IT Solutions Blog

Microsoft Dynamics 365: 2021 Wave 1 release - What to expect

by Emily Schilling 9 March 2021

Microsoft Dynamics 365’s updates are categorised into either wave 1 or wave 2Wave 1 includes all features released from April to September, with features released from October to March in wave 2. The 2021 release wave 1 brings some significant additions that will provide some innovative benefits to businesses, across all Dynamics 365 applications.  

Topics: Microsoft Dynamics CRM, Micrsoft Dynamics 365, Microsoft Dynamics, Dynamics Update, Microsoft, Dataverse

Microsoft Power Platform: 2021 release Wave 1 – What to expect

by Emily Schilling 8 March 2021

Microsoft Power Platform – made up of Power BI, Power Apps, Power Automate and Power Virtual Agents – is the ideal Microsoft solution for data analysis and automation. The 2021 release wave 1, which was made available for early access on the 1st of February 2021 includes updates across the Power Platform product range, focusing on improving the flexibility of Power BI and enhancing the user experience 

Topics: Power BI, Logic Apps, Power BI, Microsoft Power BI, Microsoft Power Platform, Microsoft

Managing demand during the housing crisis: increasing sales productivity with Dynamics 365

by Emily Schilling 5 March 2021

In December 2020, Homes England reported that between 1st April and 30th September that year, the number of housing starts was the lowest since 2012-2013, at 11,313 homes. Housing completions had also decreased to 11,358 houses - the lowest since 2015-2016. The reduction of both starts and completions is partly due to the coronavirus pandemic, which caused significant complications for housebuilding activity. Affordable housing made up 79% of housing starts in this period, which has decreased by 32% from the previous year – putting the number of affordable homes at its lowest since 2017-2018. Housing associations are under pressure to provide affordable housing for those in need, and the pressure is greater during the current period of economic uncertainty, furlough, and redundancy.  

Topics: Microsoft Dynamics CRM, Micrsoft Dynamics 365, PowerApps, Microsoft Power Platform, Microsoft, Homebuilder, housing associations, virtual agent, enquiry portals, housing

Microsoft Viva Launch February 2021 - Making remote working easier

by Emily Schilling 5 February 2021

Microsoft solutions such as Teams, SharePoint and OneDrive have not only become more popular during the coronavirus pandemic, they have expedited remote working for businesses, schools, universities, local authorities and community groups. Without Microsoft’s cloud-based apps, working during the pandemic would have been a very different story.

Topics: collaboration and teamwork, office 365, modern workplace, teams, Microsoft, Remote Working, Company Culture, Covid-19, microsoft teams, Coronavirus

Microsoft 365 tenant to tenant migration

by Emily Schilling 4 December 2020

Microsoft Office 365 tenant to tenant migration is a complex, but common requirement that is often a lot trickier than expected. Even if customers have an internal IT team, the company will still require external help and support through the migration process. This is where Crimson can help.  

Topics: office 365, Microsoft

Improving student support in Universities during COVID-19

by Emily Schilling 13 August 2020

Going to University has always been a daunting experience, especially when moving away from home. However, those starting University in September 2020 have the extra challenges regarding COVID-19 to contend with - alongside the usual concerns associated with beginning a new chapter at University.

Topics: Microsoft Dynamics CRM, higher-education, student journey, education, Microsoft, Covid-19

Team Member licenses are changing in the Dynamics 365 Wave 1 release

by Emily Schilling 16 March 2020

The wave 1 release is nearly here, so it is time to understand the changes that will be coming with it. In April for new customers, and July for existing customers, users with Team Member licenses have the choice of two new model-driven apps that will restrict which entities can be used by Team Member licenses.

The original Team Member licenses are only designed for light use, such as reading or basic editing. They can read any core entity data, and can create contacts, activities, notes and up to 15 custom entities. However, they cannot create or edit accounts. The problem with the original licenses was that the restrictions were not enforced by Microsoft, and many Team Members could edit information that they didn’t have permission to. Team Member licenses also had different restrictions based on when they were created – licenses created pre-2018 could edit accounts, whereas any after 2018 couldn’t. These limitations have now changed, and enforcement starts with the wave 1 release.

The updated Sales Team Member licenses contain the core entities that users should have access to, such as activities, contacts, accounts and leads – however, these are read-only. This user doesn’t have access to custom entities, but this can be solved by giving additional custom roles to the users.

Topics: Dynamics Update, Microsoft

How to configure a field to show active stage duration

by Tom Clayton 13 March 2020

Often it is a requirement that the active stage duration is tracked on a dashboard or the like. However, the duration field out of the box, at least in my experience, doesn’t do what you think it does. In fact, if you look at the default calculation what it is doing its actually trying to calculate the difference between the created on date, and the completed on date-which is calculating the total time from BPF start to BPF finish. What most people actually want to see is a measure of how long a record has been at a certain stage of a BPF. So that’s what will be discussed in this blog post; how to REALLY calculate duration.   

Topics: microsoft dynamics 365, Microsoft, Active stage duration, tutorial

All change on the PSA train to project excellence

by David Lloyd 2 March 2020

And time to hop onto Microsoft Dynamics 365 Project Operations

Topics: Micrsoft Dynamics 365, Microsoft Dynamics, microsoft dynamics 365, Dynamics Update, Microsoft, Project Operations, Project Service Automation