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Reassign All Records to Another User in Dynamics

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…

Is Dynamics CRMs ‘Export to Excel’ Opening a Blank File?

by Ryan Wells | Aug 26, 2016 | Blog, Microsoft Dynamics

A few weeks ago, we began to notice an increasing number of issues exporting data to Excel on a variety of Dynamics CRM platforms, ranging from Dynamics 2011 to 2015. One of our clients was attempting to export their data to Excel, like they have done countless times,…

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