Below are the steps for how to set up an entity through portal security in Dynamics 365 CRM to be used by the Liquid Template. Setting up an Entity is a two-step process Step 1 – Entity permissions: Set up the Entity Permissions for the entity we would like to retrieve. In this example, I […]

The Dynamics 365 (CRM) portal has many features that are extremely valuable that fly a little (or completely) under the radar. One of those valuable features that I have been working with recently is a feature called liquid templates, which is used to write FetchXML to reach back into my CRM online instance and obtain […]

The digital revolution is transforming businesses in nearly every business sector, including the construction industry. Construction companies can benefit greatly by centralizing information and connecting their people, projects, and data with modern technology. Implement a unified business management system and improve the quality of work life for your employees, contractors, and customers—while controlling costs and […]

It’s no secret the construction industry is one of the least digitized sectors. According to a report by the global management consulting firm McKinsey & Company, out of 22 industries, construction ranks second to last for digital adoption. For a sector where cost and schedule overruns are rampant and profitability can fluctuate, can you afford not to […]

When choosing a CRM, it’s important to find a system robust enough to handle complex data sets, custom entities, and integrations. But it’s also important to consider the needs of end users, many of whom are out in the field and need to access and enter CRM data quickly from mobile devices. How do CRMs […]

What is Relevance Search in Dynamics 365 for Sales (CRM)? Relevance Search is a fast and comprehensive search that allows you to search multiple entities. The results are then returned to you based on relevance. It uses a dedicated search service external to Microsoft Dynamics 365 powered by Microsoft Azure to boost Dynamics 365 search […]

We had an issue where random emails that we tried to track would not show up in Dynamics 365 CRM Online. This was not limited to a single user mailbox it could also happen with a queue. Throughout any given day, we could see 80% of the emails that should be tracked in CRM. Our […]

Stoneridge Connect 2017, an annual conference hosted for clients, will take place at the Minneapolis Marriott West on Thursday, April 27. We’re pleased to host a variety of topics and session tracks covering Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV and Microsoft Dynamics CRM. Our consultants are excited to share their knowledge and […]

As a testament to continued growth in technology offerings and commitment to long-term client relationships, Stoneridge Software has earned the Microsoft Silver Customer Relationship Management (CRM) competency. A Microsoft designation like Silver Cloud CRM partner demonstrates a specific, proven skill set and is earned by undergoing rigorous requirements. Only companies demonstrating exceptional performance are able […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. A lot has happened since the original announcement […]