Dynamics CRM Version Snapshots
Here is how each of the user interfaces of the different Dynamics CRM versions look. Dynamics CRM 2011 A distinguishing factor here…
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Practical guides, tutorials, and insights on AI, agents, Microsoft technologies, enterprise applications, and communication.
Workflow Wait Conditions in Dynamics 365
Dynamics 365 workflows can have wait conditions. For example, if you want to send a follow up email after a record has…
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Real-Time vs Background Workflows in Dynamics 365
Dynamics 365 has workflows that can run either in real-time or in the background. When you create a workflow, you will be…
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Connecting Dynamics 365 to Yammer
Dynamics 365 and Yammer have built in integration. To turn on this integration, in Dynamics 365, go to Settings->Administration and select Yammer…
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Entity Relationships in Dynamics 365
When creating relationships between entities in Dynamics 365, you can decide how the entities are related together and additional rules. We will…
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Debug a Plugin – Persist to Entity
There may be instances where you are debugging a plugin in Dynamics 365 and when you run the profiler, it produces the…
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Visual Studio – Change and Install Color Theme
Visual Studio comes with different color themes. When opening Visual Studio for the first time, you may see a theme something like…
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USD – CopyToClipboard Action
The CopyToClipboard action in USD allows data to be copied to the user’s clipboard. As an example, we will create an event…
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Visual Studio Code Introduction
Visual Studio Code is a lightweight tool from Microsoft used for software development. It is fast, cross-platform and supports intellisense and debugging.…
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Dynamics 365 Auto Numbering
Auto-numbering is a feature in Dynamics 365 for certain entities in the system. These include: Contracts Cases Articles Quotes Orders Invoices Campaigns…
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USD – Create a New Session from a Toolbar Button
In this post, we will look at how to create a new USD session from a button in the toolbar. In USD…
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Sales Pipeline in Dynamics 365
The sales pipeline involves qualifying leads until new customers buy products. Companies have different interpretations of what it means to qualify a…
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