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 …

Wednesday, May 29, 2019

Microsoft Focuses on D365 to Help Customers Achieve Digital Transformation

We were fortunate to have speaker Mike Ehrenberg, Technical Fellow at Microsoft, at our recent Digital Transformation event. He shared a wide range of insights about the vital and increasingly robust role Dynamics 365 plays in customers’ digital transformation and in Microsoft’s own business model. Ehrenberg said that more and more customers are asking Microsoft: …

Tuesday, April 9, 2019

What’s in the Dynamics 365 Customer Engagement Update for April

Sticking to the bi-annual release cycle for Dynamics 365, Microsoft is getting ready to release its latest functionality update next month in the Dynamics 365 Customer Engagement update for April. (Full details for the release can be found here on Microsoft’s release notes site.) Here are some of the changes that I’m most excited about …

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: …

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 …

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 …

Next Page »