The Best Tools to Migrate Configuration Data to Dynamics 365
Configuration data is used to define custom functionality in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and is typically
September 13, 2020
Tag: CRM
Issues to Lookout for When Moving or Upgrading Scribe
Recently during a client’s Microsoft Dynamics CRM & Dynamics GP systems upgrade, KTL Solutions also had to upgrade Scribe, move the application server, and move
August 1, 2017
How to Create a Flow with Dynamics 365
Today I would like us to go through a “How To” of creating a flow with Dynamics 365. If you have purchased a license for
July 19, 2017
Dynamics 365 July Update: Improved User Interface
The most requested fix in the last four iterations of Dynamics CRM has been to resolve the fading field labels on the web User Interface.
July 18, 2017
Upgrading from CRM2013 to 2016: Can’t Find Your Navigation Entities?
As well-prepared consultants, we recently performed a test upgrade from CRM 2013 to CRM 2016 to see what conflicts might come up. One of the
June 22, 2017
How To Modify Custom Security Roles After Upgrading to CRM 2016
As a standard practice, whenever I set up a new CRM organization I don’t modify the out-of-box configuration of Security Roles. Instead, I make a
June 21, 2017
Learn About CRM Project Service Automation
Join KTL Solutions on Tuesday, July 25 from 10AM to 11AM as one of our CRM Consultants, Scott Florance, dives deep into a demo on
June 6, 2017
What to Look Forward to with Dynamics 365 in 2017!
Dynamics 365 was released in the last six months, and Microsoft is already working on enhancements and new features coming to Dynamics 365 (CRM). Besides
May 10, 2017
How to Reassign Personal Views in CRM
I’m sure it has happened to all of us. A CRM user has left the company, and they created a personal dashboard that either needs
May 3, 2017
Your Guide to Power BI Blogs, Training, & Learning Resources
During a recent CRMUG presentation for the Washington, DC on Power BI, the audience liked the helpful resource links I provided at the end of
April 24, 2017
