Some days a request comes along for a view that goes beyond what the advanced find can generate.  Some examples are Aggregates, Left Outer Joins, or you simply might be joining entities in a way to display data that the Advanced Find doesn’t allow.  (Example:  Opportunity Line à Opportunity à Account.  We cannot display a […]

Occasionally, a support case comes across my desk that brings me to something new.  Recently I had a support case that introduced me to creating rollup fields based on “Indirectly Related Activities.”  The customer wanted to track the latest appointment activity date related to an Account.  They wanted to include any appointment related to the […]

Are you registered for Dynamic Communities’ User Group Summit 2018 in Phoenix? Summit is the ultimate in-person learning experience for Microsoft Dynamics end users. The event includes sessions and activities covering the entire Microsoft Dynamics suite of products. Topics are also organized by educational tracks such as Finance, Manufacturing and Supply Chain Management as well […]

One question I receive on a regular basis since Microsoft introduced workflow processes to CRM is how can they be monitored by a CRM admin or a general end-user? Let’s be honest. Sometimes end users and admins are asked to run “on demand” workflows where they find and select the workflow and wonder if it […]

Reaching a new milestone, Stoneridge Software has achieved Gold Partner status for Cloud Customer Relationship Management (CRM). A Microsoft designation like Gold Cloud CRM partner demonstrates a specific, proven skill set and is earned by undergoing rigorous requirements. Only companies demonstrating exceptional performance are able to qualify in a variety of pre-set criteria, such as […]

  Imagine you’re driving down a multi-lane freeway; the traffic is flowing smoothly, no headaches or primal screams as you’re flying around. You, though…you’re from Germany! You’re used to the openness and speed of the Autobahn! Unfortunately, your speedy habits mess up the flow of traffic for everyone, as cautious drivers start slowing down because […]

The highly anticipated Dynamics 365 Marketing App is coming out of preview into the real world on April 2. Pricing isn’t listed on Microsoft’s website yet but it’s out and it’s a lot different than other functionality in Dynamics 365. Generally, Dynamics 365 pricing is a per user for access to certain functionality like Project […]

Modifications, code fixes and configuration changes to production systems are a necessity on a software implementation project. A formal testing procedure is recommended when major changes are made, but sometimes testing is minimized for smaller changes. Unfortunately, small changes can also lead to system outages and user frustration if not properly vetted or if key […]

Much of the typical user interface received a facelift when Microsoft released Dynamics 365 (CRM) version 9 in 2017. In this version of the Dynamics 365 CRM product, the use of white space was minimized in order to address one of the more common objections to the UI. Users have been generally pleased with the […]

The portal in Dynamics 365 for Sales (Dynamics CRM) can be used to allow access to Dynamics 365 data for users outside of your organization, such as your customers or partners. You have the ability to choose which of the views are shown on the portal, but when those views contain columns from a related […]