How to Select a New CES
6 Tips for Selecting Your Next CES

Selecting a new Customer Engagement System (taking a shot at coining a new term since CRM is becoming passé) can be a daunting task. Between evaluating potentially new and complex technology, and dealing with the internal pressure to “get it right”, the experience can be confusing and stressful. During my...

Microsoft Dynamics 365 Custom Mapping Dyn365Pros Microsoft Dynamics 365 Partner
Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code

Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM.  In the good old days, it would take a lot of tedious code behind the scenes to get data from one record to be copied to a related record.  And I guess that’s still true except Microsoft already...

Prelude Prelude Version 2.3.2