Implementing The Calendar Control in Unified Interface.
Aug01

Implementing The Calendar Control in Unified Interface.

When should I send that Summer BBQ invite email? With the addition of Unified Interface to the Dynamics 365 comes some new features including the new Calendar Control. The Calendar Control allows you to view a set of records on a calendar, making it really easy to see any records that rely on a date field. In today’s example, I’ll walk you through how to set up the calendar control… Continue Reading TattooedCRMGirl’s...

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Dynamics 101: The Core Records – Leads, Contacts and Accounts
Jul09

Dynamics 101: The Core Records – Leads, Contacts and Accounts

At its most basic level, Dynamics Customer Engagement is a tool that allows you to maintain a virtual Rolodex – it’s a central location where you can easily look up an Account, see all the Contacts related to that Account and if there are any potential Leads related. You get a complete picture of your relationship with an organization or person. To get the most out of Dynamics CE, we need… Continue Reading...

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MBAS Hack4Good Hackathon: What I learned and why I’d do it again.
Jun11

MBAS Hack4Good Hackathon: What I learned and why I’d do it again.

Build cool things – help others! First things first – I know a lot of my recent posts have been about events I have attended and I promise we’ll get back to the good stuff of Dynamics: CE soon, but I wanted to share my experiences in the hopes that it will inspire others to attend more community events like these! They have been instrumental in my learning journey. Last weekend I decided… Continue Reading...

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ClickDimensions Releases Unified Interface Update
May23

ClickDimensions Releases Unified Interface Update

With the release of Dynamics 9.0 came Microsoft’s new Unified Interface, bringing a fresh new look and feel to the Customer Engagement product. Before we take a look at the new ClickDimensions interface, let’s explore what Unified Interface is and why Microsoft chose to implement this new look. So what is Unified Interface? Well Microsoft wanted the customer experience to look and feel… Continue Reading...

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My first weekend D365 event and why you should attend one!
May19

My first weekend D365 event and why you should attend one!

This weekend I had both the pleasure of attending and the absolute honour of speaking at a D365 Saturday event in my favourite European city – Amsterdam! As with all community events, it was attended by some of the best and the brightest in the Dynamics community with talks ranging from the inspirational to full on functionality demos. Every event I attend always teaches me something new, but… Continue Reading...

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The Many Faces of Dynamics CE
May08

The Many Faces of Dynamics CE

Are you completely new to Dynamics and have no clue where to start? Perhaps you’ve started a new job that uses Dynamics 365 to manage their Customer Relationships or you’re wondering what all the fuss is about? Do all these conversations about Entities and Modules and Relationships and Records have you as confused as this little fella: Well I have the blog series for you! For the purposes of… Continue Reading...

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