by Warren Butler | Nov 7, 2024 | Advice, Insights, Security
Imagine a critical process grinding to a halt because of an overlooked detail. If your client secrets in Microsoft Dynamics 365 expire, that could be the reality. These digital keys support API integrations with ERP applications and external data services, keeping... 
by Warren Butler | Oct 17, 2024 | Dynamics Features, Insights, Power Platform, What's new?
Dynamics 365 and Power Apps grid views now include additional colours with columns highlighting option set values. For example, the Status and Status Reason columns in the cases grid below are formatted with colours for each option value. Several clients have asked us... 
by Warren Butler | Oct 11, 2024 | Advice, CRM, Insights
Did you know that at least a third of CRM projects fail to meet their goals? User resistance often creates the main barrier, with manual data entry presenting a significant hurdle for users. The key to successful digital adoption lies in understanding that it’s... 
by Warren Butler | Oct 10, 2024 | Dynamics Features, Insights, What's new?
Microsoft has made an important change to the feature release frequency for model-driven apps, including Dynamics 365. Previously, many new and updated features were released in twice-yearly (semi-annual) update waves. A new monthly channel now delivers generally... 
by Warren Butler | Sep 23, 2024 | D365 Sales, Dynamics Features, Insights
Tracking SIC company codes in Microsoft Dynamics 365 improves segmentation and analysis, which can help you identify opportunities, evaluate risks, and enable granular reporting. However, managing UK Standard Industrial Classification (SIC) codes presents several...