Power Tips: Dynamics 365 for Customer Service
New video out now – Power Tips: Dynamics 365 for Customer Service! This is another quick catch up with Heidi (LinkedIn, Twitter, Blog), Malcolm (LinkedIn, Twitter, Blog) where we talk about new features in the Power Platform. Power Tips: Dynamics 365 for Customer Service Resources Here are some resources for more information on these topics: Dynamics 365 for Customer Service… Continue Reading Kylie Kiser’s Article on...
2022 May DC Chapter Meeting
Great turnout and puppies at the 2022 May DC Chapter Meeting We had a great session for the 2022 May DC Chapter Meeting. It featured Rishona Elijah talking about Power Virtual Agents in Dataverse for Teams! Rishona Elijah (LinkedIn, Twitter, Blog) joined our chapter from the other side of the world to talk about Power Virtual Agents. This session featured a walk-through of building the… Continue Reading Kylie Kiser’s...
Power Tips: Dynamics 365 for Marketing
Power Tips: Dynamics 365 for Marketing New video just posted by Heidi (LinkedIn, Twitter, Blog), Malcolm (LinkedIn, Twitter, Blog) and I. This time we are talking about Power Tips: Dynamics 365 for Marketing! Here are some of the links for more information: Release Wave 1 2022 for MarketingRun a Customer Journey through Power AutomateBuilt in Teams ChatNatural Language Targeted… Continue Reading Kylie Kiser’s Article on...
2022 April DC Chapter Meeting
Great Group for the 2022 April DC Chapter Meeting ready to discuss Supplier Relationship Management! This week’s 2022 April DC Chapter Meeting featured Stefan Strube (LinkedIn) talking about Supplier Relationship Management. Stefan walks through a solution that his organization uses to manage suppliers. This uses many tools on the Power Platform including Portals, Model-Driven Apps, and… Continue Reading Kylie...
Power Tips: Sales App
I recently recorded a quick video with Heidi Neuhauser and Malcolm McAuley around the Microsoft Dynamics 365 Sales App. Our goal was to showcase some of the new features discussed in the recent Wave 1 2022 Release Notes and discuss why we are excited about them. This episode focused on the announcements around the Sales App. Check out the video here: < figcaption>Power Tips: Sales… Continue Reading Kylie Kiser’s Article...
Introduction to Security in Dataverse
I have been very busy the last week talking about Security in Dataverse! So, I wanted to take a few minutes to share those recordings and resources with you. Security Horror Stories I started the week talking Security Horror Stories with the CRM Rocks Podcast. You can watch this on YouTube or listen on CRM Rocks. We talk about interesting security scenarios we have run into. Plus, we… Continue Reading Kylie Kiser’s Article...
2022 March DC Chapter Meeting
Human and furry friends were in attendance for the 2022 March DC Chapter Meeting! This week was the 2022 March DC Chapter Meeting featuring Heidi Neuhauser (LinkedIn, Twitter, Blog, YouTube) on the topic of Learning Styles. This was a great and engaging presentation! Heidi is the chapter leader for the Philadelphia Dynamics 365 and Power Platform User Group and is always doing user… Continue Reading Kylie Kiser’s Article...
2022 February DC Chapter Meeting
Great crew at this month’s chapter meeting! We had two amazing presentations for the 2022 February DC Chapter Meeting! Here are all the details, resources and recordings just in case you missed it! Processing Vaccination Cards We started the evening with John Straumann who shared how to process US Vaccination cards using the Power Platform. This is based on a walkthrough available on… Continue Reading Kylie Kiser’s...
Q1 2022 Philly Chapter Meeting
Heidi Neuhauser is the amazing Philly Chapter Leader. Be aware that this is what happens if you hand her your phone. Consider this your warning! I had the pleasure of joining the Q1 2022 Philly Chapter Meeting today to talk about introducing Artificial Intelligence into your Power Platform environment. We focused this discussion on AI Builder and Cognitive Services. Plus some demos… Continue Reading Kylie Kiser’s Article...
