Dynamics 365/CRM
Dynamics 365 Field (Service) of Dreams
Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Field Service and Dynamics 365 Customer Service…what brought this thinking on I’m not sure. Maybe, it was…
Read MoreLet’s Talk Power Automate
We recently had a client request an enhancement for their Dynamics 365 Sales opportunities and quotes to include freight charges at the product line level. While standard Dynamics 365 includes freight amounts at the Opportunity and Quote levels, our solution showcased below requires extending this functionality. Using Power Automate and Dataverse (formerly CDS), we implemented…
Read MoreMicrosoft is Making a Splash in Dynamics 365 and Copilot with the 2024 Release Wave 2
Brace yourself for a tidal wave of innovation!! The 2024 Release Wave 2 for Microsoft Dynamics 365 brings an abundance of new features designed to transform business operations across various applications, including Sales, Customer Service, Finance, Supply Chain Management, and more. These updates are crucial for your business, as they can significantly drive growth if…
Read MoreERP Implementation Success: Insights from Hobart Service’s D365 Journey
Embarking on an ERP project marks a critical milestone for any organization. Once the project is greenlit, the real work begins to ensure a successful Go-live. In a past virtual session, experts from one of Ellipse Solutions customers, Hobart Service, shared invaluable insights into their Dynamics 365 ERP implementation success journey, shedding light on key…
Read MoreMajor Dynamics 365 Price Changes are on the Horizon
Microsoft has recently announced updates to commercial pricing for certain Dynamics 365 SKUs, which is the newest update since the October 2019 revisions. This change will go into effect on October 1, 2024 and will impact all those who: Where there is change there is uncertainty, and we’re here to help educate everyone as best…
Read MoreDynamicsCon Live 2024: Bobby Small’s Attendee Guide
I am stoked for DynamicsCon Live 2024 (DCL24) this year as it is in my backyard. Not my literal backyard, that would just be weird, require me to clean up my backyard, and based on the increasing attendance at this event, make for a VERY crowded event! What I mean to imply is that DCL24…
Read More“Board” with Dynamics 365 Sales views? Kanban to the rescue!
One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers. A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…
Read MoreSetting up PowerApps Canvas with Dynamics 365 Data
In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…
Read MoreDynamics 365 Customer Engagement – Phone Call Tagging…You’re It!
One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity. One of the most common activities in Dynamics 365 is the phone call. While the phone call activity does provide a subject field, this field…
Read MoreDynamics 365 Customer Engagement Security Best Practices and Maintenance Considerations
When it comes to the topic of “security” in the Dynamics 365 Customer Engagement platform, we thought we would share a few simple best practices and maintenance considerations that have been beneficial to some of our customers over the years. This is, in no way, an exhaustive list, but hopefully provides some ideas and strategies…
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