September 14, 2020 5 Minutes to Read
Microsoft Dynamics 365 is a leading line of enterprise resource planning (ERP) and customer relationship management (CRM) applications. With the platform’s high business impact, it is critical for enterprise leaders to follow best practices. In the past five years we have deployed Dynamics 365 over 100 times for our Fortune 500 customers. Here are the eight best practices we use to optimize every deployment
TweetNote: Admin mode cannot be enabled in the production environment. If you are not permitted to convert the environment to a sandbox, use the global notification method to add a form
Note: When an environment is restored to an earlier state, the Data Export Service profile needs to be re-established to synchronize the Dynamics 365 data to Azure SQL.
We compiled our best practices from a mix of experience and research. For a detailed look at some of the points we mention above, we encourage you to review the following documents: