Dynamics 365 Apps

Articles about features of Dynamics 365 apps from Microsoft

Phone and Tablet Clients

Phone App A phone app was first released CRM in version 2013. It was updated for the Online 2015 Update 1 release. The same app can be used for CRM 2013 and 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online. Th app is available for Windows, Android and Apple phones. Tablet App …

Phone and Tablet Clients Read More »

Microsoft Dynamics Products

Microsoft Dynamics CRM – Online Product Pricing Notes User Subscription License (USL) Minimum purchase of five CRM Professional USLs is required for new subscribers Enterprise $200 per user/month Also includes: Parature Enterprise Microsoft Dynamics Marketing Enterprise Professional $65 per user/month   Basic $30 per user/month   Essential $15 per user/month   Microsoft Dynamics CRM non-production …

Microsoft Dynamics Products Read More »


Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM. Prior to Yammer, Activity Feeds was provided for CRM as a way to follow records. Activity Feeds is still available. Integrating Yammer with CRM is optional but integration replaces Activity Feeds. An enterprise edition of Yammer is required …

Yammer Read More »

Qualifying Leads in CRM 2013

Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has changed from CRM 2011.

Charts and Currency Fields

When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency field works when there is a mix of records that use different currencies. Does it use the base currency? My first reaction was that CRM uses the base currency to display the chart and money …

Charts and Currency Fields Read More »

A new book on Microsoft Dynamics CRM report writing

Fellow MVP, Damian Sinay, has published a book on report writing for Dynamics CRM. Writing reports for Microsoft Dynamics CRM is an area that needs more coverage and I was particularly pleased to see the publication of Microsoft Dynamics CRM 2011 Reporting from PACKT Publishing. You can find the book at http://www.packtpub.com/microsoft-dynamics-crm-2011-reporting/book where there is …

A new book on Microsoft Dynamics CRM report writing Read More »

Product Quantities

When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities? There are two settings to consider: At the product level, the field Decimals Supported specifies the number of …

Product Quantities Read More »

Quote and Quote Product fields

Quote Product fields Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record. Display Name Name (for SQL Querying) Determined Notes Price Per Unit priceperunit Manually entered or determined from the catalog   Volume Discount volumediscountamount Calculated …

Quote and Quote Product fields Read More »