Prerequisites

Our MS Dynamics 365 solution is inline with all Microsoft supported features.

You will need

  1. Version 9.0 or above: of MS Dynamics 365 online/on-premise installed.
  2. Administrative access: to configure the MS solution you have installed.
  3. License token: Your address, email and/or phone validation license.
  4. Compatible web browser: We recommend using Chrome, Firefox or Edge (other web browsers will work). Our MS Dynamics 365 solution does not work with IE (Internet Explorer).

Terminology

As of November 2020, Microsoft has changed some terminology. Please note:

Legacy term Current term
Entity, entities Table, tables
Field, fields. Attribute, attributes Column, columns
Record, records Row, rows
Option set, multi select option sets.Picklist, picklists Choice, choices
Two Options Yes/No