Microsoft Dynamics CRM

How to Get People to “Really” Use Dynamics 365 for Sales / CRM

Posted by Jen Bieker on May 30, 2017

User adoption of any new system can be painful – and that’s true for Dynamics CRM too, now called Dynamics 365.  However, with Learning Paths, Microsoft has taken what was once a clunky, disjointed experience and make it slap-you-in-the-face simple.   What is it? Microsoft Dynamics Learning…

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Error Creating New SQL User - The Server Principal Already Exists

Posted by Tiffany Bennett, Senior Consultant on May 24, 2017

You are trying to create a new SQL user, and you receive the following message, “the server principal ‘xxxx’ already exists’ as below: Ok, maybe that user already exists.  You search SQL Management Studio, but cannot find the user associated with any databases or under…

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Breaking Changes in Major Web Browsers / Web Hosts

Posted by Jeff Williams, Dev Team Mgr on May 8, 2017

If you suddenly started having issues with websites (corporate/intranet/other) and/or have integration systems that have stopped working, read on as these issues might be the cause.   Let us know if you need assistance, email us at and one of our experts can…

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Locking in SQL Server

Posted by David Gigear, Senior Consultant on May 4, 2017

Locking is a part of every SQL Server database.  It’s critical functionality and without it, we could not have multiple people working in the same database, at the same time.  It ensures data integrity, but can also cause some errors.   Example: I was assisting a…

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Time Saving Keyboard Shortcuts

Posted by Jen Bieker on March 27, 2017

Why do people use keyboard shortcuts?  I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing.  I always had a hard time answering that question, but over the years, I've found myself using more…

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Business Rules Recommendations in Dynamics 365 / CRM

Posted by Brenda Senger on March 22, 2017

There’s a great new feature added into the new designer for business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365.  It’s called recommendations.  What are recommendations? Recommendations allow you to provide a recommendation to users on how to fill out a field. You can set…

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Dynamics CRM New Visual Designer for Business Rules

Posted by Brenda Senger on March 22, 2017

This made my week!  I’m a visual person and creating business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365 has just become my new favorite thing.  I used to dread doing this, but with the new improved business rules interface, it’s fundamentally the same thing,…

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Remove Duplicate Contacts in Dynamics CRM – Merge Feature

Posted by Jen Bieker on February 26, 2017

If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them.  All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different…

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Microsoft Dynamics 365 (CRM Online) Portal Functionality

Posted by Christian Hurley on February 9, 2017

Create a 24/7 communication experience for your customers easily and without any development costs - the Dynamics 365 portal. Now available for Dynamics CRM online clients, you can quickly create portals for: Customers Employees Communities Partners Why create a customer portal? Everyone is doing it now days.  You visit any big…

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Setting up a Custom Email Signature in Dynamics CRM 2016

Posted by Brenda Senger on February 2, 2017

We’ve been waiting for this feature.  It’s a customer request.  Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM.  Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings …

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