Have you ever been asked to add an additional field or fields to an excel template that you’ve spent time creating calculations, pivot tables and charts for? You would have found that one of the limitations of excel templates is that you can’t change the uploaded document via UI. You may have found
Read the full article hereI recently was asked “What should we do with records owned by someone leaving the team?” If the records can’t be re-assigned to the person taking over the leaving team member’s role, there is the option to have them owned by the team until they can be reassigned. But to do this don’t forget:1. The t
Read the full article hereDocumentsCorePack is an add-on for document generation and management based on Dynamics 365 data. It uses XML like the out of the box Word Templates but has more functionality such as combining with workflows to produce documents automatically, sending documents via email automatically, produc
Read the full article hereI recently watched a webinar from the IIBA (International Institute of Business Analysis) called Elicitation without Alienation. The webinar was presented by Francine Wolfe, Sr. Business Analysis Consultant. The topic was chosen as BA’s (business analysts) are often perceived negatively - they are n
Read the full article hereI recently needed to create an Excel template for a customer. My scenario:The template was to be based on appointments that were ‘Regarding’ a specific record type . It needs to group the time spent on each of the appointments based on a value from the regarding record.Customer has Microsoft D
Read the full article hereI had one of our Non-profit customers contact me recently. They had received the 80% storage warning message about their CRM and wanted to buy Additional Storage. Not understanding what the issue was, I sent them through the instructions on the steps involved via the Office 365 admin centre. B
Read the full article hereI recently had to set up team ownership in Dynamics CRM for 1600 Accounts across 40+ Teams. Because of these large numbers, I decided to use the out-of-the-box Import Wizard to speed up the process. I started with the data import template available for the Team entity and entered the informati
Read the full article hereA couple of weeks ago I went on CRM-Project training course. I was doing the training for a couple of reasons: 1. We use CRM-Project and we wanted to make sure we were getting the most out of it 2. We were planning to start selling CRM-Project and wanted to make sure we would be givi
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