Saved Views and Dashboards

One of the key benefits of using Dynamics CRM is the ability for users to create their own Views and Dashboards. Migrating these is not always as easy as it sounds, and in larger organizations it can be difficult to manage. One of the challenges is that, between deployments and post upgrade ..

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Quote Revision Migration - On Premise to D365

On Premise to Online migration should always aim to replicate exactly the source data in the new Dynamics 365 environment. This month we have perfected the technique of including the RevisionNumber field on the quote entity. This might not sound like much, but the following scenario occurs  ..

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