Microsoft Dynamics CRM has had a native workflow engine almost since inception. For the most part, this has been a great automation tool. It provides a very easy-to-use way to automate simple processes in your CRM database. Also, there is a way to extend the functionality of the native workflow engine using C# and .NET so even if you can’t do something out-of-the-box, it is possible to write some code to get it done.

Security Memo 5: Carelessness

**This is the last memo in a series, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the fourth memo in this series.**

An overwhelming 80% of corporate security professionals and IT administrators indicated in a recent survey that "end user carelessness" constituted the biggest security threat to their organizations, surpassing the ever-present peril posed by malware or organized hacker attacks.

Security Memo 4: Passwords

**This is part of a series of memos, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the third memo in this series.**

The easiest way to protect yourself and your company from cyber threats is by having a strong password.

Security Memo 3: The Dangers of Whaling

**This is part of a series of memos, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the second memo in this series.**

In an effort to further enhance your company’s cyber defenses, we want to highlight a common cyber-attack that everyone should be aware of – whaling.

Security Memo 2: The Dangers of Phishing

**This is part a series of memos, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the first in the series.**

In an effort to further enhance cyber defenses, we want to highlight a common cyber-attack that everyone should be aware of – phishing.

As our lives become more and more “digital”, it is increasingly important to protect our digital identity.  Most people have the attitude of “I don’t have anything important enough to steal” so they take a very lackadaisical approach to all aspects of security on the internet.

Security Memo 1: The Dangers of Ransomware

**This is the first in a series of memos, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Dan Boehm heads TopLine's security and IT department.

Business intelligence, or BI, has been a hot buzz word for several years now. A lot of businesses are looking to take advantage of it but getting only limited traction. There are a number of tools out there to help – each one having its strengths and weaknesses.

People who have used Dynamics CRM in the past know that historically the only way to get your CRM contacts into Outlook was to use the Dynamics CRM Outlook plugin.  This was an app that you would install on each user’s computer which provided for integration and synchronization between Outlook and Dynamics.

Microsoft Dynamics 365 is a very mature product that has been around for over 15 years now.  It has been enhanced in innumerable ways over its lifespan and it is truly a modern and impressive web app.

However…

Some administrative features are starting to show their age and need a facelift.