Microsoft Feature Wish List: Editable Grids in Adxstudio Portals for Dynamics CRM

When Microsoft acquired Adxstudio, it gained a powerful and flexible portal for Dynamics CRM. A portal is essential for interacting with users outside your organization, such as customers, partners, suppliers and others.

My wishlist feature for today is an editable grid to allow users to easily add or edit multiple detail records from a web page. For instance, it is handy to allow a grantee for Microsoft Grants Manager Plus to create a project budget and enter multiple budget line items from a single page.

Please correct me if this feature has been added since I last looked, or you have seen it in the Microsoft roadmap.

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online. It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities. Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law. Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Key Concepts for Microsoft Dynamics 365: Entities and Attributes

To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.

Entities are the most fundamental part of Dynamics 365 in terms of storing your business data. They are similar in concept to database tables, and the relate to one another like tables in a relational database. For instance, Dynamics 365 has an entity called Contacts that stores data such as name, address, and email address of people that you track. Accounts is a related entity that describes the organizations to which Contacts may belong.

Although they are similar to database tables, Dynamics entities allow you to do some customizations that are not possible in a standard database table. Field labels, for instance, are part of an entity, and they may differ from …

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).

Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution? -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices? -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia? -- Some information services, such as Onvia, offer integration with Dynamics 365. Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process. Most clients will tailor the business process to add or remove steps in order to match their sales methodology. Of…

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