Rachel Mantei here with the fourth and final part of my Microsoft Power Apps Portal Pages How To Series. Part 4 of this series looks at how to filter entity list data based on logged-in…
Over the last several years, Microsoft has cemented itself as a best-in-class provider of CRM and ERP solutions with its Dynamics 365 platform, which contains a wealth of tools for sales, marketing, operations, finance, service,…
Rachel Mantei here with part 3 of 4 of my Microsoft Power Apps Portal Pages How To Series. Part 3 of this series looks at how to conditionally show content based on current logged in…
Part 2 of this series looks at Bringing in images into the Portal from Dynamic 365 CRM via Liquid and HTML.
Part 1 of this series looks at how to display an Entity List using FetchXML and Liquid Code for a more custom Portal Page.
Members of the New Dynamic team enjoyed a great day volunteering for Giving the Basics last week. We packaged over 10,000 hygiene items that will be delivered to struggling children and families in the…
I know that this is a topic that new System Admins struggle to figure out… I’m going to address how to add search fields to the Filter by Keyword at the top of entity views.
By Kristen Dickerson, CSM, CSPO When dealing with people, there will always be a variable of change. At the beginning of any project both the client and consultant project team members know the least…
If you are setting up Dynamics Marketing Capture Forms for the first time and find it confusing, you are not alone. Follow the steps I have outlined below for a less confusing and frustrating experience…
As many top executives and sales managers will attest, getting their employees to adopt and embrace a CRM system is much more challenging than identifying and purchasing the latest and greatest CRM technology.
Navigating your business without organization-wide visibility into your sales process, activities and pipeline can feel a lot like navigating through the darkness.
By Kristen Dickerson, CSM, CSPO Edmund Burke once said, “Good order is the foundation of all things”. Organization is success, disorganization is chaos. The Product Backlog is where all system tasks, features, defects, and…
Since the general availability release of in-app notifications this Spring, I’ve been seeing more and more applications for this feature. However, my initial impression was that for non-developers like myself in-app notifications would require…
How to Become a CRM Success Story When you think of a CRM deployment, what comes to mind? Sadly, for so many of us, one of the first things that we think of is how…
The enhanced experience for creating email templates is becoming generally available this month as part of the 2022 release wave 1 plan, so I thought I’d put together my thoughts on the new feature.…
Need to add metadata to the D365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many…
You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will help you walk through this process…
We continue to see more new features in Dynamics 365 leveraging Teams integration and a new one now in preview is Swarms for Customer Service. As with any preview feature, it is not supported yet…
While the Unified Interface update to Microsoft Dynamics 365 brought a cleaner experience for a lot ofend user functions, one of the items that has lagged behind is the experience for querying data (a/k/aAdvanced Find).…
A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m…
Any system implementation is a large investment, no matter the size of the project. It is a financial investment, a time investment, and a people investment. But many companies come to the table…
Members of the New Dynamic team gathered recently at Giving the Basics, to help count, sort, and create personal care hygiene packages for area shelters, pantries, and low-income schools. Thank you to Giving the Basics…
“What is Agile?” “Does an Agile methodology approach make sense for my company’s Dynamics 365 implementation?” “What does my project team need to know before starting a project using an Agile methodology?” As…
At New Dynamic, we believe in donating our time, talent, and money to Ronald McDonald House Charities to help families stay together during their sick child’s time of need. Each quarter we gather as…
Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases when you have over ten…
So, I’ll admit to being a bit of a zealot when it comes to icons in Dynamics 365 model-driven apps. For years I’ve looked down my nose at app customizers who created custom entities tables…
I recently spun up a brand-new environment for a new client and encountered a frustrating issue when I went to modify the contact form in my Sales Enterprise App solution. It wouldn’t save.…
Dynamics 365 and Microsoft Teams working together offers powerful new ways for everyone across an organization to seamlessly exchange and capture ideas right in the flow of work. Microsoft recently announced a new collaborative app…
The Dynamics 365 release plan for 2021 promises many new upgrades and we’re excited to share some of our favorites, including the Dynamics 365 Sales mobile app. The Dynamics 365 Sales mobile app is specifically…
New Dynamic, LLC, a leading provider of Microsoft Business Application services focused on the Dynamics 365 platform, announced today that its Dynamic FRM™ formula and recipe management solution has been approved by Microsoft AppSource, Microsoft’s…
One of the new features released with the Dynamics 365 April 2020 Wave is the Kanban control. Kanban boards are an agile project management tool and visually depict work at various stages of a process using…