2022 January DC Chapter Meeting – CoE Starter Kit
Such a great turnout for the 2022 January DC Chapter Meeting! For yesterday’s 2022 January DC Chapter Meeting, we had the amazing Manuela Pichler and Mike Ochs share with us about the Center of Excellence (CoE) Starter kit. This was a great presentation about all the value this set of tools can bring and how it can be used to improve your ALM practices. < h2 id=”what-is-the-coe-starter-kit”>What is the CoE...
2021 November DC Chapter Meeting – Ignite & AI
Quick snap of some of the attendees at the 2021 November DC Chapter Meeting For our 2021 November DC Chapter Meeting we featured 2 speakers. First, Jamie Willis-Rose (LinkedIn, Twitter) gave an update on Ignite. Then I talked a little bit about adding AI into the Power Platform! Ignite Recap Microsoft Ignite just wrapped a few weeks ago. This was an amazing free event with content… Continue Reading Kylie Kiser’s Article on...
DynamicsCon LIVE: First Party Apps
Hubby came to DynamicsCon LIVE for the theme parks but also got to be Hashtag’s handler for the evening! Today, I am at DynamicsCon Live in California talking about Dynamics 365 First Party Apps! This is my first in-person event and I am excited to be back and meeting so many new friends! For my attendees, here is the presentation for you to download: CE – First Party Apps and Roadmap
So, You Wanna Be A Consultant
Here is just a few of the happy folks at the September 2021 Washington, DC Power Platform Chapter Meeting! This week we hosted the 2021 September Chapter Meeting for the Washington, DC Power Platform User Group with a brand new presentation – So, You Wanna Be A Consultant? We had an all-star panel talking about what it means to be in “consulting” and how to get there. This started with a… Continue Reading Kylie...
2021 July Chapter Meeting
The attendees of the 2021 July Chapter Meeting are ready to learn or head to space! This week we had the 2021 July Chapter Meeting talking about the Power Platform for the US Government Cloud with a focus on Power Virtual Agents and AI Builder. We had two amazing speakers from Microsoft: Steve Winward (LinkedIn, Twitter, YouTube, GitHub) and Bradley Law (LinkedIn). They are a wealth of… Continue Reading Kylie Kiser’s...
2021 June DC Chapter Meeting
This week we had the 2021 June DC Chapter Meeting featuring Artur Zielinski (LinkedIn, Twitter, YouTube). Artur came to do a CRM Sales Bot Demo. This demo showed how to use CRM Bot to get started building chat bots. We can build fully autonomous guided selling processed and make chat bots that are very useful and user friendly. The coolest part is that everything is using Power Platform… Continue Reading Kylie Kiser’s...
Power Baseball League: The Final Pitch
In support of our bloopers, here is Malcolm being a goof with Hashtag! If you watched last weeks episode, you know that we’ve tossed our final pitch of the Power Baseball League! I have had so much fun doing this! We both wanted to spend more time in the Platform and learning more about new features. Then this Power Baseball League became even more than we ever planned. About a month ago… Continue Reading Kylie...
2021 May DC Chapter Meeting
Great group at the 2021 May DC Chapter Meeting This week was the 2021 May DC Chapter Meeting focused on Government and the Power Platform. Since we are in Washington, DC that means we have to talk about Government implantations. Chris Geer from Microsoft joined us to talk about how to use Azure and Power Platform for a government audience. This started with a helpful overview of all… Continue Reading Kylie Kiser’s Article...
Power Baseball League: Themes
The Theme of my baseball experience is generally eating. Hello Baseball Fans! This week on the Power Baseball League we work on configuring the themes for our app. In some ways, this represents the end of our configuration work on the app as we are now ready to hand it over to the customer. The themes feature allows you to set a custom image and adjust the color of a number of… Continue Reading Kylie Kiser’s Article on...
Power Baseball League: Security Roles
Somehow Hashtag got past security at Washington Nationals Park. This demonstrates why it is important for the Power Baseball League to talk about Security Roles. It’s time for the Power Baseball league to tackle Security Roles. We will jump right in to the wonderful world of system security! This topic can be scary. However, it’s critical to plan your security model when implementing or… Continue Reading Kylie...
