A task flow is a new business flow process available in CRM 2016 Online. It is currently in preview so you have to enable the
Category: Dynamics 365 Features
Microsoft MVP Virtual Conference
I was pleased to have the opportunity to participate in the first ever Microsoft MVP Virtual Conference. For those of you not able to attend,
Power BI Free Preview for Microsoft Dynamics CRM
In the event you are not aware, you can obtain a preview instance of Power BI for free. When you go to the Power BI
Microsoft Dynamics CRM, SharePoint & One Note Step-by-Step Integration
With the Microsoft Dynamics CRM Spring 2015 release just around the corner, I wanted to try out the OneNote integration. The setup is amazing easily.
CRM Outlook Profile & CRM Online Trials
I wrote an article for the Microsoft MVP Award Program Blog on how to create a Microsoft Outlook profile for use with a Microsoft Dynamics CRM
What Should You Expect from an Opportunity & Quote Solution?
Does your company have a complex inventory model with product and service dependencies that have corresponding business rules, dependencies or other characteristics that are challenging