When is the Right Time for Businesses to Invest in a Dynamics 365 Portal?

Where there are other financial* and IT** considerations which may impact the decision, there are 2 main situations which can be used to identify if the Organization is ready for/ needs a Portal.    1) When Dynamics data/ documents need to be regularly be viewed/ shared with external users – customers or partners.   Client and partner […]

Dynamics 365 Portal – A Quick Introduction Before Our Journey

The Background  The Microsoft Dynamics 365 Portal was formerly known as ADX Studio Portal. The Canada-based Adxstudio team had been building self-service web portals for customer relationship management software since 1998.  Back then, it was an asp.net web site which surfaced the Organization Dynamics CRM data – online or On-premise. It could be hosted on any […]

Microsoft PSA License Changes

Dynamics PSA has seen an enormous adoption and development in the past 2-3 years when it was launched. With some major releases integrating the app with the CDN services and releasing impressive UI changes, PSA has hit some high points with an adoption  While PSA as a stand-alone SKU, provides an end-to-end project management solution, […]

Invoice Like A Champ And Get Paid Faster

You’ve finished dinner at a restaurant and the waiter asks whether you would like anything more. You say “no, everything was perfect” and he says “Great!”.  It’s been 10 minutes and there is no bill in sight. The waiters, servers are too busy with the other tables, but you manage to get the attention of […]

Steps to enable Multi-Language for Portal

1) Enable the required language on the Dynamics CRM instance The user would need to have ‘System Customizer’ OR ‘System Administrator’ role to perform the action below Go to Settings -> Administration -> Languages Select the desired language to be installed and hit the ‘Apply’ button In the screenshot below ‘Spanish’ language has been enabled. […]

Microsoft CSP Pain Points Lead Partner To Develop Partner-Facing Solution

Recent press coverage and article from Scott Bekker at Redmond channel partner details a conversation with Ismail Nalwala and the value of Work 365 as a solution for CSP partners. Whether you are direct or indirect Work 365 can help partners run an efficient cloud business as described by Rosalyn Arntzen from Amaxra. Click on the link to view […]