Power Baseball League: Relationships
This picture may show I have an unhealthy relationship with food. That is not what we are talking about today. Let’s talk about Dataverse Relationships! This week on the Power Baseball League we talk about Relationships! Unfortunately Malcolm and I can’t sit down and give you personalized relationship advice but we can give you some tips for handling relationships in Dataverse. This… Continue Reading Kylie Kiser’s...
Power Baseball League: Rollup Fields
This is a field that is not a Rollup field. Occasionally they may roll something out onto this field in case of rain. That is not the same thing. Today on the Power Baseball League we are practicing our Rollup Fields. Plus we are going to talk about Calculated fields too. Rollups and Calculated fields are smart fields in Dataverse that are set automatically by other data in the system…. Continue Reading Kylie Kiser’s...
2021 April DC Chapter Meeting
Amazing turn out for the 2021 April DC Chapter Meeting Yesterday was the 2021 April DC Chapter Meeting featuring Keith Whatling! We had a great turnout for our monthly happy hour. Plus a great session! Selling the Power Platform Keith Whatling (LinkedIn, Twitter, YouTube) joined our 2021 April DC Chapter Meeting to talk about how to sell the Power Platform internally (as a customer)… Continue Reading Kylie Kiser’s Article...
Power Baseball League: Business Rules
We love Business Rules almost as much as we love baseball! This week the Power Baseball League rounds the bases with Business Rules! Business Rules allow our citizen developers to create form scripting with point-and-click customization. They allow you to do things such as set fields as required, show recommendations, show error messages or set field values. To get started, you can… Continue Reading Kylie Kiser’s Article...
Power Platform Solution Architect Exams
The most important part of taking a certification is planning your celebration food. For me I went out for some bbq and pecan pie. This is just another donut that I also ate (credit to Astro Donuts). Last week I took the Power Platform Solution Architect Exams! The current (and retiring exam) is the MB-600. This is being replaced by the PL-600. The MB-600 focuses on Dynamics 365 as well… Continue Reading Kylie Kiser’s...
Power Baseball League: Marketing Lists
This has no relation to Marketing Lists, Quick Campaigns, or Dynamics 365 but I just love those shoes! Last week we talked about creating and using E-mail Templates. So today we will take that a step further to present Marketing Lists to the Power Baseball League. We are also going to talk about Quick Campaigns. Getting Set Up To be able to use Quick Campaigns and Marketing lists you… Continue Reading Kylie Kiser’s Article...
Power Baseball League: E-mail Templates
I registered for this Yoga in the Outfield event because I got an email. This all started with an e-mail template. Let’s learn how to create Dynamics 365 E-mail Templates! Welcome back to the Power Baseball League! Today we are going to talk about E-mail Templates. Somehow it is already March and that means its real life MLB baseball season! Malcolm couldn’t be happier about spring training… Continue Reading Kylie...
Power Baseball League: On-Demand Flow
Unfortunately there are no on-demand Flows to take me to a baseball game right now so the Power Baseball League will have to do. Today in the Power Baseball League we are building an On-Demand Flow! Power Automate brings a tremendous amount of automation power to your finger tips (pardon the pun). But it’s true! It has the ability to interact with a growing list of applications (both… Continue Reading Kylie Kiser’s...
Power Baseball League: Interactive Dashboards
I interact with baseball by meeting the presidents. Today on the Power Baseball League we talk Interactive Dashboards which let us use our charts to filter other components of a dashboard. In our second Dashboard focused session on the Power Baseball League, we scratch the surface on Interactive Dashboards. What a cool addition to the platform these are! As you know, we’re learning… Continue Reading Kylie...
2021 March DC Chapter Meeting
Great group of attendees at the 2021 March DC Chapter Meeting! It’s time for another chapter meeting! The Washington, DC Power Platform user Group meets monthly for happy hour, learning and discussion. Join our chapter and join us next time! Here’s a quick recap of the 2021 March DC Chapter Meeting. Vue, React and Dynamics 365 For this meeting, Ty Corcoran (Twitter, LinkedIn, Blog, Continue Reading Kylie Kiser’s...
