Handling Business Process Flows (BPFs) on record Create

In this blog we ask the questions like: how to apply a specific BPF when creating a CRM entity records? How does system defaults on new record create (or) how do I override this behavior? Good questions! Let’s clarify. When an entity record is being created and If there are multiple BPFs defined on that…

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How does the new Dynamics 365 web client UI make you more productive?

Dynamics 365 web client has refreshed UI in the upcoming release that increases readability and consequently productivity for our users who use the application day-in and day-out. Dynamics 365 might be one of the many applications they have to use throughout the day and a better UI is aimed at making their work easier and…

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Updates coming to Dynamics 365 Customer Engagement connection security

Starting with the July 2017 update for Dynamics 365 (online) we will begin requiring connections to customer engagement applications to utilize TLS 1.2 (or better) security. This aligns with updated Microsoft and industry security policies and best practices, and you may be required to take actions to maintain connectivity to Dynamics 365 Customer Engagement applications….

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Dynamics 365 – Portals  Source Code Release 

We are excited to announce that we have released the source code for Dynamics 365 – Portals.    The source code is released under an MIT license which is a very permissive popular open source license.  The source code is consistent with the same code that is used to host our July 2017 portal release…

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Upcoming changes to legacy Adxstudio Portals v7

Microsoft acquired Adxstudio in 2015 for its compelling customer engagement features and, over the last two years, has natively built them into Microsoft Dynamics 365. During that transition, Microsoft continued supporting the legacy Adxstudio Portals v7 product. Because you are a legacy Adxstudio Portals v7 customer, we are providing advance notice of changes to our legacy…

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How user feedback influences Microsoft Business Application development

Internally, Microsoft runs every aspect of the company using data. We refer to this as our “Data Culture”. As the leader of business intelligence and analytics for James Phillips, the Corporate Vice President who leads the Business Applications Group, I am often asked why and how we manage user feedback. With this post, I would…

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Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Last year, we announced that Microsoft Dynamics Marketing would no longer be sold to new customers starting November 2016. Microsoft has made the decision that Microsoft Dynamics Marketing will be discontinued as of May 15, 2018. With the discontinuation of service, Microsoft suggests customers explore a few options that may serve their on-going marketing needs,…

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Migrate your Dynamics CRM 2011 Knowledge base articles to new Dynamics 365 Knowledge base articles

Knowledge Management has always been a core of any Customer Service organization in helping achieve better CSAT and consistency in solving customer issues. Dynamics 365 (formerly Dynamics CRM) had Knowledge Management capabilities starting with the first Knowledge Management module in Dynamics CRM 2011 to the latest Knowledge Management module launched in Dynamics CRM 2015 release….

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