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CRM Online V9 Scheduling Preferred Date

Dynamics 365 Online V9 – Need to postpone the upgrade?

So for one or more reasons your organization will need to postpone as long as possible…

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TLS (Transport Layer Security) Wake Up Call

Remember when good old mom used to say to you when you were growing up…

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Voice of the Customer Architecture and CRM Org URL

While working on a project for a client this week we uncovered an issue with…

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Customer Driven Updates Date Selector

Customer Driven Updates are live for V9.x

As of today, January 15th, Customer Driven Updates (CDU) are now available to be scheduled.…

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VOC Workflow

Voice of the Customer – Distribute Non-Anonymous Surveys

Consider this scenario. You want to send out your annual survey to your top clients…

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CRM Innovation Domain Value

Time to Cash Out?

Come this Spring it will be the 10th anniversary of CRM Innovation LLC. I just…

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CRMUG Community Award

CRMUG Granite Award Volunteer Recognition

At the CRMUG Summit in Nashville this past October 2017 I received recognition for my…

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Dynamics 365 for Sales

Dynamics 365 for Sales can elevate your sales team’s performance

Want to understand how to analyze your sales team's performance using a best practice tool?…

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Dynamics 365 Documentation

Help! Where did Dynamics 365 Help go to?

The process of providing the best information for technical people, end users and power users…

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Happy Birthday Microsoft Flow

Happy Birthday Microsoft Flow

This is about as lame as it gets. Watch me lip-sync Happy Birthday to Microsoft…

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Dynamics 365 Privacy Preferences

Warnings about Javascript Errors

UPDATE: There is a fix for this. Once your system has 8.2.2.135 applied it will…

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Dynamics 365 Field Level Dependency Checker

Dependency Checker – Tracking down unexplainable field changes

Ever have something wacky happen to a field in your Dynamics 365 Customer Engagement system…

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SharePoint User Code Service Error

CRM to SharePoint Integration Stops

Right in the middle of the work day a client's integration between Dynamics 365 CRM…

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MVP Medics - CRMUG Summit 2017

MVP Medics at the CRMUG Summit 2017 Nashville

Last week I had a great time presenting, networking and sharing quality time with some…

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Voice of the Customer Surveys

Voice of the Customer Testing

Recently I was sent an invite to a Dynamics 365 Voice of the Customer driven survey.…

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CRMUG Summit 2017 Nashville

CRMUG Summit 2017

The CRMUG Summit 2017 is in Nashville next week from the 10-13th. The CRMUG Summit…

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Microsoft Dynamics 365 Online Subscription Expiration Notice

Extending your Dynamics 365 Online Subscription

If you fire up a 30 day trial just to kick the tires or you…

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Microsoft Dynamics 365 Read Only Fields Form Editor

Form Editor – What’s up with the Blue Fields

Today, while working with a budding Power User I was asked a question about the…

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Microsoft Dynamics 365 Customer Engagement Portals Source Code

Microsoft Dynamics 365 Customer Engagement Portals Source Code

Microsoft has made available the source code for their latest version of the Dynamics 365…

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Dynamics 365 Enable Change Tracking

Microsoft Flow and CRM Change Tracking Option

Microsoft Flow requires that Change Tracking is enabled to work with Dynamics 365 when looking…

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Microsoft Business Solutions MVP

Microsoft Business Solutions MVP – Year 8/9

Got my 2017-2018 rings for my Microsoft Business Solutions MVP status. Looks like I will…

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Dynamics 365 Feature Deprecation

Dynamics 365 Feature Deprecation

The following is a list of features that will be deprecated in a future release. …

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The Forrester Wave Sales Force Automation Solutions, Q2 2017

Forrester pick’s Microsoft as the leader of the Pack

Do you ever wonder if you are riding the right horse when you selected Microsoft…

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Microsoft Dynamics 365 July 2017 Release Executive Briefing

Dynamics 365 Preview Executive Briefing

Did you not have access to the 3 day Executive Briefing for Dynamics 365 held…

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