Power Baseball League: Dashboards
Dashboards are like scoreboards. They show you all the important information you need to know quickly. This is great if you have been distracted eating your peanuts. It’s time for the Power Baseball League to tackle Dashboards! Over our last couple of sessions we’ve spent time building out views and charts! Views give us the table data in a spreadsheet like format. Charts transform that… Continue Reading Kylie...
Power Baseball League: Chart Basics
It is important to balance your data views with data visualizations using charts! CHARTS RULE! Today the Power Baseball League is taking on Chart Basics. This builds on the system and personal views we built the last two weeks. Now we want to show you a few things you can do with charts for those views. Graphical representation of data is powerful tool. In some ways, it adds context to… Continue Reading Kylie Kiser’s...
Power Baseball League: System View Enhancements
I am running out of baseball pictures! So here is the hubby and I enjoying a game at Nationals Park when both of us had much shorter, pre-quarantine hair! This week on the Power Baseball League we look at System View enhancements. Views are a simple yet powerful element of any model-driven app. They provide users with relevant information and help users see the information they need at a… Continue Reading Kylie Kiser’s...
Power Baseball League: Editing System Views for Model-Driven Apps
Improving the views in your Model-Driven App will make your users like you as much as Hashtag likes the Washington Nationals! It’s time to spend some time improving our Power Baseball League Model-Driven App by editing the System Views. In our previous videos, we worked to get the basics of our app set-up. We added in Contacts, Accounts, and a couple of custom tables for registration data… Continue Reading Kylie...
2021 February DC Chapter Meeting
Thanks to everyone who joined us for our 2021 February DC Chapter Meeting! If you missed it, check out all the great information that was shared. Great turnout for our 2021 February DC Chapter Meeting! Chapter Updates There were several different chapters within the Washington area region dedicated to different areas of the Power Platform. We recently decided to merge these captures… Continue Reading Kylie Kiser’s Article...
Power Baseball League: We’re Back!
Power Baseball League is back! Welcome back baseball fans! Malcolm and I took some time away to enjoy the holidays. We hope you all had a wonderful holiday season and your 2021 is off to a fabulous start! Both of us have started new jobs in the past couple of months so we’ve each been busy acclimating ourselves to these new roles. We both took the leap into the partner world as… Continue Reading Kylie Kiser’s Article...
2021 January DC Chapter Meeting
Check out all these smiling at the 2021 January DC Chapter Meeting! Earlier this week we had a great chapter kick off with our 2021 January DC Chapter Meeting! Virtual meetings are really fun because we get to connect with people from all over the world. This meeting featured attendees for DC, Virginia, Maryland, New York, London, Scotland, Denmark and more! The meeting started with a… Continue Reading Kylie Kiser’s...
Dynamics is Weird
If you have worked with Dynamics (or Dataverse or Common Data Service) for sometime you have probably said some variation of “Well, Dynamics is weird”. This tends to come up for me when troubleshooting odd issues. It is so easy to assume a feature will function one way but then upon further inspection that is not quite the case. To be clear, I do not mean this is a bad way. It’s just that… Continue Reading...
Power Baseball League: The Final Pitch of 2020!
Malcolm is so happy about the 2020 Power Baseball League season that he is dancing for joy! We have covered so much this year in the Power Baseball League! For the final pitch of 2020 is a quick wrap up of what we have done and where we are going. Listen in to this video to remember the season highlights. Power Baseball League 2020 Season Wrap Up Thanks again to everyone who has… Continue Reading Kylie Kiser’s Article on...
Power Baseball League: Customer Voice and Power Automate Build (Part 2)
The fans are coming to this stadium just like all of you lined up to read another Power Baseball League post! The snack prices are much better here Let’s keep going on our work with Dynamics 365 Customer Voice and Power Automate! As we learned last week, the data from Dynamics 365 Customer Voice is stored in the Dataverse (formerly Common Data Service). However, we want this data in our… Continue Reading Kylie...
Power Baseball League: Customer Voice and Power Automate Build (Part 1)
It was looking a bit stormy when we first started working on our Dynamics 365 Customer Voice and Power Automate build but we pulled through in the home stretch! We have been talking for a few weeks about Dynamics 365 Customer Voice and using this to get data into the Power Baseball League. Today we are going to start the Dynamics 365 Customer Voice and Power Automate build! Keep in mind… Continue Reading Kylie Kiser’s...
