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Category Archives: D365 General

Editable Grids in Dynamics 365

Posted On March 29, 2017 by Priyesh Wagh Posted in

Introduction: Editable Grid is a new feature introduced Out-Of-The-Box with D365 to ease of most common necessity of editing records from the grid itself. Up until now, you had to explicitly open a record and then update the changes. With Editable Grids, You can enable Editable Grid at the entity level so that all Entity … Continue reading Editable Grids in Dynamics 365

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Identify Users with System Administrator Role

Introduction: In this blog, we are going to discuss how to find the users having the System Administrator role. This can be done using the basic feature of CRM. Instead of checking all the Users separately and identifying the System Administrator(s) we can utilize the CRM feature of Advance Find. Steps: Step 1: Login to … Continue reading Identify Users with System Administrator Role

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Microsoft Dynamics 365 Portals

Posted On February 27, 2017 by Admin Posted in

Overview: You’ve been using Dynamics CRM 365 for your organization. And there is a need to make the information stored in your D365 accessible to your customers in a user-friendly interface. That’s where Microsoft CRM Portals come into play! Previously owned by ADX Portal, D365 Portals are now available Online. With each D365 Plan 1 … Continue reading Microsoft Dynamics 365 Portals

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Microsoft Social Engagement

Posted On February 7, 2017 by Admin Posted in

CloudFronts recently implemented and went live with Microsoft Social Engagement to analyze the reviews of their services using twitter handler @cloudfronts and #askCloudFrontsPM and use it to track Leads in Dynamics 365. So, Microsoft Social Engagement helps to analyze people’s views about the company, product and services on Social Network like Facebook, Twitter and Instagram. … Continue reading Microsoft Social Engagement

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Comparison between Yammer and Microsoft Teams

Posted On February 6, 2017 by Admin Posted in

Introduction With new release of Microsoft Teams, CloudFronts decided to analyse and check if Teams could be used for communication within the organization and we figured out few points between Yammer and Teams as which tool can be used as the best to enhance the communication within and outside the organization. Following are some points … Continue reading Comparison between Yammer and Microsoft Teams

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Intelligent Time Entry Alerts in PM App

Posted On February 6, 2017 by Admin Posted in

Overview: At CloudFronts, we use our Dynamics 365 PM App to track and manage Projects with Task and Resource Scheduling, Project Billing and Invoicing, Timesheets, Gantt Chart, Time and Expense Entries, User Skillsets and many additional features. We recently implemented an intelligent time entry reminder notification workflow to intimate users about pending time entries with … Continue reading Intelligent Time Entry Alerts in PM App

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Document Recommendations in Dynamics 365

Posted On February 2, 2017 by Admin Posted in

Introduction: Document Recommendations are one of the preview feature that is added in Dynamics 365. In this blog let’s see how we can enhance the use of this feature in our Business Requirement. Note: Since it’s a preview feature, it is advised not to use and it is subject to change. So not recommended on … Continue reading Document Recommendations in Dynamics 365

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Freeing Storage Space in Dynamics 365

Problem Statement: Data in you CRM is critical and storage space for CRM is expensive i.e. $9.99/GB/Month. Often, CRM space is taken up by Attachments and background data (ex: completed system jobs and it is difficult to realize where our space is being consumed. This blog is about some quick tips to free your storage … Continue reading Freeing Storage Space in Dynamics 365

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Out-of-Box Integration of CRM and Financials Pros and Cons

Posted On January 17, 2017 by Admin Posted in

In this article, we are going to walk through the pros and cons of Financials feature of ‘Coupling’ which enables integration of records between Financials and Dynamics CRM. This will help customers understand suitability of using out-of-box Integration. Introduction: Out-of-box Integration enables user to integrate and synchronise data in Microsoft Dynamics Financials record types to … Continue reading Out-of-Box Integration of CRM and Financials Pros and Cons

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Enterprise Integration with Azure Logic Apps

Understand Enterprise Integration Pack (EIP) The Enterprise Integration Pack is Microsoft’s cloud-based solution for seamlessly enabling Business-to-Business (B2B) communications. EIP is new features in Logic Apps which adds B2B and XML capabilities. Enterprise Integration Pack brings some of the enterprise B2B capabilities like AS2 and X12, EDI standards support (with EDIFACT coming shortly) and new … Continue reading Enterprise Integration with Azure Logic Apps

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