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No Code Needed: Requiring Fields when Closing an Opportunity in D365
A recent requirement came up on a project to require specific fields when marking an Opportunity as Won. The reasoning for this request is that you want your sales team to be able to quickly enter...
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D365 v9 Unified Interface Icons
If you’ve had a chance to play around with the new release of Dynamics 365 and dove into the new Unified Interface, you might’ve noticed that custom icons (whether entity or ribbon buttons) are all...
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Implementing Machine Learning in D365 – Part 2
This post is the final part of our two-part series on Implementing Machine Learning in D365. Head here to read part one if you haven’t been following along yet.In part one, we built an Azure Machine...
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Implementing Machine Learning in D365 – Part 1
Machine Learning is the latest hot topic and for many good reasons. Being able to take a manual, sometimes inaccurate data point and transforming it into an automated and consistently accurate one, has...
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Dynamics 365 Multi-Select Fields
One of the most asked for feature from our customers is “does Microsoft Dynamics CRM have multi-select fields?” Well, now we can safely answer “Yes” to that question, as the new version of D365...
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Dynamics 365 - Learning Path Authoring Guided Tasks
In a previous blog (Learning Path Authoring Basics), we introduced Learning Path Authoring and the Content Library. As stated previously, Guided Tasks are a step-by-step guide driving users through...
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Dynamics 365 - Learning Path Authoring Sidebars
In a previous blog (Learning Path Authoring Basics), we introduced Learning Path Authoring and the Content Library. As stated previously, Sidebars slide out from the right side of the application, and...
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Dynamics 365 - Learning Path Authoring Basics
With the release of Dynamics 365, Microsoft has added new authoring capabilities to the previously released Learning Path feature. Additionally, head over to the CRM Roadmap site, or the CRM What’s...
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Power BI Online Integration with Dynamics CRM On-Premise
Today's blog post was written by Hayden Thomas, Associate Developer at Sonoma Partners.Integrating Power BI online with Dynamics CRM On-Premise is not currently supported natively. Recently we had a...
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Dynamics 365–Email Engagement
Continuing with our posts regarding the release of Dynamics 365, next up is the new Email Engagement functionality Microsoft has added to the core product. Additionally, head over to the CRM Roadmap...
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Enabling Configurable Plugin Trace Levels
As we mentioned last spring, Dynamics 365 now supports tracing messages from plugins without requiring an error to be thrown. However as plugins become more complex, we often find ourselves wishing...
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Integrating MDR education and school data with your Salesforce.com deployment
Sonoma Partners works with multiple customers in the education industry, and they frequently ask us about integrating MDR's school data with their CRM system. If you're not familiar with MDR, they...
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Dynamics 365 – Updates to Business Rules and Actions
Continuing with our posts regarding the recent release of Dynamics 365, next up are the changes Microsoft has added to Business Rules Workflow Actions. Additionally, head over to the CRM Roadmap...
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Dynamics 365 – Updates to Business Process Flows
Continuing with our posts regarding the recent release of Dynamics 365, next up are the changes Microsoft has added to Business Process Flows. Additionally, head over to the CRM Roadmap site, or the...
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Dynamics 365 – Visual Process Designer
Continuing with our posts regarding the recent release of Dynamics 365, next up is discussing the new Visual Process Designer. Additionally, head over to the CRM Roadmap site, or the CRM What’s New...
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Microsoft Flow, PowerApps, Common Data Model, as they relate to Dynamics CRM
Today's blog post was written by Brendan Landers, VP of Consulting at Sonoma Partners.Microsoft has released a number of new tools recently that are very interesting but have left a number of us...
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Fiddler is Your Data Migration Companion
Today's blog post was written by Keith Mescha, Principal Architect at Sonoma Partners.Here at Sonoma, we are a big fan of KingswaySoft’s tools for data migration to Dynamics 365 and Salesforce. We use...
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Extending the Dynamics 365 Editable Grid
Recently we blogged about the functionality of the new editable grid in the Dynamics 365 release. One thing we pointed out in the post is that the editable grid doesn’t respect read-only fields on the...
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Dynamics 365 Editable Grids
As with any release, the recent release of Dynamics 365 has introduced a bunch of new features. Head over to the CRM Roadmap site, or the CRM What’s New site to see first hand the features that have...
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Metablast Updates
With the changes in Dynamics 365 and the introduction of AppSource as a way to showcase apps, it was time for Metablast to make a few changes. We are happy to announce that we have launched a Managed...
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