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

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

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

Features & Benefits of Scribe Insight for Integration with Microsoft Dynamics CRM

We help many of our customers integrate Microsoft Dynamics CRM with other systems, including SAP.  The integration tool that we use most frequently with Dynamics CRM is Scribe Insight from Scribe Software. Below are some key features and benefits that make Scribe Insight...

Categories: SAP Solutions, Microsoft Solutions

Tags: Integration, SAP

Introduction to Microsoft Dynamics CRM 2016

Microsoft recently announced the upcoming release of its "customer engagement solution", the combination of Microsoft Dynamics CRM, Microsoft Dynamics Marketing, and Microsoft Social Engagement (along with some dashboards in Power BI). Check out the details in the Microsoft...

Categories: News + Events, Microsoft Solutions

Tags: Dynamics 365 for Sales, Dynamics Marketing, Microsoft, Microsoft Social Listening

Leveraging Technology to Win Series – Key Learnings - Recap

This is the final post in a series on The Power of Choice – Leveraging Configuration Technology to Differentiate, Simplify, Perform and Win, by Mike Shields, Co-Founder and CEO of eLogic Group. This has been a brief look at the trends toward more differentiation – why it’s...

Categories: Manufacturing Industry Insights

Tags: CTO, DTO, ETO, MTS