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Anne Stanton
United States
Helping businesses to keep up with the speed of technology change
Interests: Enterprise Social, Social Technologies, Microsoft Dynamics 365, Building on the Dynamics 365 Platform, gardening, reading, writing, technology, blogging, business development, networking
Recent Activity
When thinking of the experiences or backgrounds needed for any specific project, don't let assumptions trip you up. These terms can help with your communications. Configuration – knowing of and Answering all the questions related to setting up the system... Continue reading
Posted 16 hours ago at TIDBITS on Microsoft Dynamics 365
Someone once asked my why "Blog" when there is so much information already available. My immediate answer: My blog is my knowledge base and if I can help others by sharing, I am going to share. To include fields from... Continue reading
Posted 16 hours ago at TIDBITS on Microsoft Dynamics 365
At Microsoft Dynamics 365 Saturday in Boston Jerry Weinstock shared with us how he is using FLIC with Microsoft Dynamics 365. The idea is that you setup a FLIC button (which is a physical button) and tie it to a... Continue reading
Posted Feb 8, 2019 at TIDBITS on Microsoft Dynamics 365
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There are times when a MANUAL many to many relationship is desired. One of the key reasons might be that you want to add fields to the intersecting table. Here are the steps for creating a many to many relationship.... Continue reading
Posted Jan 25, 2019 at TIDBITS on Microsoft Dynamics 365
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New Hampshire and Vermont Microsoft Dynamics 365 for Customer Engagement Regional User Group Next Meeting When: Wednesday, Feb 27, 2019 from 10:30 AM to 1:00 PM (ET) Topic: All things Dynamics 365 and Document Management! Lunch Included Location: The Howe... Continue reading
Posted Jan 24, 2019 at TIDBITS on Microsoft Dynamics 365
Microsoft Dynamics 365 User Group Community FOCUS https://ugfocus.com/houston-register : Get your Deep Dive On! Continue reading
Posted Jan 24, 2019 at TIDBITS on Microsoft Dynamics 365
Kudos to the Microsoft business application development teams for making the new user interface a joy to work with as a configuration, business focused, technical analyst (and whatever else people classify me as). I spent the last couple of months... Continue reading
Posted Jan 22, 2019 at TIDBITS on Microsoft Dynamics 365
Microsoft Dynamics 365 has a new Unified Interface and within this interface we have new questions to ask when requirement gathering. Why? To increase usability it is important to understand which fields and features within a form are used most... Continue reading
Posted Dec 3, 2018 at TIDBITS on Microsoft Dynamics 365
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In Support of my Sister OREGON FRIENDS: MARK your calendar. Start your December with great food and gifts at the annual Holiday Farmers Market & Grange Luncheon on Saturday December 1st from 10 am to 3 pm at White Clover... Continue reading
Posted Nov 10, 2018 at TIDBITS on Microsoft Dynamics 365
It is time to register for the November NH/VT Upper Valley CRMUG Microsoft Dynamics 365 for Customer Engagement User Group Meeting Continue reading
Posted Oct 29, 2018 at TIDBITS on Microsoft Dynamics 365
This week I presented Microsoft Dynamics 365 and Microsoft Azure for the XRMVirtual User Group. (www.xrmvirtual.com) I found this experience very uplifting for I was able to emphasize all of the great work that two very different Microsoft development teams... Continue reading
Posted Oct 25, 2018 at TIDBITS on Microsoft Dynamics 365
Oh Microsoft... Marketing and the new licensing. Micro businesses, small businesses and medium businesses matter and often these tiny businesses have thousands of contacts. Tens of thousands even .... Continue reading
Posted Oct 4, 2018 at TIDBITS on Microsoft Dynamics 365
In the world of soccer you will find that although everyone on the team has scored goals over the course of their career, there are very few who are consistent finishers. A finisher has a special talent for always being... Continue reading
Posted Oct 3, 2018 at TIDBITS on Microsoft Dynamics 365
I am in St. Louis this week and I will be heading over to the CRMUG Chapter meeting on the morning of Oct 4th. Come on over and knowledge share on the greatest platform on earth! Microsoft Dynamics 365 for... Continue reading
Posted Oct 2, 2018 at TIDBITS on Microsoft Dynamics 365
As Microsoft releases more and more features, modules and wonderful goodness into the Microsoft Dynamics 365 platform it is good to build out your understanding of the maturity of each feature. The maturity defines the number of layers of updates... Continue reading
Posted Oct 1, 2018 at TIDBITS on Microsoft Dynamics 365
Using SLA's with Cases There are a number of features built into Microsoft Dynamics that support the configuration of an SLA associated with the Case Entity. When working with any of the features in Dynamics it is always a good... Continue reading
Posted Sep 27, 2018 at TIDBITS on Microsoft Dynamics 365
Where: Hanover, NH When: 9-12am Date: Thursday, November 15, 2018 Topic: What's New in 2018 (Spring and Fall editions of Microsoft Dynamics 365 for Customer Engagement Get out of the office, take a nice drive, come join some peers and... Continue reading
Posted Sep 27, 2018 at TIDBITS on Microsoft Dynamics 365
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So what are your tips and tricks for reading people, for being incredibly empathetic to their perceptions of a moment? Continue reading
Posted Sep 21, 2018 at TIDBITS on Microsoft Dynamics 365
Come help us kick off the initial meeting of the Microsoft Dynamics 365 CRMUG NH/VT New England Chapter Meeting! Where: Hanover, NH When: September 27, 2018 Time: 10:00am - 12:00pm Questions: Reach out to Anne Stanton, Evan Workin or Jeff... Continue reading
Posted Aug 22, 2018 at TIDBITS on Microsoft Dynamics 365
Have you discovered the joy of editable grids? This feature was introduced in December of 2016. Editable grid is a custom control in Microsoft Dynamics 365. "You can enable editable grids at the entity level to use in the main... Continue reading
Posted Apr 16, 2018 at TIDBITS on Microsoft Dynamics 365
Project Considerations 1) Start with the concept of a glossary and agree on terminology. This seems like such a trivial concept, but has huge ramifications as the systems grow and mature. If everyone agrees on terminology then when fields are... Continue reading
Posted Apr 9, 2018 at TIDBITS on Microsoft Dynamics 365
Please vote for this item my fellow Dynamics 365 peeps! SIC, NAICS, Other data element lookups https://ideas.dynamics.com/ideas/dynamics-crm/665245 … And before Microsoft worries about keeping the data "updated" perhaps an integration to the authoritative source is all that is needed. Continue reading
Posted Aug 23, 2017 at TIDBITS on Microsoft Dynamics 365
If you have extensions that you have upgraded or that your partner has upgraded on your behalf, you will want to schedule a review for the following reason: "Beginning with the Dynamics 365 (8.0) release, a new OData 4 endpoint... Continue reading
Posted Aug 12, 2017 at TIDBITS on Microsoft Dynamics 365
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One of the benefits of cleaning out a closet and moving a bunch of "must save items" is you get to see what was old is new again! This is a Lunch and Learn that I presented a few years... Continue reading
Posted Jul 17, 2017 at TIDBITS on Microsoft Dynamics 365