Herb Johnson
Herb Johnson is a Senior Consultant at Stoneridge Software on the Dynamics CRM team. With 10 years of experience, Herb's specialties include installs, upgrades, configurations, and customizations. Prior to joining Stoneridge Software, he was a consultant for Professional Advantage.
Herb holds multiple certifications in Dynamics CRM and ClickDimensions.
by Herb Johnson | Jun 23, 2020 | Business Intelligence, Power Platform
Another tool in Microsoft’s arsenal is AI Builder. Microsoft’s Power Platform Artificial Intelligence Builder is a tool you can use for predicting results. There are many models that can be used here to automate the process of putting user data into your system....
by Herb Johnson | Jun 12, 2020 | Dynamics CRM
My favorite tool for use with Dynamics 365 Customer Engagement and CDS is XrmToolBox. It is a framework for tools that connect to D365 CE or CDS. Tools are developed and incorporated into XrmtoolBox by anyone who is interested. These tools are used by System...
by Herb Johnson | May 13, 2020 | Dynamics CRM, Power Platform
Microsoft recently added and new field type to the common data service. The name is “File”. The “File” field type in CDS is used to store a file related to the current record in the entity. Can be used on customer or out of the box entities. I stopped at...
by Herb Johnson | Oct 3, 2019 | Dynamics CRM
Today I’m going to share some of the items that need to be considered for an on-premise upgrade to D365 Customer Engagement v9. Not all items will apply to all instances, but below is a list that you should review prior to beginning your upgrade. 1. Supporting...
by Herb Johnson | May 30, 2019 | Dynamics CRM
Are you using the many helpful tools in Dynamics 365 Customer Engagement? I’ve found that many users rarely take advantage of the handy icons that are in plain sight – right at the top of CRM. If not, I’ll tell you more about them, so you can be more productive and...
