IT Solutions Blog

COINS integration with Dynamics 365

by Emily Schilling 19 March 2020

5 reasons why integrating COINS with Dynamics 365 could be the answer to enhance your digital customer and staff experiences.

COINS (Construction Industry Solutions) has been a business software provider for the home building industry for over three decades, with software including project management, operations and supply chain, to name a few. Approximately 80% of the homebuilder industry uses COINS as their back office ERP and finance system. As well as using COINS to run the financial and operational side of the business, a number of homebuilders have been seeking engagement systems to compliment COINS. These systems will transform the way they manage marketing, sales and customer care processes, to suit the needs of today’s customer. Customers now have expectations from providers in all walks of their day to day buying decisions - including the biggest emotional purchase they are likely to be making in their lifetime.

Topics: Integration, microsoft dynamics 365, Single view of the customer, COINS, Homebuilder, Customer Engagement, Care, Sales, Marketing, Dynamics 365 Roadmap

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

Microsoft Power Platform: Creating a Canvas App Using Common Data Service (CDS) - Part 1

by Tom Clayton 29 January 2020

Topics: microsoft dynamics 365, Microsoft Power Platform

Using Dynamics 365 V.9.0 Autonumbering

by Tom Clayton 17 January 2020

With the introduction of Version 9.0 for Dynamics 365 and the new PowerApps-based solution editor, there is now a way to include autonumbering without the use of third-party managed solutions or plugins.

Topics: microsoft dynamics 365

What's new in Dynamics 365 for 2019 release wave 2?

by Mark Britton 4 October 2019

Here's your round-up of the top features now available to you in Microsoft Dynamics 365.

Topics: microsoft dynamics 365

Microsoft Announce Dynamics 365 Licence Changes For October 2019

by Mark Britton 26 July 2019

Microsoft has announced changes to its Microsoft Dynamics licensing model, moving from multi-application, one-size-fits all to a new focus on licensing of individual applications.

Topics: microsoft dynamics 365

Is your university software ready for Generation C?

by Mark Britton 4 July 2019

Millennials are so last year. There’s a new generation hitting the social scene – Generation C. However, quite unlike most demographic cohorts, this one does not fall into a particular age demographic. Instead, it’s a term used to describe a new generation of people who have one thing in common: they’re digital natives and exceptionally tech-savvy. Furthermore, anybody can join the Generation C community, as long as they are digitally connected and a follower of Web 2.0.

Topics: CRM, microsoft dynamics 365, higher-education, student information systems

Encouraging IT Collaboration and Teamwork Beyond Boundaries

by Mark Britton 11 April 2019

Teamwork – it’s the cornerstone of any successful organization and a must-have for achieving any measurable level of success.

Topics: Logic Apps, microsoft dynamics 365, collaboration and teamwork, Microsoft Power BI

Creative Ways to Close More Deals with Microsoft Dynamics 365

by Mark Britton 4 April 2019

Businesses put a lot of work into bringing traffic, discovering leads, and offering great deals. All these functions could be viewed as secondary compared to one primary goal – closing.

Topics: Logic Apps, microsoft dynamics 365, Power BI