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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.


Cleaning Your CRM Data
Oct 16, 2018

What can you do to clean up bad data and prevent it from entering your system? Today, we’ll offer you and your team a few important tips that will allow your CRM system to flourish and become an even more valuable tool to your company.

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Join Us in Arizona for the 2018 D365UG CRMUG Summit!
Oct 09, 2018

The D365UG/CRMUG Summit is the can’t-miss conference for users of Microsoft Dynamics 365 and Microsoft Dynamics CRM. The Summit is tailored to fit all levels of experience and a wide range of topics.

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Give Your Dynamics 365 System a Check-Up
Oct 03, 2018

By Andrew J. Potasek

Maximize performance, increase collaboration and streamline processes — that’s what Microsoft Dynamics 365 is made to do, right? It is, if you’re taking full advantage of it.

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How Safe Is Your Dynamics 365/CRM Data? An Insider’s Look at Microsoft’s Security Platform
Sep 10, 2018

By Kevin Scully

How secure is your data on the Dynamics 365/CRM platform? From individual user access, to data transfer, to data storage, get a glimpse at what Microsoft is doing to protect your organization.

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Start Your Digital Transformation With “Business Central” Technology
Sep 01, 2018

By Barbara Bell, Mark Christie

Attaining digital transformation and the resulting competitive advantage requires the right tools. Today, we’re going to discuss how you can use Microsoft Dynamics 365 Business Central to simplify processes, integrate applications, empower your employees and make more informed business decisions.

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CRM for Contractors: Win and Keep More Customers With an Automated Sales Process
Aug 24, 2018

By Jason J. Smith

In a five-part blog series, we're exploring how a CRM solution can change the way contractors operate, allowing them to deliver better experiences to customers and foster successful businesses. In part two, we'll be diving into the second CRM capability you can use to drive more business: sales automation.

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Is Dynamics 365 for Project Service Automation Right for Your Business
Aug 13, 2018

There are tools to help streamline processes and increase productivity. Whether or not you’re already using Microsoft Dynamics 365 (D365), its Project Service Automation application is one of the most reputable out there. Its features allow businesses to plan and manage projects, optimize resources, forecast project profitability, deliver insights and increase employee productivity. From sales, planning and delivery to after-sale service, managing the complete customer life cycle using just one application helps increase efficiency and collaboration.

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CRM for Contractors: How to Win More Business With Mobile Optimization
Jul 24, 2018

By Jason J. Smith

Technology has evolved at a rapid pace and there are now valuable tools the construction industry can leverage. In fact, there are even technologies specifically designed for specialty subcontractors, which can help you win more business and improve project margins. In this five-part blog series, we’ll take a look at five ways a modern customer relationship management (CRM) solution can change the way contractors operate, allowing them to deliver better experiences to customers and foster successful businesses.

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How XRM Tooling Can Connect to the Wrong CRM Instance
Jul 20, 2018

By Mike Adler

Are you accidentally connecting to the wrong instance of CRM? While I was working on a custom application the other day, I found that using “friendly name” over “unique name” can trigger this. Learn how to correct it.

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D365 Tips: How to Auto-Populate a Price List Based on the User’s Territory
Jun 28, 2018

By Anshul Komalam

In this blog, we cover how to enable auto-selection of a price list on an opportunity based on the user’s territory, using the inbuilt rule of the Dynamics 365 platform.

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How Dynamics 365 for Field Service Helps You Gain Loyal, Repeat Customers
Jun 14, 2018

By Ryan Swiderski

One of the biggest ways companies who perform field service can value their customers’ time is by becoming more efficient. Reducing follow-up visits by having the information ahead of time to make a faster diagnosis, plus the parts available to resolve the problem right then and there, go a long way toward developing loyal customers — ones who won’t jump ship for another business the next time something goes wrong. Microsoft Dynamics 365 for Field Service ties everyone together on one integrated platform to make it easier to predict field service calls, schedule field service resources, send invoices and even measure customer satisfaction.

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How Microsoft Dynamics 365 Creates Customer Loyalty and Retains Customer Service Agents
Apr 02, 2018

Creating customer loyalty is all about delivering an effortless experience — and delivering it on the customer’s terms. According to Harris Interactive, 86% of consumers are willing to pay more for a better customer experience, and 89% of customers who stop doing business with a company due to a poor customer experience will start doing business with a competitor . You can reduce poor customer experience by increasing employee resources, improving customer communication and performing reporting on customer service activities.

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Is Your Organization’s Code Base Ready for the Dynamics 365 9.0 Upgrade?
Mar 14, 2018

By Jason M. Eldredge

D365 Online customers can now schedule their update to D365 9.0. To help achieve a successful upgrade, we have outlined below the required and recommended changes by code type.

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Top Free Tools for Microsoft Dynamic 365 Admins (Continued)
Feb 14, 2018

This blog will detail 5 free tools that administrators can utilize to more effectively manage their Dynamics 365 system for their organization. Part 1 of this blog can be found here.

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XrmToolbox – Plugin Trace viewer
Feb 06, 2018

XrmToolbox - Plugin Trace Viewer resolves query and view limitations of Plugin Trace Logs within Dynamics 365.

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Empowering D365 Administrators: Top Free Tools for Microsoft Dynamics 365 Admins
Jan 08, 2018

By Mike Adler

Administering Microsoft Dynamics 365 can be challenging at times.  This includes our recommendations for Top Free Tools for Dynamics 365 Administrators. 

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Come Join Us at the 2017 D365UG/CRMUG Summit!
Sep 12, 2017

The D365UG/CRMUG Summit is the can’t-miss conference for users of Microsoft Dynamics 365 and Microsoft Dynamics CRM. We look forward to seeing you there!

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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.

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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.

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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. 

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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.

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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. 

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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.

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Calling Custom Actions from JavaScript
Aug 10, 2016

By Mike Adler

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.

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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®.

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

By Mike Adler

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.

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

By Mike Adler

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.

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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.

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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.

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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.

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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.

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