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View Marketing Insights on a Contact
View Marketing Insights on a Contact
If you’re using the Sales Hub or Marketing model-driven apps, you should be able to see an Insights Tab on the Contact form. If you’re using a custom Contact form in any model-driven app, you will want to reach out to your administrator to get the Insights tab...
Search a view then save the results!
Search a view then save the results!
Search a view then save the results! Also, why can’t I use wildcard in a search?! Today we cover a nifty feature Microsoft released that can benefit end users, especially those that don’t like to mess with filters (whether using traditional Advanced Find or...
Add Missing D365 Entities/Tables and Columns/Fields to Dataverse Search
Add Missing D365 Entities/Tables and Columns/Fields to Dataverse Search
With the introduction of Dataverse search in Dynamics 365 CE, the way you configure search changed just a bit. You still need to use the Quick Find View within the table to configure which fields are searchable in that table. The change and the steps below describe...
Dynamics 365 Release Wave 2 2022
Dynamics 365 Release Wave 2 2022
Release Wave 2 2022 Plan Has Been Released Microsoft released the 2022 Release Wave 2 Plan on July 12, and we have the low down! The features in this release are from October 2022 through March 2023. This release includes new features across Dynamics 365...
Dynamics 365 Relaunch
Dynamics 365 Relaunch
Clayco had previously implemented a "One Size Fits All" Dynamics solution. They were experiencing low adoption and realizing limited value from their technology investment.
Dynamics 365 Field Service Implementation
Dynamics 365 Field Service Implementation
The tech service company had an outdated Service module that required all manual input, handwriting on tickets by technicians, and manual spreadsheet tracking against service agreements. The business had a sustainable growth rate of over 20% each year and this model was not aligned with their growth.
Company Moves from Old Applications to a Modern Platform
Company Moves from Old Applications to a Modern Platform
Fast growing "essential" company reduces risk by moving from unsupported applications to a modern platform.
Dynamics 365 Release Wave 1 2022
Dynamics 365 Release Wave 1 2022
Missing Jump Bar In the last release wave of 2021, you may remember that there was a bug with the entity grid views and that the alpha bar, or Jump Bar as it’s known in Power Platform, was missing. Microsoft fixed this issue, however you may still notice that it is...
Highlights from Dynamics 365, Release Wave 1
Highlights from Dynamics 365, Release Wave 1
Highlights from Dynamics 365, Release Wave 1 Dynamics 365 Marketing continues to invest in collaboration by enabling collaborative content creation with Microsoft Teams. Marketers can use content fragments and themes to improve authoring efficiency. Investments in...
Nortek Case Study
Nortek Case Study
Recognizing that scale of operations in serving customers after the sale was limiting its growth potential and allowing client satisfaction issues, Nortek selected Covenant Technology Partners, a St. Louis, Missouri-based Microsoft partner to help implement Microsoft Dynamics 365 CRM.
CPQSync™ by Cincom for Construction
CPQSync™ by Cincom for Construction
Covenant Technology Partners and our partner, Cincom Systems, would like to help construction companies that drive business for project estimators. 2020 proved that resilience through digital transformation is key to keeping business and construction jobs running...
Microsoft Dynamics CRM Online Rises to Meet the Needs of AB Mauri
Microsoft Dynamics CRM Online Rises to Meet the Needs of AB Mauri
Having identified the shortcomings of its present customer relationship management solution, AB Mauri wanted to work with a consulting / implementation firm that would take the time to learn its business processes and adapt a system to its practices - not force its...
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