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 | Updated August 14, 2020 | Dynamics CRM
Recently, I set up D365 V9 on-premise server-side sync with Exchange Online. I ran into some tricky areas in the process. I am going to document them here. My goal is to help you have a smoother experience. Oh, and so I have it documented for the next time I need it....
by Herb Johnson | Updated August 7, 2020 | Dynamics CRM
There are a couple of ways to build a portal in D365 CE. I was going to go into detail about the differences between the two, but I changed my mind. I will give a quick overview instead. The first is via the Dynamics 365 Administration Center. The second is done at...
by Herb Johnson | Updated August 1, 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 | Updated June 1, 2021 | 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 | Updated May 14, 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...
