by Chris Scott | Apr 26, 2017 | Blog, Dynamics 365, Microsoft Dynamics
Celedon Partners frequently receives requests from clients interested in migrating from an existing CRM solution to Microsoft Dynamics CRM. One of the more challenging source systems to work with is Sage ACT!. This system has been around for many years making a…
by Max Petrossian | Apr 11, 2017 | Dynamics 365, Microsoft Dynamics
We’ve probably all dealt with CRM reports in the past. You know, the built-in FetchXML ones? But how many of us have dealt with a SQL report for an online CRM instance? Sometimes the client might ask for a report that is a lot more demanding than what the standard…
by Vatsana Kongtakane | Mar 30, 2017 | Blog, Dynamics 365, Microsoft Dynamics
If you haven’t noticed already, Microsoft generates a random unique name for your Dynamics 365 Online instance when it’s provisioned. In my case, my online instance “CrmTestingInstance” was given “org9e92df90” as the unique name…
by Josiah Hewitson | Feb 23, 2017 | Dynamics 365, Microsoft Dynamics
Probably one of the most fundamental reasons to connect Sitecore and Dynamics CRM is to provide the ability to track your contacts as they visit and use your site. It’s also imperative to provide custom experiences that reflect your relationship with your…
by Angela Black | Feb 14, 2017 | Dynamics 365, Microsoft Dynamics
Business Problem: Client needs to migrate their Dynamics CRM On-Premise Instance to Online. We have been tasked with bringing all their customizations to the cloud. I am currently focusing on migrating their Plugins. Error: On my first run importing their Plugins to…
by Ryan Wells | Jan 25, 2017 | Blog, Dynamics 365, Microsoft Dynamics
One of the most underutilized features in Dynamics CRM is the ability to reassign all records to another user. This can be particularly useful if your company continuously brings new users onboard, users leave the company, or has consultants constantly working on your…