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Taking your lookup filtering to the next level within Microsoft Dynamics 365 CRM

Reading time: 4 - 7 minutes

A how-to guide on adding custom filtering to a lookup on a field by taking it to the next level and adding a dynamically created view.

Explore the exciting new features for Microsoft Dynamics 365 Sales, Marketing & Customer Service in the Wave 1 2022 Release Plan!

Reading time: 2 - 3 minutes

The Wave 1 Release Plan for 2022 has been announced for Microsoft Dynamics 365 Sales, Marketing & Customer Service (aka Dynamics CRM) & the Power Platform and there’s lots to discover! In the latest episode of Tecman Talks Dynamics, Liam and special guest Jason, discuss the brand-new features as well as how you can take advantage of the increasingly intertwined Microsoft Power Platform.

Accurate data directly from Companies House UK API, Canvas App and Microsoft Dynamics 365 CRM

Reading time: 2 - 4 minutes

How to easily update company information in Microsoft Dynamics 365 CRM with accurate information pulled directly from Companies House UK and Canvas App.

The madness with decimal places for Power Automate

Reading time: 4 - 7 minutes

Resolving the issues within Power Automate when it comes to decimal points and formatting correctly so it can talk to Microsoft Dynamics 365 CRM.

How Web Roles can significantly enhance your Power Apps portal usability

Reading time: 2 - 4 minutes

Everything from using Web Roles to improve user experience, right through to how you create them, add a Web Page Access Control Rule, and even utilise them to show users content that really matters; it's all here in this blog post.

Integrated Teams Chat comes to Microsoft Dynamics 365 for Sales & Service

Reading time: 2 - 4 minutes

A 'how-to' guide with step-by-step instructions on how you can easily integrate your Microsoft Teams with your Microsoft Dynamics 365 Sales & Service.

An introduction to Microsoft Dynamics 365 CRM and how it compares AND compliments Dynamics 365 Business Central

Reading time: 1 - 2 minutes

Is Microsoft Dynamics 365 CRM for you? How does it compare to the CRM functionality within Business Central, and does it work with or against your current system? Let’s find out.