The Continuous Release Cycle of Microsoft Business Applications
Jun24

The Continuous Release Cycle of Microsoft Business Applications

Think like Software, Deliver consistency After structure has been added to solutions, version control can become the main focus and align it with the change control process. This helps identify which changes are being resolved. It also assists with both the requirements and changes being released internally with each solution.   Solution Naming Convention Solutions will contain a… Continue Reading Tom Northrup’s Article on...

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What are the benefits of a Solution Deployment Plan with Dynamics 365?
Jun18

What are the benefits of a Solution Deployment Plan with Dynamics 365?

Purpose The purpose is to consistently perform all configuration, customization, development, formatting, and setup tasks necessary to implement the project requirements in D365. Also, limiting the risk of poor solution management, limiting rework and errors that occur due to restrictions in Dynamics architecture at no fault of the developer or admin. Project Management Between Sprint… Continue Reading Laura Brewer’s...

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What are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?
Jun05

What are the 5 Best Practices for ClickDimensions to Streamline your Marketing Automation?

1. Creating Great HTML for email marketing takes more than just knowing the codeIt’s important to never create HTML as complex as you would for a webpage when designing your email content. This is due to the various email clients on the web that display HTML emails differently and do not handle complexity very well. Keep it simple; it’s always better! Make sure you test your HTML… Continue Reading Laura Brewer’s Article on...

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The Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application
May29

The Ultimate Guide for Configuring Dynamics 365 Portals for a Public Facing Membership Application

As some of you may already know, Dynamics 365 Portals are websites that can be customized in order to offer a personalized experience to your customers, partners, or employees. Portals integrate directly with Dynamics 365 for Customer Engagement and can surface data from the system in a public-facing way. In this learning blog I will show you how to stand up a basic public facing Membership… Continue Reading Laura Brewer’s...

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Using Resco Mobile Connectivity in D365 Field Service
May15

Using Resco Mobile Connectivity in D365 Field Service

Settings Normally Set Organization-wide by D365 System Administrator Max Attachment Size – Sets the maximum size of each attachment file in Resco Mobile CRM. The value inserted must be input in Bytes.  Max Sync Records – Sets the maximum amount of records by menu item that will be synced in a user’s device. This is an important setting. If this setting is too low for an entity… Continue Reading Laura Brewer’s Article on...

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Seven Ways to Improve Professional Service Organizations Using Dynamics 365 Business Central and Project Service Automation
May08

Seven Ways to Improve Professional Service Organizations Using Dynamics 365 Business Central and Project Service Automation

Unify Your Business & Integrate with Other Microsoft ServicesMicrosoft Business Central is adaptable to extend business applications to other Microsoft Services such as Office 365, Microsoft Flow, Power BI, and Power Apps. Within Outlook, users can utilize Business Central’s quote-to-cash features from within their inbox, including the ability to generate quotes based on the content of an… Continue Reading Laura...

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Optimize the Performance and Reliability of Azure Functions
May01

Optimize the Performance and Reliability of Azure Functions

Write functions to be stateless Functions should be stateless and idempotent1 if possible. Associate any required state information with your data. For example, a Fee Adjustment being processed would likely have an associated state member. A function could process an order based on that state while the function itself remains stateless.  Idempotent functions are especially recommended with… Continue Reading Laura Brewer’s...

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Why use Azure Functions to Facilitate Data Integration Development Patterns
Apr26

Why use Azure Functions to Facilitate Data Integration Development Patterns

Common Benefit from Azure Functions Regardless of the integration or any other purpose to run an Azure Function, there are some traits that obtain common benefits when using them.  1.) Code can be native to existing skill setNo need to learn new languages or platforms or hire consultants/developers 2.) Fits into existing code deployment models through Visual Studio 3.) Legacy code… Continue Reading Laura Brewer’s Article...

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What’s the Difference Between CRM & ERP?
Apr12

What’s the Difference Between CRM & ERP?

