Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

Friday, March 15, 2019

The Art of Gathering Requirements for D365

There are many tools and techniques for gathering business, functional and technical requirements. How they’re gathered is an artform that varies from professional to professional. The majority of the time your participants influence the tools and approaches you use. The art of gathering requirements is commonly known as discovery.   The goals of discovery include: …

Wednesday, September 16, 2015

NAVCO Uses FieldOne and Dynamics CRM as Customer Service Tools

NAVCO, a business security systems provider and Armanino client, utilizes FieldOne Sky and Microsoft Dynamics CRM as customer service tools to meet service level agreements and deliver outstanding customer services. NAVCO focuses on keeping their customers’ assets and people protected. FieldOne and Dynamics CRM make sure their systems stay running smoothly so they can continue …

Wednesday, June 17, 2015

Dynamics CRM Forecast Management to Improve Sales and Operations Planning

If your company struggles with accurate forecasting, and aligning goods and services with demand, you’re not alone. Having worked with a number of manufacturing companies, this is an issue that tends to come up pretty regularly. And truthfully, beyond the most basic pipeline management reports, out-of-the-box CRM systems are not built to include Forecast Management …

Monday, March 9, 2015

Running Workflows in Dynamics CRM 2013

This post from Tales from the Trenches covers running workflows in Dynamics CRM. Recently, I encountered a situation in which I needed to use a workflow to update over 45,000 existing records in CRM 2013. As you may know, it is possible to execute workflows manually – if they have been configured to run on-demand – …

Thursday, February 12, 2015

Dynamics CRM 2013 Service Pack 1 Update Rollup 2 is now available!

On January 28, 2015, we received notification that Microsoft had released Update Rollup 2 (UR2) for Service Pack 1 (SP1) for Dynamics CRM 2013. However, the files were not officially available for On-Premises customers to download until February 6th. They are now available at this page for the Dynamics CRM 2013 Service Pack 1 Update Rollup …

Thursday, August 21, 2014

Why Even Non-Developers Should Use Dynamics CRM SDK

If you are like me, the acronym “SDK” scares you (not that I would ever share that with my development-type teammates). I am a run-of-the-mill CRM customizer – do I really need or want to know all the nitty-gritty details of end points, soap vs. rest, and assemblies? Not really, but there is much more …

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