Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Monday, June 25, 2018

Dynamics 365 Sales Relationship Analytics Preview

In March, we summarized the features of Microsoft’s Spring Release for Dynamics 365 for Sales, Marketing and Customer Service. Today, we’re further exploring Relationship Analytics, an Embedded Intelligence preview feature for Sales, which was included in the Spring Release (version 9.0.2). Relationship Analytics analyzes your sales team’s interaction with customers and opportunities, and presents pertinent …

Tuesday, May 1, 2018

Dynamics 365 CRM Usability Tips

After using an application such as Dynamics 365 for Sales (CRM) for many months or years, sometimes we as users get stuck in a rut. We might feel like we have fully mastered an application and have nothing left to learn. In that vein, let me drop a few bits of CRM knowledge your way …

Tuesday, December 1, 2015

Dynamics CRM Duplicate Detection Due Diligence

If cleanliness is next to Godliness, then ensuring that your data is in order must be good for the soul. There are many areas of which to be mindful of when considering how to keep your company’s CRM data in order. Today we’re going to review the options for “Out of the Box” CRM Duplicate …

Monday, October 26, 2015

Dynamics CRM 2015 Update 1 Form Load Issues Solved

The Armanino team uses an AutoNumber solution for many of our Microsoft Dynamics CRM customers, and it has saved many hours of wheel-reinvention. However, we recently encountered a problem in Dynamics CRM 2015 when trying to create a new AutoNumber record for a customer. After clicking the NEW button, we would see the progress loop …

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, 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 …

Wednesday, March 5, 2014

Making an NN searchable in views or advanced in Microsoft Dynamics CRM

By default, the NN relationship isn’t directly accessible in advanced find or filter views. When you create a new N:N relationship it is set so as not to be displayed on either side: The “Display Option” and “Searchable” properties control if the relationship is displayed in views and advanced find. To make the NN searchable …

Wednesday, February 12, 2014

Best Practices for Designing New Entities in Microsoft Dynamics CRM

MS CRM is a very powerful tool, and very easy to customize—this can be good and bad. However, with some planning, you can help ensure that any new entities you add to the system make sense and are easy to use. Before Adding the New Entity Understand your company-specific terminology. One of the first things …

Monday, December 9, 2013

Mobility Enhancements in CRM 2013

With the new mobility features available in Microsoft Dynamics CRM 2013, you can access your data on your own terms—from anywhere and any device. Using a Windows 8 or iPad tablet? Then so is your data. Even if you find yourself without access to the web, certain data is cached on the device for you …

Friday, October 4, 2013

Adding Logic When Quotes are Activated in Microsoft CRM

Recently, I needed to write a Dynamics CRM plug-in to roll up the total amount for all quotes into their parent entity. The plug-in was to fire whenever a quote was activated. I knew from past experience that the message corresponding to quote activation was SetState, so I registered the plug-in accordingly. However, it absolutely …

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