It’s a bug..

Dear Microsoft, One for you to take a look at which won’t be high on the priority list however it is a frustration with the latest version of Dynamics 365 online. I will be reporting it after making this post. Description: Making a multi text field hidden (field fills the screen horizontally) and showing it…

2020 Dynamics appoints Milk & Honey PR

2020 Dynamics appoints Milk & Honey PR May 30, 2017/in Industry News /by Kaltrina Bylykbashi Milk & Honey PR has been appointed by 2020 Dynamics, the Microsoft Dynamics partner, to support sales and drive leads for the CRM specialist. 2020 Dynamics was set up to look for a communications partner to amplify marketing efforts and…

Dynamics YouTube Channel

CRM – In bite size chunks!   Bite size videos to help you with Microsoft Dynamics CRM   Over time I have noticed there’s a vast array of material out there about Dynamics CRM which is great but a large chunk of it is aimed at Consultants or the beginner videos are over 30 to 40 minutes…

New blog series: CRM basics for beginners – Part 2

New blog series 2: How do I navigate around CRM?   In part 1 of the series we demonstrated how to obtain a 30 day trial of CRM for free! This is available here: New blog series part 1   In part 2 for you beginners we will explain the simple methods on how to navigate around Dynamics CRM.  …

New blog series: CRM basics for the beginners – Part 1

New blog series: How do I get a CRM Trial? In this new series we will start with how to get a Microsoft Dynamics CRM trial and work through step by step on how to use the system for beginners. You have identified Microsoft Dynamics as a possibility for your companies new CRM system. Well done….

A Dynamic new Partnership!

New Partnership Announcement  We have some fantastic news to announce! As of the beginning of February ‘Fruition Systems‘ and ‘1984 Dynamics Ltd‘ are on a joint venture to become more established in the Microsoft Dynamics arena. To achieve this, we have entered into a partnership together to really commit to and over time evolve our…

Dynamics Tutorial: what’s your number and email address? Use your Dashboards!

    When discussing dashboards with a company they quickly think; Statistics, monitoring and some fancy graphs, maybe even Power BI which is a better choice. But what about a website, maybe Google, maybe your company website staff directory or homepage, filling the whole area of your dashboard with information that is quickly beneficial when someone calls you…

Dynamics Tutorial: voice of the customer (Surveys)

We live in a time when customers want to be heard and if you don’t listen to their feedback, good or bad then social media will and this could potentially damage your company reputation. This guide will help you get started. What is ‘Voice of the customer’? Voice of the customer gives you the ability…

Dynamics Tutorial: the New Sitemap Designer

The New Sitemap Designer Microsoft continue making strides in the right direction with Dynamics 365. This is so nice after months of using the XRM Toolbox to change the site map in Dynamics 365. If you want to add new areas, or for instance update the ‘Service Area’ you can and you no longer need…

Dynamics Tutorial: lightweight Outlook App for Dynamics 365

So you want the lightweight outlook app to track emails and see CRM information within Outlook 365? This article will help you, but it will not go into detail on configuring server side sync or privileges for different users. How do you get it? You go to settings> Dynamics 365 App for Outlook and you…

Adobe Sign and Dynamics 365!

Integration of e-signatures with CRM is here with the latest release of Adobe Sign for Microsoft Dynamics 365! To summarise; Adobe Sign will now integrate with CRM On-Premise and online, another step in integrating Adobe, Azure and 365 technologies. What is Adobe Sign? It allows an e-signature to be used and this can be linked…

Dynamics Tutorial: this email will be tracked in CRM

You try to track something to CRM and it doesn’t track, it just gives you a message saying it will be tracked.I have come across this kind of error quite a few times for customers. Most of the time there is a very simple answer to fix this issue. You were expecting to see something…

Dynamics Tutorial: disable auto-save on only one form

You may have come across a problem where a customer would like to use the ‘AutoSave’ functionality but there is one particular area they want it disabled. CRM will only allow you to completely switch off AutoSave. There is a way around this. If you want to disable it for only one entity, say the…

Dynamics Tutorial: re-Create a CRM User

We recently had a query from a customer where a user profile became corrupt. They wanted to delete and recreate a user in CRM. They were on CRM 2013 on premise so we had a couple of things to consider but it is not too tricky!  CRM 2013 and above you cannot delete users using…

Dynamics Tutorial: power BI setup with Dynamics CRM Online fails

I ran into an issue recently when trying to connect Power BI to CRM and thought it was worth sharing. I logged into Office 365 and clicked on Power BI > logged in – Select Services > Get Data > Dynamics CRM Online It now asks for your organization Odata web service URL. No problem, you…

Android compatibility with CRM

Android compatibility with CRM   Android versions, CRM 2016 and CRM for phones express app..Help Required! Questions can quickly arise regarding the compatibility of Androids with CRM 2016 as more and more businesses use CRM on the move.   As of 1st May 2016 I can provide you with a summary on what is and…

Those little CRM hacks worth avoiding

One of of my colleagues came across an interesting scenario when trying to re-activate an activity. Out of the box CRM does not include a  “re-open” or “re-activate” button on activity records. We could write some code to add an “activate” button onto activity entity forms so when a user presses it the activity is re-opened….

