Install Project Service Automation (PSA) – Where’s it gone?

If you have tried to install Project Service recently you might have found that it's disappeared from the 'preferred solution' list in the Office 365 admin portal. So where has it gone?! Although the CRM Online Help hasn't yet been updated to reflect the fact, it has now moved to the recently relea... [More]

Mastering Ribbon Workbench 2016

Since the release of the Ribbon Workbench 2016 I am in the process of updating the documentation to reflect the new user interface. This video series on mastering the Ribbon Workbench 2016 will take you through from installing to performing advanced customisations.

Part 1 - Downloading & Ins... [More]

Ribbon Workbench Version Compatibility

I'm pleased to announce that in addition to the managed solution that you can install inside Dynamics CRM, the Ribbon Workbench 2016 is also available in the XrmToolbox (if you hadn't already noticed!). When you open the XrmToolbox you will see that there is the Ribbon Workbench available for downl... [More]

Dynamics 365 – what’s that?

Ever since Microsoft's announcement in 2005 of the 'Dynamics' brand, the strategy (code named 'Project Green') to homogenise the range of ERP products together into a single technology has been all but been forgotten. This has largely been due to Microsoft's investments in 'mash-up' technologies suc... [More]