Client Relationship Management (CRM) and Enterprise Resource Planning (ERP) are two sides to one profitability chain. Both CRM and ERP’s main function is increasing overall profitability in a business. Successful organizations need these software’s to help clients drive key business tasks, make sharper and more rapid decisions,… Continue Reading Samantha Lemm’s Article on their blog

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The Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?
Mar27

The Ultimate Battle: Dynamics 365 vs. Salesforce. Who Will Win?

Dynamics 365  Dynamics 365 is cost friendly solution and provides companies with the flexibility to choose the best model for your organization. It also features primary CRM-focused apps which include: Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Retail, and Dynamics 365 for Marketing. A major factor with Dynamics 365 is that companies can use each… Continue Reading Laura Brewer’s Article on...

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Microsoft: Inspired and Empowered by their Partners
Mar13

Microsoft: Inspired and Empowered by their Partners

Microsoft Partner Network is an empowering aspect to the company for every organization to achieve more. Microsoft is a customer-first, partner-led company that puts the needs of their customers first. Working with partners to deliver the best outcomes for each organization as there is a continued evolution in the Microsoft-partner relationship. Within the next year there should be more… Continue Reading Laura Brewer’s...

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Secure your Business from the Ground up with Microsoft Azure
Mar05

Secure your Business from the Ground up with Microsoft Azure

This raises a complex question beyond passwords; how does the system know if you really are you? To prevent these kinds of attacks, Microsoft uses machine learning and other analytics to spot abnormalities in people’s behavior such as logging on from a different location or doing unusual things once in the system. Microsoft has worked to make more user-friendly systems to protect against… Continue Reading Laura Brewer’s...

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Dynamics 365 Retail is Ready for 2019, Are You?
Jan30

Dynamics 365 Retail is Ready for 2019, Are You?

Dynamics 365 for Retail  Microsoft is continuously helping modern retailers adjust to customer expectations by driving new technologies and changing target audiences. They are currently higher than ever before by altering customer demands with the tools and technology needed to create a more personalized retail experience for their customers. With tools from Dynamics 365 for Retail,… Continue Reading Laura Brewer’s Article...

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Get End-to-End Project Management Capabilities with Project Service Automation
Jan23

Get End-to-End Project Management Capabilities with Project Service Automation

What is Project Service Automation?  Microsoft Dynamics 365 Project Service Automation (PSA) delivers a cloud-based project management application that keeps each step of the project moving forward, and each employee in the working productively. PSA enables project-based organizations to deliver customer engagements’ on-time and within budget through an end-to-end solution for sales,… Continue Reading Laura Brewer’s...

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If You’re Not Using Multi-Factor Authentication, You Need to Be!
Jan17

If You’re Not Using Multi-Factor Authentication, You Need to Be!

All of this is great; however if you don’t have Multi-Factor Authentication enabled, you’re putting your systems at risk! Think about it! Microsoft Dynamics 365 – Your CRM and ERP platform, all your customer data, financials, and manufacturing data. You could be exposing your entire company to hackers. Imagine if your system admin were to be compromised? You could be… Continue Reading Josh Santiago’s Article on their...

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Meet DCG | Dynamic Consultants Group
Jan03

Meet DCG | Dynamic Consultants Group

Welcome back readers to ‘Meet DCG’! We hope you are enjoying getting to know our company and who is working behind the computers.  This month, we present to you our Chief Technical Officer, Tyler Domerese. Tyler is based out of our Chico, California office. He enjoys spending time with his family, traveling and learning about the new features within the products we use. You’ll never… Continue Reading Laura Brewer’s Article...

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Automate Time-Consuming Tasks with Microsoft Flow Online and Mobile App
Dec26

Automate Time-Consuming Tasks with Microsoft Flow Online and Mobile App

We live in a world full of technology with users who expect an “app for that.” These apps should be bug-free and help make our lives more productive. For example, imagine if end users could create automated workflows between their favorite apps and services to get notifications, synchronize files and collect data. We can now do that, and more with logical workflow engines like IFTTT (If… Continue Reading Laura Brewer’s...

