We’re Sorry, Something Went Wrong When Adding Dynamics 365 App for Outlook
Oct04

We’re Sorry, Something Went Wrong When Adding Dynamics 365 App for Outlook

When working on something new in Dynamics 365 Customer Engagement, from here on out known as Dynamics 365, I always recommend not cowboying it (doing updates in production without considering the ramification that could be caused by your actions). Much better to use your test instance or if you don’t have one, spin up a demo organization. So when we wanted to test the Dynamics 365 App for… Continue Reading Paige Cassada’s...

Read More
Currency Field Missing
Jul26

Currency Field Missing

Recently I was working with a client, MD, and we wanted to set up a rollup that took the currency values from some custom product lines and rolled them up to total on a custom entity. Sure, seems straight forward. And it is right in the rollup field sweet spot. We created the Total field, set the data type to currency and field type to rollup. Clicked the Edit button and added the related… Continue Reading Paige Cassada’s...

Read More
Lead Qualification without Opportunity Creation
Jul24

Lead Qualification without Opportunity Creation

Qualifying a lead is a process. Is there a fit? Are the parties ready? These are two dimensions that have to be evaluated on both sides, for the group that wants to buy and the group that wants to sell.  Dynamics 365 Customer Engagement, also known as Dynamics CRM, has its out of the box lead qualification process assume that a qualified lead is a ready lead, however this is not always… Continue Reading Paige Cassada’s...

Read More