Blog
Introduction In the first part of this series - “Team Membership Nightmare in Dynamics 365: A Financial Services Case Study”, we explored why team membership management becomes so complex in…
Sandip Paul
·
Feb 11, 2026
Blog
When Ownership and Access Don’t Match In financial services sales, ownership is sacred. The primary relationship owner gets the credit. They manage the account. They own the data.…
Sandip Paul
·
Feb 9, 2026
Blog
Introduction Dynamics 365 doesn't offer native recipient-based email blocking. We built a configurable plugin that blocks emails based on flexible rules (competitors, compliance, internal-only, etc.) with server-side enforcement…
Sandip Paul
·
Jan 6, 2026
Blog
Introduction: The Dynamics 365 and industry clouds release plan for the 2022 release wave 2 describes new features releasing from October 2022 through March 2023. The 2022 release…
Krishna And Jackie
·
Sep 7, 2022
Blog
Introduction: The 2022 release Microsoft Dynamics 365 Release Wave 1 introduces innovations with important capabilities that help you in your business transformation. The release contains many new features across…
Krishna Shahapur
·
Jun 30, 2022
Blog
Introduction: The myriad benefits of the Microsoft Dynamics 365 suite of tools are well known. What started as a simple database solution less than one and half decades…
Walt De Petris
·
May 26, 2022
Blog
Introduction: You may have heard of something called the ‘Metaverse,’ which is an effort by technologists to bring social media, online gaming, and other digital properties under a…
Walt De Petris
·
Feb 14, 2022
Blog
With the ever-increasing requirements of Data movement from On-Premises to Online Platforms and data scaling to larger quantities, we need the best solutions to provide seamless migration success.…
Roopa N
·
Feb 9, 2021
Blog
There are many new features added in Dynamics 365 2020 release. One of those is being able to open forms (Entity Record, Entity List or HTML Web resource)…
Gayathri Selvamani
·
Jun 16, 2020
Blog
If you want to access a large set of data from Dynamics 365 (online) CRM, the usual way is to either use the API’s provided by Microsoft or…
Tinu Nelson
·
Mar 12, 2019
Blog
While working on the recent project, we came across the requirement of maintaining customer invoice (different types – Retail, Transportation, Storage etc.) distribution email list outside of AX…
Sandip Paul
·
Jan 22, 2019
Blog
In this post, we will be using the Dynamics 365 for Finance & Operations (AX)’s OData interface to integrate it with Dynamics CRM. Please refer my previous post…
Tinu Nelson
·
Oct 30, 2018
