Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]
In Tip 917 we talked about what happens if you have too many business units in Dynamics 365. But what about the opposite — can you have too few business units? If you are implementing Dynamics for a single group, it is common to only use the base business unit for all users. “We don’t […]
Someone recently asked me what I thought of someone adding 1,000 + business units to Dynamics 365. I told them it was a bad idea. Here’s why: Business units are like large granite rocks–they are designed to be permanent and infrequently moved. While users can be moved between business units, it is not a trivial […]
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