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As of February 2019, all Dynamics 365 for Customer Engagement (D365CE) online instances should be upgraded to v9.2 (9.1 for Government Cloud), making them align with the new Microsoft Lifecycle Policy. This new policy is committed to provide consistent and predictable guidelines for the availability of support throughout the life of a product. Here, I will breakdown how to manage your organization’s own lifecycle now that Microsoft is forcing updates to standardize and stabilize their...

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A Solution Deployment Plan describes how a system’s components will be implemented and updated throughout the lifecycle. Within Dynamics 365 for Sales solutions are how customizers and developers‘ author, package, and maintain units of software that extend Microsoft Dynamics 365. Customizers and developers distribute solutions so that organizations can use Microsoft Dynamics 365 to install and uninstall the business functionality defined by the solution. A Microsoft Dynamics 365 solution is a compressed (.zip) file that...

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Working as a Dynamics Consultant for the past seven years has exposed me to a variety of problems to solve. From D365 Finance & Operations (FO) to Customer Engagement (CE) integrations, to using Common Data Model (CDM) or not using CDM, replacing Simple Object Access Protocol SOAP services with Function Apps or Logic Apps, and everything in between with PowerApps replacing the separate line of business applications. No matter the specifics in the scope of...

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For individuals or companies that have made the decision to implement Dynamics 365, or even companies that use other platforms; one of the first and most common predicaments is migrating data. Data is at the heart of your business, and it powers everything you do. Ensuring that your data is up-to-date saves your business money, increases your organization’s efficiency, and improves your customers’ experience. Developed with both businesses and technical users in mind, Dynamic Consultants...

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Connecting multiple systems requires an infrastructure that moves data between the systems. However, you often want the solution to do more than just pass data around. You want to add an additional layer of functionality on top of the functional assets that reside inside the existing applications. This layer can automate complex business processes or provide unified access to information that is currently scattered across many systems. How should such an integrating layer be designed,...

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