It’s time to kill the “Reply All” button

We have seen that email come in. “Let’s all congratulate Susie and team for successfully making Contoso’s Go Live a success last weekend!” Nothing wrong with that, its important to highlight and recognize team successes. Then it starts… A string of emails come streaming in. “Great work team”. “Congrats” “awesome”.  Nice gestures, and again, important… Continue reading It’s time to kill the “Reply All” button

The Curious Case of the Missing “Create Invoice” Button in Dynamics 365

Overview The out of the box process for Dynamics 365 Customer Engagement Sales Process is that an Quote can be converted to an Order, and an Order can be converted to an Invoice. There is a little known feature called “Is Sales Order Integration Enabled” that can change the behavior of this process such that… Continue reading The Curious Case of the Missing “Create Invoice” Button in Dynamics 365

Importing Legacy Users to Dynamics 365 Online

Introduction Users need to be created in Office 365 and assigned a Dynamics 365 license to be added to Dynamics 365. Migration projects often require historical users created to properly map ownership of historical data. This post outlines is a simple, faster way to import historical users to Dyn365 Online without adding them to Office365.… Continue reading Importing Legacy Users to Dynamics 365 Online

Dynamics 365 Quick Tip – Getting Service Outage Info

Growing up in South Western Ontario off the shores of Lake Huron meant that we got a lot of windy, unpredictable weather.  It wasn’t until I moved to the other side of the province that I learned that snow *falls down* and not *sideways*. With that type of weather meant quite often we would lose… Continue reading Dynamics 365 Quick Tip – Getting Service Outage Info

Dynamics 365 Quick Tip – Determining when a Contact added to a Marketing List

The Question If you have questions regarding Dynamics 365 there are plenty of resources online to help out.  A couple of places I recommend is the Microsoft Community or the D365UG/CRMUG forums. Sometimes a post/answer can be 6 years old and still relevant.  Today I got a message out of the blue from a community member… Continue reading Dynamics 365 Quick Tip – Determining when a Contact added to a Marketing List

Restoring Dynamics CRM/365 Database from Enterprise to Standard (Moving to Online – Sidebar)

As I continue to write my blog series of migrating Dynamics 365/CRM on-premise to online, I was working in my lab environment putting together steps for my next post when I came across an issue that might be faced by others when working on their migration/upgrade projects. Many production on-premise Dynamics CRM/365 systems will very… Continue reading Restoring Dynamics CRM/365 Database from Enterprise to Standard (Moving to Online – Sidebar)

Dynamics 365/Business Application Platform Glossary of Terms

With the recent announcements from Microsoft regarding the Business Application Platform, there are a number of blogs, presentations, white papers, tweets, videos and other media reviewing, previewing and going into detail of the power of this platform. Of course, all this information comes with a lot of acronyms and technical jargon, some of which is… Continue reading Dynamics 365/Business Application Platform Glossary of Terms