Dynamics Tutorial: solutions made simple….er

This isn’t intended to be a long post on everything you can do with solutions or how to set them up from scratch. This is intended to layout the method on how you use solutions to move customisations over from a Test system into a UAT organisation. Problems that come to mind – Should it be…

Asynchronous/Synchronous Processes

Almost everything you could want to know about Asynchronous and Synchronous processes in CRM.  I need to see all of the processes which have been running, where can I see this? Asyncoperation table in SQL shows all processes.  Custom integrations Integration’s such as Sage to Dynamics CRM where something like Scribe is not involved, would…

Dynamics Tutorial: renaming Entities / Translations

Translations & Renaming entities correctly! Find your custom Solution, open it then go to the Export Translations button. This will give you two files which are zipped up so unzip this and open the main file (CRM Translations.xml) using Excel and ensure it is ‘Unprotected’. You can do this by going to the ‘Review’ tab…

Scribe (7.9.0) Publisher upset at the data – CRM 2015

Scribe (7.9.0) Publisher not picking up records – CRM 2015 Problem An Initial import was run to push NAV data into the Scribe Publisher queue found in the NAV database. This table then clears down when the publisher attempts to take the data to the Scribe in queue but it fails and the data is…

Dynamics Tutorial: CRM is down – Auto-rollover failed – ADFS errors

  Please note: This articles steps are taken directly from Microsoft’s own official article found here: https://support.microsoft.com/en-us/kb/2686840   You are here so I am guessing you might be seeing the error below right? The Token-signing certificate and Token-Decrypting certificate in ADFS will automatically be renewed by the Auto Certificate Rollover feature because these certificates reach their expiration date. The…

The basics of Azure and CRM

The basics of Azure and CRM A summary of Azure It is a Microsoft cloud computing platform. Your applications are deployed to the cloud. AZURE is paid for as a utility model so you only pay when you are using it. People use this instead of On-Premise computing.   Before Azure we had the following:…

Dynamics Tutorial: welcome Tour Screen – Please go away!

As lovely as she may look, we don’t need to see her face every time we load up CRM. Even when you tick the ‘Don’t show me this again’ tick box it still appears when you start a new browser session. There is a very quick and easy way to ensure this will go away…

The Joys of the Scribe services failing!

A quick tip I have utilized when the Scribe services just start giving up.. Once upon a time a problem existed where data was not appearing in CRM from Nav. I can tell you why this happened…the Scribe services just fell over and stopped working. We tried many things to stop this but in the end we…

You use IFD for CRM and suddenly CRM is unavailable

I arrive at work one morning and decide to access CRM on one of our development environments configured for use with IFD. I cannot access it on the server, I cannot access it via a website away from the server through IFD. It lets me get to the sign in page and it accepts my credentials…

Dynamics Tutorial: calculated Fields

Have you ever wondered what these calculated fields can be used for? Here is a simple explanation of how they can be used with a basic example given! Calculated fields can be used with the following data types: Single line of text Option Set Two options Whole Number Decimal Number Currency Date and Time When…

Dynamics Tutorial: IFD, Claims, ADFS..What now?

What is IFD and why use it? IFD stands for Internet Facing Deployment which means you can access CRM without being on the local network. If this confuses you then try and think of it like this: You are at your company who uses CRM and you can enter the CRM URL and voila you…

Server specs and requirements?

For a new CRM setup or migrating to new servers you will need to know hardware requirements and the software required to run CRM. Use the link below and ensure you change it to the correct CRM version. If you have one application and one SQL server you will probably find that the Web App…

Auditing for MSCRM

 Why would a company use auditing in CRM?   Organizations often need to be in compliance with various regulations to ensure availability of customer interaction history, audit logs, access reports, and security incident tracking reports. Organizations may want to track changes in Microsoft Dynamics CRM data for security and analytical purpose What levels can you…

Documents/Sharepoint in CRM

The documents tab is found on account, Kb article, lead, opportunity, Product, Quote and Sales Literature. It will only be available if SharePoint integration has been setup. It can be seen on the fifth tab along when viewing an account Where should you also check that documents have been enabled for each entity? You need…

Dynamics Tutorial: teams – owner vs access Teams

What are teams? Teams are a way of giving large groups of user’s access to records or making them owners of records using a bulk method. A user can belong to single or multiple teams. What sub areas are found in the Teams settings area? Define what an owner team is and when you would…

MS CRM Compatibility Made Easy

I know the scenario you may have faced..Someone in the office approaches you and asks something like the following ‘Is Office 2007 SP2 compatible with CRM 2013 and is Cached Exchange Mode required?’. Well the answer to the question is yes and yes but not many people know that information without a bit of digging…

What is Dynamics CRM?

What is Dynamics CRM? Dear reader, I am not going to start with a long post about what CRM is as you can phrase it in so many different ways and make it work for so many different industries. Therefore, I will define it to the best of my ability on one, maybe two…OK five lines….