
SharePoint integration for Microsoft Dynamics 365 is a great way to free up space taken up by files or attachments that are usually stored in Dynamics 365 itself. Enabling this integration can be incredibly helpful, but there are a few quirks when using this service. Also just note that this articl
Read the full article hereI recently needed to create an Excel template for a customer. My scenario:The template was to be based on appointments that were ‘Regarding’ a specific record type . It needs to group the time spent on each of the appointments based on a value from the regarding record.Customer has Microsoft D
Read the full article hereWhen moving changes between environments in Microsoft Dynamics 365, solutions are used to package these changes for ease of change tracking and feature management. However, solutions can often become large in size, which can greatly increase the time needed for deployment. It is often good practice
Read the full article hereRecently for one of my projects, I was required to create an Audit Report which showed all the mandatory fields within the client’s Microsoft Dynamics 365 environment. Upon doing some research, I figured out that “Metadata Document Generator” tool from http://www.xrmtoolbox.com/ can be used to gener
Read the full article hereOne of the suite of the Relationship Insights is a Relationship Assistant which keeps you updated with the upcoming activity or the task in Microsoft Dynamics 365. It continuously analyses your customer’s communication data in Dynamics 365 and from the Microsoft Exchange. It additionally provides r
Read the full article hereIn my previous blog, I’ve gone over setting up Team Foundation Server (TFS) such that we can use queries. TFS queries allow us to group and filter out work activities in TFS (primarily bugs). By setting up our queries to modularise our data and connecting TFS into Microsoft Excel, we can now extract
Read the full article hereTeam Foundation Server (TFS) is a Microsoft product which provides source code management, project management, reporting, release management and testing. TFS has a lot of inbuilt reporting and dashboard services available. By connecting TFS to Microsoft Excel, we can use different functionalities of
Read the full article hereAlong with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th
Read the full article hereMicrosoft’s business application platform let organizations innovate business solutions faster. It helps them to build and extend modern business applications by composing analytics, user experiences, tasks automation all together using a wide-ranging and integrated set of services. It offers a rich
Read the full article hereI had one of our Non-profit customers contact me recently. They had received the 80% storage warning message about their CRM and wanted to buy Additional Storage. Not understanding what the issue was, I sent them through the instructions on the steps involved via the Office 365 admin centre. B
Read the full article hereAs I write this article, New Zealand (NZ) Office 365 subscribers have their services hosted out of a data center in Singapore. The distance from New Zealand to Singapore is a good length, which means it can take a bit longer for our client requests in NZ to hit the servers in Singapore meaning Late
Read the full article hereAs we continue to work more and more with Office 365, we are likely require some form of integration from our custom application or business system with Office 365. The Office 365 platform has some APIs available for integration, which will also allow our hybrid systems to integrate with the cloud.
Read the full article hereRecently, a customer with a federated active directory setup got an error from the MS Online Services Team saying that they did not register a synchronization for at least 24 hours. The synchronization has been working fine until now but then suddenly stopped. We noticed the following errors
Read the full article hereI have been hearing this term ‘BPOS’ for a while now so I thought I would do a bit of research into what it is all about. ‘BPOS’ stands for Microsoft’s ‘Business Productivity Online Standard Suite’. Unfortunately I missed the bus a bit on this as this year Microsoft has rebranded BPOS to now be call
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