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What Microsoft Dynamics 365 Can Do for Your Business

Zena Uncategorized

If you haven’t yet tried Microsoft Dynamics 365, you’ve come to the right place. Let’s go over the basics. This cloud-based platform builds and expands upon the features of Microsoft Dynamics CRM 2016 while allowing you to access and upload data anytime, anywhere. It focuses on and unites the things that matter most to your […]

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How to Customize the Theme in Microsoft Dynamics 365

zena Uncategorized

In Dynamics 365, the theme determines the colors within the platform, the icon in the upper left corner of the screen, and the tooltip that appears when you hover over this icon. In addition, the theme is easy to customize. Click the down arrow to the right of the current app name along the top […]

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How to Set Up Global Search in Microsoft Dynamics 365

zena dynamics Dynamics 365 global search microsoft dynamics Microsoft Dynamics 365 Microsoft Dynamics CRM Microsoft Dynamics CRM 2016 quickfind Search search multiple entities Uncategorized

Global Search is a feature of Microsoft Dynamics 365 that should not be overlooked. It allows you to query multiple entities simultaneously with the magnifying glass icon in the upper right corner of the screen. While out-of-the-box, Global Search is set up with default settings, customizing the entities and fields it searches to meet your […]

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Social Engagement on Microsoft Dynamics 365

The xRM Writing Team XRM Strategy

Because the name has changed, and the product has evolved, there is some confusion about the details around what is now known as “Social Engagement” and Microsoft Dynamics 365. This article aims to clear up any confusion and to also explain what can be done with this component in the context of Microsoft Dynamics 365. [...]

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Getting Started with Dynamics 365 PowerApps

The xRM Writing Team Dynamics 365 PowerApps XRM Strategy

Today, the business world relies heavily on mobile technology. We don’t just work from cubicles, offices and desktop computers; we work from subways and taxis, coffee shops, and basically anywhere that we are. We have the luxury of being able to tackle nearly any work-related task from our phones. It’s not unheard of, however, that [...]

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