Power Baseball League: Customer Voice and Power Automate with Special Guest Todd Mercer
As per usual, this picture has nothing to do with the article to follow but let’s jump in and talk about Customer Voice & Power Automate! It’s time for another special guest! Todd Mercer (Blog, LinkedIn, Twitter) joins the Power Baseball League crew to talk about Customer Voice and Power Automate. We talk through how the Dynamics 365 Customer Voice responses come in to Dataverse (formerly… Continue Reading Kylie...
Power Baseball League: Dynamics 365 Customer Voice Creation
I would like to relate Dynamics 365 Customer Voice Creation to Nationals Park Presidents but I cannot. Let’s continue the Power Baseball League journey by starting the Dynamics 365 Customer Voice creation process! So far we’ve talked about getting data into our system via manual import (hello historic spreadsheets!). Next we tackled Forms Processing to handle any hand written… Continue Reading Kylie Kiser’s...
MB-600 Study Group
Look at all these amazing panelists for the MB-600 Study Group! It’s time to get some certifications! Join the CRMUG/D365CEUG MB-600 Study Group! If you haven’t joined one of the User Group Study Groups before this is a great time to get involved! For each series, there is a panel of experts who will guide the content and topics each week. Different panelists will join each session and… Continue Reading Kylie...
Power Baseball League: Add Forms Processing to a Power App
The app we create today allows you to take a picture and extract data. Thankfully we do not have an app to tell us the health stats of all this ballpark food! Last week, we set up a Forms Processing Model. Today we are going to add Forms Processing to a Power App! This simple App will allow us to take a snapshot of the application and get the data. Then all this data will be fed directly… Continue Reading Kylie Kiser’s...
Power Baseball League: Build a Forms Processing Model
As I may have mentioned, one of the things I love about Nationals baseball is the Presidents Race. Sometimes they race like Mario. Last week we talked about getting started with a Data Import so we want to look at more ways to keep bringing data into the system. That means we are going to build a Forms Processing Model! You may remember our first attempt at the forms processing function… Continue Reading Kylie Kiser’s...
Power Baseball League: Let’s Add Some Data!
Currently our system is like an empty ball park and it is time to fill it with data and Play Ball! So far in the Power Baseball League, we have been talking about the system but we have not put any data in. Today, we will start to add some data! We are going to start with the basics of data import. In this video, we will set the tone for the next portion of the series where will be… Continue Reading Kylie Kiser’s Article...
October 2020 DC User Group Meeting
We had a great group of heroes, witches, stars, and administrators for the October 2020 meeting of CRMUGDC / PowerPlatformUGDC! We had another great virtual event from the Washington, DC Community this week! This chapter focuses on CRM / Dynamics 365 / Power Platform technologies and creating a space for networking. The October 2020 DC User Group Meeting featured two great presentations… Continue Reading Kylie Kiser’s...
Power Baseball League: Dynamics 365 Customer Voice with Megan V. Walker
Just as hot dogs are essential to the enjoyment of baseball, so it is also essential to get data into your system. It is also beneficial to support multiple methods of data entry such as forms processing or typed forms. Similarly, it is acceptable to enjoy your hot dogs with whatever toppings you like or even as a veggie dog if you wish. Welcome back to the Power Baseball League. In… Continue Reading Kylie Kiser’s Article...
Power Baseball League: Forms Processing with Phil Topness
I have already told you of my love for the Presidents (the mascot versions) so of course I love the portion of the baseball experience where they run around! It’s time to add another star player to the Power Baseball League line up – Phil Topness! We have invited Phil here to talk to us about using Forms Processing to get data into our system. We’ve already talked about how our… Continue Reading Kylie...
Power Baseball League: Custom Entities
Even the Washington Nationals are excited about our Power Baseball League and Custom Entity Creation! In our last post, we set up a Model Driven App. In our last post, we set up a Model Driven App. Now, we want to create some custom entities to go with the out of the box entities. We will work through the creation of a custom Registration entity to track each new application. We also… Continue Reading Kylie Kiser’s Article...