Microsoft Dynamics 365 Field Service: Latest Dynamics 365 Field Service

I’m the Only Developer on This Project. Do I Really Need RBAC?

You own the account, wrote the application, and would be the one fixing it if something broke. So role-based access control (RBAC) can sound l...

Custom URL for Integration in Dynamics 365 | Live Technical Webinar

Clone vs. Copy vs. Duplicate Records in Dynamics 365 CRM: What’s the Difference?

Quick answer: In Dynamics 365, cloning deliberately creates a new record from an existing one, including its child records. Copying moves sele...

Walk In Already Briefed: Sales Navigator’s AI Research (Account IQ, Lead IQ, Message Assist)

The best sales call I ever walked into, I hadn’t done the homework for — my SDR had.…

Meta Cloud API vs Twilio for Dynamics 365 WhatsApp Integration

Your customers already live on WhatsApp, and your data lives in Dynamics 365. Getting the two connected comes down to one decision in the Meta...

Nonprofit Funding Uncertainty in 2026 and How Your CRM Can Help

The grant is still pending. Payroll is due Friday. Imagine a nonprofit facing that gap. A foundation has not made its renewal decision. A coun...

Re: New Card visual in reports (Generally Available)

Conditional Formatting is still not working correctly on the Callout when using Categories. It evaluates the total overall value and applies i...

Microsoft Graph PowerShell SDK V2.41 Finally Fixes Assembly Clash

The Microsoft Graph PowerShell SDK has long been plagued by assembly clashes that meant it couldn't be used in the same session as other Micro...