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Microsoft Dynamics CRM

Dynamics 365: Get your SSRS Custom Reports Working Again after the Regional Discovery Service Retirement

By Microsoft Dynamics CRM No Comments

Very recently, Microsoft retired the regional discovery service .  This broke my connection to all of my custom SSRS reports in Visual Studio–I started getting authentication errors for each report.  What a pain!  So, if you start getting authentication errors in Visual Studio, but you know the credentials are correct, try this. (Kudos to Kelsey @ The Marks Group for this fix) Read More

Dynamics 365: Recover Deleted Records with XRM Toolbox

By Microsoft Dynamics CRM No Comments

If you’re stumbling across this blog because you accidentally deleted a record in Dynamics, you are in luck! There is a way to recover it, but requires auditing to have been enabled for the entity.  It’s not possible to do out-of-the-box, but with the help of XRM Toolbox, it’s easy to recover the record.  Please note, this method requires administrator privileges. XRM Toolbox is an absolute must-have for Dynamics administrators.  The tools available are incredibly useful and most importantly, free.  One tool that recently came in handy for me (to say the least) is the “Recycling bin” tool–it can recover deleted records in Dynamics as long as auditing is enabled.   I’ll walk through using this tool below.

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Dynamics 365: Filter the Entities Shown in the PowerApps Designer

By Microsoft Dynamics CRM No Comments

The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read More

Dynamics 365: Set App URL

By Microsoft Dynamics CRM No Comments

Microsoft recently deprecated the home.dynamics.com page, moving all Dynamics apps to the Office portal.  I’ve found that many users prefer to just use a bookmark or type in the URL directly, however.   To be sure users are using the correct Dynamics app, you can provide them with the direct app url, which you can set to be more user-friendly. Read More

Zoho vs. Dynamics 365: The Pros and Cons – Part 2

By General, Microsoft Dynamics CRM, Zoho CRM No Comments

This essay is a continuation of a blog I wrote that compares Zoho with Microsoft Dynamics 365. Both parts are written by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products.   So is Dynamics better than Zoho? Is Zoho better than Dynamics?  We’ve already looked at Zoho in Part 1. So now here are the pros and cons of Microsoft Dynamics 365, based on our experience as partners. Read More

Zoho vs. Dynamics 365 : The Pros and Cons – Part 1

By CRM, Microsoft Dynamics CRM, Zoho CRM No Comments

This essay looks at  Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products.  So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.

Let’s start with Zoho. Read More