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Best Practice for Storing Reference Data from Other Systems in Dynamics 365
Mar 14, 2019

Best Practice for Storing Reference Data from Other Systems in Dynamics 365

When integrating Microsoft Dynamics 365 with other systems such as SAP, it's common to store reference/lookup data from the other systems in custom entities in Dynamics 365. For example, SAP has a payment terms table that has both a unique code (e.g., NT30) and a name (e.g., Net 30). When...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, SAP, Power BI

Feb 06, 2019

How to Resolve Two Common Issues After Upgrading to Microsoft Dynamics 365 V9

Over the last several months, we have been helping our customers upgrade their Microsoft Dynamics 365 environments to V9.  As expected, we often need to revise custom code in JScript or plugins,  but the upgrades have gone smoothly & our customers are enjoying the benefits of...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready
Jan 22, 2019

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready

Syncing your appointments in Dynamics 365 is a great feature that keeps everyone's calendars up-to-date. But what if you do not want to sync all appointments, or maybe you want some time to refine or draft an appointment prior to synchronizing it; and by doing so, send an email to the...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, CRM, Tech Tip

Dec 07, 2018

Email Correlation in Dynamics 365

We recently discovered some very specific requirements around matching incoming emails to the correct record in Dynamics 365.  This customer had an issue with ongoing email conversations where the senders were not tracking their emails in Dynamics 365, but rather relying on the Email tracking and Smart Matching features within Dynamics 365 to handle the job for them.  Our focus during this project was to optimize performance, and saving time was a key factor.  

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks

Azure Machine Learning, Data Science, & Power BI Sessions at CRMUG Summit 2018
Oct 04, 2018

Azure Machine Learning, Data Science, & Power BI Sessions at CRMUG Summit 2018

Data Science...Data Models...Analytics....Azure Machine Learning...Power BI.  All at the CRMUG Summit this year in three action-packed sessions led by eLogic's Matt Lamb & Ulrik Carlsson.  See you in Phoenix!

Categories: News + Events

Tags: Dynamics 365 for Sales, Microsoft, Azure

Interoperating Platforms: What is Interoperation & why should I care?
May 15, 2018

Interoperating Platforms: What is Interoperation & why should I care?

If you read my “Don’t Wait, Integrate” and “Go Native AND Integrate” blog series, then welcome to the sequels.  Unlike most sequels, these won’t be just a rehash of the originals.  There is so much new ground to cover!  Platform evolution, cloud commerce and middleware, indirect access, and IoT are on the minds of many IT professionals these days, and I hope to give you a glimpse of what eLogic is doing in this new series of blogs.  

Categories: Microsoft Solutions, SAP Solutions

Tags: Dynamics 365 for Sales, Go Native, Integration

What's New in Dynamics 365 Customer Engagement V9 -- Advanced Find "Does Not Contain Data" Operator for Related Entities
Apr 19, 2018

What's New in Dynamics 365 Customer Engagement V9 -- Advanced Find "Does Not Contain Data" Operator for Related Entities

While Dynamics 365 V9 was officially released in July 2017, many companies postponed upgrades or didn’t have them available and are finally getting around to consuming the latest update now. If you haven’t already, be sure to check out the details of what's new on the Microsoft...

Categories: Microsoft Solutions, News + Events

Tags: Dynamics 365 for Sales

5 KPIs to Drive CRM User Adoption & Success
Aug 05, 2016
Scott Stamper

5 KPIs to Drive CRM User Adoption & Success

Congratulations! You have this bright and shiny new CRM system. You spent lots of time working on design. You have customized the system to make it a fantastic reflection of the manufacturing industry’s best practices for sales and marketing. You worked with a Dynamics Partner who lives,...

Categories: Microsoft Solutions, Business Intelligence

Tags: Business Intelligence, CRM for Manufacturers, Dynamics 365 for Sales, Microsoft

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