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DCG Tis’ the Season | Dynamic Consultants Group
Dec24

DCG Tis’ the Season | Dynamic Consultants Group

Tis’ the season! Every year, the holiday season comes back stronger than the year before. The period from the late fall to early winter, several holidays are celebrated. It begins with Thanksgiving and ends with New Year’s Eve. Throughout this time most people gather with their family and friends to celebrate the holidays with their own traditions, which I have come to notice are all… Continue Reading Samantha Lemm’s...

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I attended Microsoft Connect as a Non-Developer. Here is What I learned.
Dec05

I attended Microsoft Connect as a Non-Developer. Here is What I learned.

Overall, I know I did not hit on every topic that was discussed because there was so much information. However, I hope this blog leaves you with developer excitement of what is to come for Azure, Visual Studio, .NET foundation, etc. As a non-developer attending this conference, I was pleasantly surprised with the amount of topics discussed throughout and what I learned. The whole… Continue Reading Laura Brewer’s Article on...

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5 Technology Trends That Will Continue Making an Impact in 2019
Nov29

5 Technology Trends That Will Continue Making an Impact in 2019

Artificial Intelligence Artificial Intelligence (AI) is already having a transformative impact in every industry from helping employees at transportation companies predict arrival times to predicting toxins in grains of food. AI is helping scientists learn how to treat cancer more effectively and farmers are figuring out how to grow more food using fewer natural resources. Arguably, AI… Continue Reading Laura Brewer’s...

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What are you Thankful for?
Nov21

What are you Thankful for?

The third Thursday every November, Thanksgiving is celebrated across the United States. Thanksgiving is a time to show expressions of gratitude. The traditional way of celebrating the holiday is by giving thanks to our friends and family by enjoying a meal together that traditionally includes a turkey – roasted, baked or fried. Other staple foods include stuffing, mashed potatoes,… Continue Reading Laura Brewer’s Article...

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Do You Need a CRM, a Marketing Automation Tool, or Both?
Nov15

Do You Need a CRM, a Marketing Automation Tool, or Both?

Microsoft Dynamics 365 for Customer Engagement (CRM) has a direct integration and out of the box functionality with Microsoft Dynamics 365 for Marketing. This is all under the umbrella of the Dynamics 365 for Business Applications Suite. Dynamics 365 for Marketing has been constructed from their partnership with Marketo, Adobe, and Click Dimensions. This allows for sentiment… Continue Reading Josh Santiago’s Article on...

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Personalize and Maintain Good Client Relationships with Dynamics 365 Customer Service Management – Dynamic Consultants Group
Jun06
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Streamline Field Service and Transform Your Business with IoT – Dynamic Consultants Group
Apr30
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GDPR Compliance: Is Your CRM System Ready?
Apr06
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10 Reasons to Hire a Dynamics 365 Consulting Team – Dynamic Consultants Group
Mar14
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Microsoft Dynamics 365 for Project Service Automation – Dynamic Consultants Group
Mar09
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How Can a ClickDimensions Landing Page Benefit Your Company? – Dynamic Consultants Group
Feb20
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What is Microsoft Dynamics 365 for Talent? – Dynamic Consultants Group
Feb07
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SAP Business One ERP Solution for Small and Midsize Businesses – Dynamic Consultants Group
Jan24
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Compelling Reasons Why Growing Businesses Need Microsoft Dynamics 365 for Operations – Dynamic Consultants Group
Jan05
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Integration Design Patterns for Dynamics 365 – Dynamic Consultants Group
Dec15
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How A Mobile Responsive CRM Portal Can Drive Business – Dynamic Consultants Group
Dec07
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By Managing Resources with Power BI – Dynamic Consultants Group
Nov14
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