Insights Articles

insights

A day in the life of…our business solutions consultant, Isaac

Next up in our day in the life of blog series is Isaac Hart. He’s been a part of the team for one and-a-half years (since August 2021) and really...

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insights

A day in the life of…our lead software architect, Wesley

In the latest instalment in our day in the life blog series, we catch up with our lead software architect, Wesley Nell, who’s been with us for a year. Keep...

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insights

Fast guide: Mastering the Connections Table in Dataverse & Dynamics 365

When paired with the Dataverse and Dynamics 365 platform, Connections can be used to unlock the power of data relationships. Here, we reveal the many benefits of using Connections in...

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insights

A day in the life of…our Microsoft Dynamics 365 developer, Zach

We’re fortunate to have some of the best software and business solutions talent in our team. In this Q&A blog series, we’re giving you a behind-the-scenes glimpse of who our...

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insights

Adding Connection Explorer to your Form

So you’ve installed Connection Explorer, but not sure how to go about adding it to your form? In this article we’ll layout a few short steps for teaching you how...

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insights

What is the difference between Dynamics 365 and Power Platform?

With so many different product names and offerings, it can be difficult to know which solution you need. In this article, we explore the difference between two popular Microsoft products...

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insights

Security Audit – Custom Workflows actions

This article is a quick rundown of creating custom workflow actions to send users notifications when a new security event has occurred in your system using XRM’s custom Security Audit...

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insights

What are the 3 main areas in Dynamics CRM?

In this blog, Simon Jackson, Managing Director of XRM, provides a top-level overview of the three main areas of Dynamics CRM. He also shares some best practice guidance on getting...

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insights

5 ways Jersey service providers are responding to the JFSC’s new filing requirements

Over the past few months, I’ve spoken to service providers across the financial services industry in Jersey about how they’re dealing with the changes to significant persons reporting and confirmation...

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insights

Power Platform and UI Flows – Did it just do that?

We recently had a need to perform an online form submission and we wanted to schedule it to be submitted every day.   So, being all things Power Platform, we immediately thought this was a...

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