expiration
Recently we had a project that deployed a simple, creative solution that we thought might be relevant for our readers. The use case is managing agreements in a document library on SharePoint. We're going to deviate a bit from their specific use case so we can...
How to Teach Yourself Microsoft 365
Recently, a couple of people reached out to me asking about my engagement in the Microsoft 365 portion of the Microsoft stack of products. They asked how I went about learning the platform and, in particular, what I did to get started. The common theme was that there...
The Question of D365 Environment Structures
I've worked with various customers over the years with differing philosophies regarding how many environments they have for their CRM/D365 systems. While there are limitless ways a company might approach environments, we see three common themes. 1. Production Only The...
Creating a Basic D365 CE Roadmap
In a previous article, we talked about getting system users excited about the potential of system features and functions they may not be using today. You can read more about that in the article here. We now want to address what to do when you get all this...
[Webinar] GPT and Copilot: Step Into the Future Starting Today
Learn quick steps for getting started with an AI assistant, how to build a long-term plan, and how to use AI to super-humanize your team.
[Webinar] Show Me the Demo! Customer Insights – Data (CDP)
Learn how to create long-lasting, mutually beneficial customer relationships faster than you can say, “Dynamics 365 Customer Insights – Data.”
How to Paste a Picture into Microsoft Teams
When you're using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won't paste! Images not pasting is likely a bug that will be...
[Webinar] 7 Habits of CRM Success (and Recovery)
In this session, you’ll learn what it takes to achieve CRM success (even if you’ve already started and need to rethink your project).
[Webinar] 7 Habits of Modern Collaboration Success (and Recovery) with Microsoft 365
Learn the 7 essential components that every successful digital workplace project must have – and how AI is impacting these habits.
[Webinar] Roadmap to (Re)Launching Your D365 or M365 Project
This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project.
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