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.

Tuesday, June 11, 2019

Like People, Change is a Must to Maximize D365 Performance

As we go about our “daily grind,” we are always looking to do our jobs and perform our activities in more efficient, more productive ways. We try to improve our experiences, support colleagues and change behavior—in ourselves and others—to excel at what we do. Whether it’s reading an empowering book, being mentored, or team building …

Thursday, February 21, 2019

Introducing Our Custom Approval Solution for D365

We’re excited to tell you that Armanino has developed a new, custom Approval Solution, which is included as part of our Dynamics 365 offering.  It can be applied to any entity and is easily customized to meet your business processes and workflow needs. Here’s a rundown of the main features (and we’ll look at setup …

Thursday, February 21, 2019

Using Playbooks in D365 for Sales

Introduced in the October 2018 release of Dynamics 365 for Sales, Playbooks gives you the ability to easily schedule a specific set of sales activities based on an event. What are some real-world scenarios where this would useful? When a key decision maker leaves a customer’s organization in the middle of deal, for example, you …

Wednesday, January 16, 2019

Creating D365 Customer Engagement Apps Using the Web (Traditional Interface)

The App Designer is a great new feature for Dynamics 365 Customer Engagement that allows you to tailor a user experience to a specific set of entities, views, dashboards and other customizations. (For those unfamiliar with the term, Dynamics 365 Customer Engagement refers to the suite of solutions often associated with CRM, including Dynamics 365 …

Monday, January 7, 2019

Microsoft Dynamics CRM MultiSelect Option Sets: Pros and Cons

Microsoft Dynamics 365 for Sales version 9.0 saw a substantial refresh to Microsoft’s Dynamics 365 CRM platform, adding many new features and attributes. One long-sought-after attribute is the ability to create MultiSelect Option Sets. Before version 9.0, system administrators and developers were forced to simulate MultiSelect Option Set functionality by using a web resource to …

Thursday, November 29, 2018

Dynamics 365 PSA vs Projects Module: Maybe You Don’t Have to Decide

Last year, I wrote a blog comparing Project Service Automation (a newer offering in the Customer Engagement suite) to the Projects module in Dynamics 365 Finance & Operations.  Since then, Microsoft has worked to integrate the two similar offerings. Below is the vision Microsoft shares of how they see these two areas interacting: The integration …

Wednesday, November 28, 2018

Full-Featured Telecom and SMS functionality for D365 with Ytel

Ytel is a customer engagement platform that simplifies business communications across multiple channels. Recently, they have developed a solution in Dynamics 365 for Customer Engagement (D365 CE) to integrate their platform into your existing Sales, Marketing, and Operations processes. The D365 solution itself is simple, yet effective. Ytel has done the heavy lifting to hook …

Wednesday, October 31, 2018

Dynamics 365 CRM and AI: Why You Really Should Try Versium Predict

A few releases back, Microsoft partnered with Versium Analytics to provide Dynamics 365 customers with artificial intelligence (AI) for predictive analysis and lead generation directly within D365 CRM. It’s been over a year since the Versium Predict tool has become available in CRM, and despite the friendly price tag ($0), we haven’t seen a lot …

Monday, October 22, 2018

Build Next Gen Dynamics 365 xRM Apps With Power Platform

It’s no secret that Dynamics 365 is a great platform for any business application that requires a data layer, a logic layer and a UI layer, as it provides the necessary plumbing and extensibility to meet virtually any requirements. The concept of xRM has been around since the early days of Microsoft Dynamics CRM and …

Monday, October 22, 2018

How to Use Fun PowerApps Features for Mobile Devices

You’ve probably heard about PowerApps, Microsoft’s entry in the low-code/no-code development space. PowerApps enables “citizen developers” to create functional multi-platform, data-driven applications without writing any code. There are even more benefits for tech-savvy developers who want to take advantage of special mobile device features that are available on their phones and tablets.  For example, did …

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