CRM blog by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

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How To: Integrate SQL Users into Dataverse Teams - by Conor Lowe, CRMCS Cloud Developer Power Automate gives us a useful tool to integrate data between systems in the cloud. This article will take the scenario where we have a collection of data in SQL that we want to integrate into the Dataverse Database for use in.... More

HOW TO: Integrate SQL Users into Dataverse Teams

CRM Consultancy | 08/12/2021 13:59:00

This article was inspired by Future Lawyer Week 4.0, our first legal conference in London since 2019. Whilst at the event we had the opportunity to present a LIVE product demo of our in-house built app DocDrive365. Due to Covid, we wanted to make sure that our product demo.... More

HOW TO: Prepare to go LIVE on Linked-In!

CRM Consultancy | 08/12/2021 12:23:00

By Benjamin Heapy, CRMCS Senior Cloud Applications Consultant Does your business have lots of apps in lots of places and cause issues with where you need to go to do your job? A Canvas App Home screen may be your solution, with a home screen you can place links to all your.... More

Creating a Homepage Canvas App

CRM Consultancy | 08/12/2021 12:15:00

Copying Data is bad – it risks generating duplicate data and increases the level of technical debt in a solution. But when we need data shared between different systems, how do we avoid it? Traditional integration involves a one-way or bi-directional push of data between two systems databases; so each system can put that.... More

HOW TO: Virtual Entities in Dynamics 365

CRM Consultancy | 03/11/2021 10:36:00

   As we know to edit columns in Microsoft Dynamics CRM, this needs to be done from the from accessing the views from either customising the system section or by using a solution. The views section will allow us to alter or edit the way in which.... More

Release Wave 2 New Feature: The Columns Button

CRM Consultancy | 22/10/2021 15:47:00

Microsoft Dynamics allows its users to have several fields to their CRM. These fields can be searched in many ways by users. One field which has multiple ways in searching is the Date field. In this article we will be touching base with the ways in which users can search the date field in Microsoft Dynamics..... More

HOW TO: Search a date field in Microsoft Dynamics

CRM Consultancy | 07/10/2021 15:58:00

The Relevance Search in Dynamics and Dataverse has been a great step forward to help us search and find key information in our CRM and Power Apps This allows an option to search across multiple tables and columns in accordance with your security permissions, and present a filterable list if possible options for data.... More

The Relevance Search COMING SOON to Power Apps Portals

CRM Consultancy | 04/10/2021 09:26:00

Recently you may have started to receive emails from the Microsoft Power Platform that read something like this “Immediate action required: Out of database capacity”. This means that you have exceeded your quota for storage in Dynamics 365. This is a combination of all the instances that sit in your organisation e.g., live and.... More

HOW TO: Manage Your Dynamics 365 Database Size (Video Included)

CRM Consultancy | 24/08/2021 13:20:00

For many years, ClickDimensions was the only reputable marketing solution for Dynamics 365. It allowed organisations to manage all of their marketing needs within Dynamics 365, even when it was Microsoft CRM. However in 2018, Microsoft released Dynamics 365 Marketing as a 1st Party App that comes into competition with ClickDimensions..... More

Dynamics 365 Marketing vs ClickDimensions

CRM Consultancy | 23/07/2021 14:11:00

With remote working expected to become the "new norm" for most businesses, having the right technology in place is critical. But have we all considered what factors our businesses should consider when selecting from the market's plethora of options? Whether your office chose Microsoft Teams, Zoom, Meet, Slack or another platform, the pandemic forced your organisation.... More

It’s time to pause, reflect and acknowledge a new era of inclusivity and collaboration.

CRM Consultancy | 23/07/2021 13:54:00

    Following on from Part 1 - Balancing CRM and Asset Management Scopes – Asset Management Hub How do you build a reliable Asset Management system? Why is getting the basics.... More

Part 2 - How to get the most from a Technology Expert – Asset Management Hub

CRM Consultancy | 14/07/2021 12:36:00

Welcome to the Property & Asset Management Hub, bringing together our extensive working-knowledge of the Property & Asset Management sector. To help you learn, develop, implement and maintain market-leading Dynamics 365 solutions and introduce scalable case and Asset Management solutions. Our expertise enable Property and Asset Management companies to process and automate complex, large-scale information.... More

Property & Asset Management Hub

CRM Consultancy | 14/07/2021 11:07:00

Part 1 - Balancing CRM and Asset Management Scopes   CRMCS hosted a Webinar focused on Asset Management that uncovered how this industry can benefit most from using the Microsoft cloud. Our main speaker was Masoud Asgarpour, Digitalisation Manager at Ingka.... More

Part 1 – Balancing CRM and Asset Management Scopes - Asset Management Hub

CRM Consultancy | 01/07/2021 08:54:00

PowerApps Portals provide you with the tools to allow external users to view and interact with your CDS data in their local language. Using Microsoft's vast array of language packs and a bit of extra customisation detailed in this article, you can open up possibilities for connecting with more people, from more places. .... More

Creating a Multi-Lingual PowerApps Portal

CRM Consultancy | 30/06/2021 11:40:00

There is currently no out-of-the-box functionality for scheduling an appointment in a Dynamics Teams meeting. I'm sure this will be available in the near future, but for now, we can use Flow to create a Teams Meeting with the same information and pass the newly created Teams URL.... More

Microsoft Teams - Adding a Microsoft Teams URL to a Dynamics Appointment

CRM Consultancy | 18/05/2021 12:41:00

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