Resources, Reviews & Tips

Advice and guidance, news and updates, videos and how-to guides.

Categories

Resource Mailing List

Woman sharing her PC screen with colleagues to show D65 Customer Engagement

D365 Customer Engagement 2021 Key Features & Changes from Microsoft

Dynamics 365 CE Key Features & Changes 2021 Microsoft Release Wave 1 Changes to D365 Customer Engagement Authors: Thomas Cunningham | Principal Developer | Formus Professional Software | April 2021…

Read More
Important changes in D365 security

Changes in using O365 for D365 Security Authorisation Methods

What you need to do to prepare your D36for Microsoft plans to deprecate Office365 authentication and replace with a more secure OAuth method.

Read More
2021 dates for Microsoft release wave

Microsoft Release Wave Dates

Microsoft have just announced the release of their latest feature plans for Dynamics 365 and Microsoft Power Platform 2020. Here are some of the important feature updates for D365 and Power Platform Microsoft announced in their Release wave 1 review.

Read More
Developer Tips - Dynamics SDK Bug in the CrmServiceClient

Fixing Strange Connection Bug in the CrmServiceClient

If you are a D365 developer you may have noticed that the essential CrmServiceClient class implements the IDisposable interface. So that means we dispose of it right? What behaviour should we expect if we do? I am afraid Microsoft does not deign to tell us. But I can confirm that in at least one scenario it results in unexpected and potentially breaking behaviour. Here’s how to avoid it…

Read More
Screen grab of troubleshooting D365's new interface

Troubleshooting Microsoft’s New D365 UI

Microsoft have changed the Dynamics 365 layout with their new UI. We delve into what issues can occur, how to identify and fix them.

Read More
Cloud download icon with warning of D365 data storage price increase overlaid

News: Microsoft’s Price Hike to D365 Data Storage

Microsoft are changing their D365 data storage licence pricing. Will this affect you?

Read More
Live chat support pop-up box

The Benefits of Microsoft Omnichannel

Omnichannel for Customer Service is an application for Dynamics 365 Customer Service. It provides a single interface allowing your customer service agents to support your customers via: Live Chat (embed on your website, in your own web application, or in your Dynamics portal), Facebook, Twitter, SMS, Microsoft Teams, Custom Messaging Channels.

Read More
Screen grab showing how to create a new user

Creating Non-Interactive Users for D365

What if we told you that for Dynamics 365, you don’t need to pay for an additional user license to grant programmatic access?

Read More
Upcoming software improvements in 2020 Microsoft release wave 2

News: Microsoft 2020 Release Wave 2

Microsoft have just announced the release of their latest feature plans for Dynamics 365 and Microsoft Power Platform 2020. Here are some of the important feature updates for D365 and Power Platform Microsoft announced in their Release wave 1 review.

Read More
Diagram showing benefits of Microsoft 365 Portals

Benefits of Microsoft D365 Portals

Benefits of D365 Portals – We use our Portal as a knowledge base for you, and to enable our clients to log Support Requests with our team – but that’s not all it can do.

Read More
UK and US spellings of cancelled

How to Rename Your Labels in D365

How to Rename Your Labels in D365

Read More
Example of Formus Pro social media post promoting Click Dimensions

ClickDimensions – June Offer

You need to be looking to marketing automation, of which email automation and tracking is just a small part.
Click Dimensions offers email marketing, campaign automation, web intelligence, surveys, web forms, landing pages and social marketing, all native within your existing Microsoft Dynamics instance.

Read More

Want to Contribute or Request a Feature Article?

Is there software you want to know more about? Looking for a how-to or tips on a particular product?

Is there a task you need to achieve that a software “how to” might help with?

Alternatively, are there any tips, reviews you would like to contribute?

Get in touch. We can’t promise we’ll cover them all, but we would love to hear your ideas or suggestions and hope to bring you as many helpful tips as we can.