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.

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 …

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 …

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 …

Tuesday, September 11, 2018

Microsoft Dynamics 365 for Marketing: Feature Highlights

Last spring, Microsoft released their much-anticipated new marketing platform, Dynamics 365 for Marketing. Dynamics 365 for Marketing is a full-featured marketing automation suite with multi-channel capabilities including bulk email automation, form submissions, landing pages and analytics, plus an in-depth event management and events portal. As of version 9.0, Dynamics 365 Customer Engagement users will have …

Wednesday, June 27, 2018

Don’t Miss Microsoft’s Business Applications Summit

There is a new Microsoft conference that we are really looking forward to: the Business Applications Summit, taking place on July 22–24 in Seattle (which by the way, is really nice that time of year). The event blends the best aspects of Microsoft’s former Data and Analytics Summit, its Convergence event and the Dynamics 365 …

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, June 5, 2018

The UG Summit is Coming!

We’re already chomping at the bit to get to Phoenix for the UG Summit, October 15-18. Just like last year, we’ll be sponsoring and leading sessions on various aspects of the Microsoft Dynamics 365 platform, and we’ll be manning an Armanino booth on the floor. If you’re considering attending, be sure to take advantage of …

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