International Microsoft Dynamics 365 Consultant
Microsoft Dynamics 365 and Power Platform Release Wave 2 is here! With the rise of AI and Chat GPT, this release focuses on Microsoft CoPilot, adding Artificial Intelligence to many areas including suggesting content for marketing campaigns and making Power Virtual Agent Chatbots smarter. Early access is available from July 31st 2023 with General availability […]
Microsoft release two major biannual updates for Microsoft Dynamics 365 Online. The first is in April and the second, Release Wave 2; reached General Availability in October 2020 meaning it is now being rolled out to Dynamics 365 Organisations between October 2020 and March 2021. The release guide is a massive 546 pages! This covers […]
Where are Settings and Customization in the latest version of Dynamics 365 v9.1? In version 9, Microsoft introduced the new Unified UI, a new look and feel for Dynamics 365. It was still possible to navigate to the “Classic” UI by switching to the Dynamics 365 – custom app. With 9.1, this app has been […]
Today, the Dynamics 365 April ’19 release notes have been published, these document what’s new in the latest version of Dynamics 365. You can find the release notes here My favourite feature so far is Dynamics 365 Remote Assist using Hololens. Check out the video below
Trying to import an unmanaged solution into a Microsoft Dynamics CRM 2015 On Premise instance. I received the message Workflow {5125476c-7889-e611-8177-0050569c5846} does not exist, processtrigger With Id = 5925476c-7889-e611-8177-0050569c5846 Does Not Exist. After hunting for a workflow rule that didn’t exist for a while, I discovered CRM classifies Workflows as Business Rules I changed the […]
One of the key differentiators of Microsoft Dynamics CRM vs its competitors is the choice of delivery. Microsoft Dynamics CRM is available in three delivery models. Microsoft Dynamics CRM Online (Hosted by Microsoft) Microsoft Dynamics CRM On-Premise Microsoft Dynamics CRM Partner Hosted This post outlines the key points for consideration between Dynamics CRM Online and […]
Recently I have been creating a number of how-to guides for our Microsoft Dynamics CRM and Office 365 customers. You can find them on our Optimal CRM SlideShare account These include: How to View Invoices in Office 365 How to view Invoices in Office 365 from Optimal CRM How to change your Office 365 password […]
Microsoft are offering “CRM for Dummies” as a free eBook to help customers and prospects get the most out of Microsoft Dynamics CRM The book allows you to discover information about functionalities that will improve the way you handle customer contacts, leads, opportunities and case resolution. These out-of-the-box functionalities can make your sales and marketing processes more effective […]
Mainstream support for Microsoft Dynamics 4 expires in April 2013. After this date Microsoft will no longer provide free updates and non-security fixes for Microsoft CRM 4. Extended support will be available until April 2018. Extended support provides similar features to Mainstream Support but requires paid support cases to be opened with Microsoft. Here you […]
One question we have been asked quite a bit recently is “Does Microsoft CRM work on an iPad?” Currently, there are three options for using Microsoft CRM on an iPad. 1. Use CRM Mobile Express CRM Mobile Express is built into CRM 20111 and was included with CRM 4 Rollup 7. Currently, if you access […]