KEEPING FOR HISTORICAL REFERENCE Dynamics 365 includes several search options, Quick Search, Global Search (also called Categorized Search) and Advanced Find. In version 8.2 of Dynamics 365 Online a new search method called Relevance Search was introduced. This searches multiple entities and offers many advantages over categorized search. It uses Azure services. I won't provide a detailed description of relevance search, because these Microsoft articles do a good job. This ar

KEEPING FOR HISTORICAL REFERENCE This article lists the various products available under the Dynamics 365 brand. It might not be up to date. Platform Power Apps Power BI Power Automate (flows) First Party Apps (available now) Sales (Professional and Enterprise) Service (Professional and Enterprise) Field Service Business Central (Essentials and Premium) Finance and Operations Retail Human Resources (replaces Talent core HR capabilities; Attract and Onboard apps retire on 1st

This article summarizes how to get data in and out of CRM. It is aimed at those who are new to CRM and may be not be aware of the CRM architecture. The Plaform The heart of Microsoft Dynamics CRM is the platform which is responsible for everything that happens in CRM. This includes adding new records, creating custom entities, running workflows and so on. Separate from the platform, though often confused as the same thing, there the web application and the Dynamics CRM Client