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Search Results for “dynamics 365(45)

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  • Blog Post

    Dynamics 365: Navigating Between Forms Using JavaScript

    In Dynamics 365, it is common to extend the application's capabilities to perform specific actions based on complex business logic. The most common way to do this is by utilizing JavaScript Functions in a web resource file. Let us look at how we can develop custom JavaScript code to navigate between different forms in Dynamics 365…   Read more »

  • Resource

    Optimizing Microsoft Dynamics 365

    Are you getting the most out of Microsoft Dynamics 365? Microsoft Dynamics 365 is a powerful solution that continues to help organizations achieve their business goals and plan for future developments. Once your organization is up and running on Microsoft Dynamics 365, how do you know if you're getting the most out of your solution? Click…   Read more »

  • Blog Post

    Using DocuSign Checkbox Merge Fields in Dynamics 365

    To benefit the most from this post, you should understand the following concepts: Dynamics CRM Workflows DocuSign Integration with Dynamics CRM DocuSign merge fields and merge-back The Problem I recently experimented with integrating DocuSign with Dynamics 365 -- specifically, the merging of data into a DocuSign form and then writing the data back into Dynamics. After reading…   Read more »

  • Blog Post

    NFLPA Scores a Big Win With Dynamics 365

    AIS' work with the NFL Players Association (NFLPA) was showcased as a Microsoft Featured Case Study. This customer success story was our most recent project with NFLPA, as they've sought our help to modernize multiple IT systems and applications over the years. We were proud to tackle the latest challenge: Creating a single, shared player…   Read more »

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    Dynamics 365 Application Development

    Transform Your Business with Dynamics 365 Solutions Is your business still mired in paper-based processes? Are important details about sales deals, customer relationships, and contracts squirreled away on individual employee computers where no one can find them? Are you paying a lot of money for a customer relationship management (CRM) system that no one uses? Then it’s…   Read more »

  • Blog Post

    Wildcard Lookup Implementation in Microsoft Power Apps and Dynamics

    Executive Summary This blog post is for Power Apps developers as well as end-users that are looking for a wildcard-like solution for Lookup controls in Microsoft Power App and Dynamics. It begins by describing the problem that a client had with finding records where only part of the name was known. Next, it covers the workarounds…   Read more »

  • Blog Post

    HOW TO: Create an Exact Age Field in Microsoft Power Apps and Dynamics

    I recently encountered an issue when trying to create an Exact Age column for a contact in Microsoft Dynamics CRM. There were several solutions available on the internet, but none of them was a good match for my specific situation. Some ideas I explored included: Creating a calculated field using the formula DiffInDays(DOB, Now()) /…   Read more »

  • Blog Post

    Microsoft Dynamics CRM 2013 Online and Yammer Integration

    Many organizations are utilizing both CRM 2013 Online and Yammer Enterprise. For those that are, or are planing to in the future, here is a quick guide on getting these two products integrated. Before you get started, here are a few things to keep in mind. (more…)…   Read more »

  • Blog Post

    A Cloud Solution for Microsoft Dynamics CRM 2011 Online

    I just finished working on a proof of concept using Microsoft Dynamics CRM 2011. The application needed to support the activities of a crime investigation unit in the government. As a devoted Lennie Briscoe fan, I felt I knew my way around a crime scene...but what I didn’t know was CRM. As it turned out, it didn’t…   Read more »

  • Blog Post

    Triggering a Flow with a PCF Control in the Power Platform

    Assumptions Visual Studio Code is installed Dynamics 365 (Try for free) or Power App Model Driven App is available Overview One of the challenges I had when learning Dynamics 365 / Power Platform development was how to add custom functionality to the User Interface. The .NET developer in me was frustrated when I wanted to add a…   Read more »