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Dynamics 365: To Cloud or Not to Cloud

Category: Customer Relationship Management (CRM)

While William Shakespeare did not have to deal with such a question during his time, it is a question that many companies (and probably yours, if you’re reading this) are faced with today. Within […]


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Wait…PowerBI…Inside of Dynamics 365?

Category: Customer Relationship Management (CRM), Data & Analytics

We all know and have come to love PowerBI for its excellent capabilities in surfacing and mashing up different types of data/sources. With its highly interactive and intuitive visualizations, users can quickly navigate to […]


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Visual Storytelling via CRM and Power BI: Webinar Q&A Wrap-Up

Category: Customer Relationship Management (CRM), Data & Analytics, Education

Earlier this month, as part of our Allegient Forefront Webinar Series, you may have attended our most recent webinar “Visual Storytelling via CRM and Power BI,” hosted by Jimmy Burkhart and Warren Sifre. If […]


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Importing Data with Trusty CSV Files in Dynamics 365

Category: Customer Relationship Management (CRM)

Dynamics CRM (now Dynamics 365) introduced upload templates with Excel to aid initial data migration and data management efforts. However what admins forget is you can still upload with custom CSV files too.  And […]


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CRM 2016 Solution Segmentation

Category: Customer Relationship Management (CRM)

Microsoft took a critical (and much needed) step to simplify the life of CRM configurators everywhere with the release of Dynamics CRM 2016. They have addressed one of the most popular issues of the […]


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GetClientContext Is Not Defined When Navigating Back To WebResource Html File

Category: Customer Relationship Management (CRM)

Ran into an interesting issue with chrome caching the ClientGlobalContext.js.aspx, and not providing an Xrm context to my javascript, when using the browser to navigate back to a webresource.  So just to clarify: Hit […]


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Dynamics CRM: Finding Entities Without Child Records

Category: Customer Relationship Management (CRM)

With the configuration capabilities of CRM you have many possibilities to support a design that fits your business use case.  However an item that I frequently run into is how to find entities that […]


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Dynamics CRM + Fantasy Sales Team by Microsoft

Category: Customer Relationship Management (CRM)

Normally when you think of fantasy teams and work together, productivity drain quickly comes to mind. But what if there was a way to blend the two together? All of the excitement of squaring […]


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Wanting to Use Some Graphs, Perhaps?

Category: Customer Relationship Management (CRM), Data & Analytics

Graphs are powerful communication tools. How else would you communicate the results of tens, hundreds, even thousands of datum points? The easy answer is obviously use a graph, but how much thought is put […]


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How To Fix Workplace And Resource Center Icons In CRM 2015.1

Category: Customer Relationship Management (CRM)

CRM 2015 Update 1 removed the Workplace and Resource Center from the site map.  It also replaced all the existing icons that were still in use.  By default this gives a very poor looking […]


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CRM Online 2015 Update: Auto Track CRM Records with Exchange Folders

Category: Customer Relationship Management (CRM)

One of the most utilized functionality of Microsoft Dynamics CRM is the ability to track email activities from Outlook. Take it a step further it provides even greater value to use the Set Regarding feature to […]


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Dynamics CRM Hierarchy View and Parent/Child Relationships

Category: Customer Relationship Management (CRM)

Microsoft Dynamics CRM 2015 has come out with new functionality that allows a user to look at relationships in a ‘family tree’ type of view. If you are a visual person like me who […]


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