Insights

Connect – Microsoft Dynamics 365

Stay connected with product news, best practices, ideas, and tips to explore alignment with strategic business objectives, meet a short term tactical need, or just get thinking.


Dynamics 365 and Auto Capture
Mar 18, 2017

With the release of Dynamics 365, Microsoft is introducing Auto Capture. This new functionality allows users to view untracked emails directly in CRM and are given the option to track emails in Dynamics 365.

Read More


Dynamics 365 and Relationship Assistant
Jan 07, 2017

With the release of Dynamics 365, Microsoft is introducing Relationship Assistant.  This new functionality helps you focus on what’s important.  With new interactive cards notifying you of important events, interactions, to-dos for the day, and upcoming events, this new tool will drive productivity and increase your workforce efficiency.

Read More


Microsoft Dynamics 365 and Resource Scheduling/Project Service Automation
Nov 29, 2016

Microsoft previously mentioned developing features that would assist in bridging the gap between the two solutions of Field Service and Project Service Automation within Dynamics CRM.  They began using the shared data model to tie together native CRM entities with the new entities in the Field Service (FS) and Project Service Automation (PSA) solutions. 

Read More


Microsoft Dynamics 365 and Field Service
Nov 09, 2016

The next generation of the Field Service application through Dynamics 365 will support organizational growth goals by facilitating better demand generation via marketing automation, faster closing with salesforce automation, and a better customer experience following the sale with customer service, field service, and project service applications.

Read More


Dynamics 365 and Fall Updates Announcement
Oct 26, 2016

Microsoft has announced this fall they will be launching Dynamics 365.  Read to learn what Dynamics 365 is, and how it will increase value for current Microsoft customers. 

Read More


Turbo Form Rendering Engine Issues
Sep 08, 2016

 Wipfli has a methodical approach to handle seamless upgrades from Legacy form rendering to Turbo form rendering mode - we have found a few issues using the Turbo form rendering engine.

Read More


Calling Custom Actions from JavaScript
Aug 10, 2016

Custom Actions are a great way to extend Dynamics CRM.  In this post, I will show you how to use the Ribbon and JavaScript to call a Custom Action.

Read More


Wipfli Proudly Accepts a Spot in the 2016 Inner Circle for Microsoft Dynamics®
Jul 18, 2016

To further show that Wipfli is dedicated to organizations’ success with technology solutions, we have been recognized as a top partner of Microsoft and added to another year of Microsoft’s Inner Circle for Microsoft Dynamics®.

Read More


Microsoft Dynamics® CRM Online – Use Service Accounts Without Consuming a CRM License
Jul 02, 2016

Don’t consume a valuable CRM license for running background jobs and integrations.  Through Microsoft Dynamics CRM Online, organizations can setup “service accounts” that work the same way as a CRM user.

Read More


Reduce Amount of Time and Number of Clicks with an Add Button for a Microsoft Dynamics® CRM 2016 Connection
Apr 07, 2016

Taking too long to add Connections?  In this post, I will show you how to streamline the process and reduce the time it takes by adding a button to the Connections grid.

Read More


Spring is almost here, and so is the next Microsoft Dynamics® CRM 2016 Online Update 1
Mar 12, 2016

Included in this blog you’ll find a link to the Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide, along with a quick video on what to expect in the next update for Dynamics CRM 2016 Online Update 1 and Microsoft Social Engagement 2016 Update.

Read More


Field Service Management with FieldOne and Microsoft Dynamics® CRM Online
Feb 24, 2016

This blog highlights features of FieldOne for Field Service Management inside existing Dynamics CRM 2015 & 2016 Online environments.

Read More


Product Detail Sub Grid Sequence Number Fails to Update On-Premise CRM 2013 SP1 UR3 (6.1.3.119)
Jan 19, 2016

Here is a solution on how to fix a products sub grid on the Quote or Order form that is out of sync with a CRM custom report.

Read More


What you need to know about the new Microsoft Dynamics® CRM 2016
Jan 07, 2016

Microsoft has done it again. Microsoft Dynamics® CRM 2016 was recently released this month and continuously delivers more features to its users and administrators.

Read More

Dynamics CRM Blog

Subscribe to Connect – Microsoft Dynamics 365


Submit