Alert on Old Cases: FLOW!
Jul27

Alert on Old Cases: FLOW!

I have finally come to the last solution in my Case Study series! Today I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ one last time by discussing a potential solution using FLOW! We have been discussing ways to send email alerts when a case has not been modified for 5 days. There are a few ways… Continue Reading Kylie...

Read More
Alert for Old Cases: Workflow Based on Related Record
Jul26

Alert for Old Cases: Workflow Based on Related Record

Another discussion on the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ with a potential solution using Workflow Based on Related Records! We are still looking for the best solution to send an email when a case is inactive for over 5 days. We have already looked at a few options with varying levels of… Continue Reading Kylie Kiser’s Article on...

Read More
Alert for Old Cases: Recursive Workflow
Jul25

Alert for Old Cases: Recursive Workflow

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Recursive Workflow! I have been discussing a few options for notifying users when they have cases assigned that have not been modified in several days. The goal of this is to send an email that will… Continue Reading Kylie...

Read More
Alert for Old Cases: Charts, Views, and Dashboards
Jul24

Alert for Old Cases: Charts, Views, and Dashboards

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Charts, Views and Dashboards, oh my! Lets continue to work on comparing a few solutions to alert a case owner when they are not doing their job. We just created a few new fields to calculate the number… Continue Reading Kylie...

Read More
Alert for Old Cases: Calculated and Rollup Fields
Jul23

Alert for Old Cases: Calculated and Rollup Fields

Today, I continue to answer the question ‘what was the best way to use a workflow to send an email when a case had not been modified in 5 days?’ by discussing a potential solution using Calculated and Rollup Fields! We are talking about potential solutions for dealing with Cases that have been sitting in the system but not worked on for several days. To get a better understanding… Continue Reading Kylie Kiser’s...

Read More
Case Study: Alert for Old Cases
Jul22

Case Study: Alert for Old Cases

I was recently approached at a conference about a unique question on the best way to do something in Dynamics365. The question led to a very interesting discussion because I realized that there were actually many possible ways that the objective could be achieved. So today I’m launching a new recurring Case Study mini-series where I will be doing a deep dive into solving unique issues or… Continue Reading Kylie...

Read More
Stickers!
Jul17

Stickers!

I am excited to announce that I now have stickers! This means you can enjoy the cute face of Hashtag the #CRMUGDC Monkey anytime! To get one, you will have to come see me at an upcoming Dynamics event: DMV Regional Chapter Meeting – August 14 at Microsoft Chevy Chase, MD. This is the 3rd Annual Regional Chapter meeting in the DC / Maryland / Virginia area. We are inviting CRMUG/D365UG… Continue Reading Kylie Kiser’s...

Read More
2019 DMV Regional Chapter Meeting
Jul13

2019 DMV Regional Chapter Meeting

This year will be the 3rd year hosting a Regional User Group Chapter Meeting for the DMV (DC / Maryland / Virginia). We will have attendees from the Washington, DC, Reston, VA, and Richmond, VA chapters in attendance and we have a jam packed agenda! When: Wednesday August 14, 8:30am-4pm Where: Microsoft Chevy Chase This will be a FREE event that starts with breakfast and includes… Continue Reading Kylie Kiser’s Article on...

Read More
1st Time Business Applications MVP!
Jul12

1st Time Business Applications MVP!

I am excited to announce that I’m now a Microsoft MVP! I received the email confirmation on Canada Day, Monday July 1st and my profile is now live on the MVP site! This has been a goal of mine for many years as I have worked to deliver content and create a strong community in Northern Virginia. When I started working with CRM, even when I attended my first CRMUG Chapter Meeting, I never… Continue Reading Kylie...

Read More
Women in Technology – Kylie Kiser
Jun14

Women in Technology – Kylie Kiser

I was recently at the Hitachi Customer Conference and attended a Women in Technology luncheon. I always try to support these initiatives and this event was particularity interesting. It inspired me to share a few pieces of my story and tips for other ladies out there who may be struggling to find their way. You can do anything! This is easier to say than it is to do but it is… Continue Reading Kylie Kiser’s Article on...

Read More
Women in Technology
Jun14

Women in Technology

I was recently at the Hitachi Customer Conference and attended a Women in Technology luncheon. I always try to support these initiatives and this event was particularity interesting. It inspired me to share a few pieces of my story and tips for other ladies out there who may be struggling to find their way. You can do anything! This is easier to say than it is to do but it is… Continue Reading Kylie Kiser’s Article on...

Read More
App in a Day Training Recap
Jun12

App in a Day Training Recap

I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business Process Flow, a Flow with Approval and a Power BI Dashboard. It was great to be able to play… Continue Reading Kylie Kiser’s Article...

Read More
App in a Day Training Recap – Kylie Kiser
Jun12

App in a Day Training Recap – Kylie Kiser

I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business Process Flow, a Flow with Approval and a Power BI Dashboard. It was great to be able to… Continue Reading Kylie Kiser’s Article on...

Read More
Hitachi Customer Conference 2019 Recap – Kylie Kiser
Jun10

Hitachi Customer Conference 2019 Recap – Kylie Kiser

At the end of May, I had the privilege to attend the Hitachi Customer Conference. This was the first time attending and not presenting at a Conference in 4 years! So it was a great opportunity for me to really dig in and learn. I also was able to attend the App in a Day training before the conference. Expect a recap coming soon. I would highly recommend this training as it helped pull… Continue Reading Kylie Kiser’s...

Read More
Hitachi Customer Conference 2019 Recap
Jun10

Hitachi Customer Conference 2019 Recap

At the end of May, I had the privilege to attend the Hitachi Customer Conference. This was the first time attending and not presenting at a Conference in 4 years! So it was a great opportunity for me to really dig in and learn. I also was able to attend the App in a Day training before the conference. Expect a recap coming soon. I would highly recommend this training as it helped pull… Continue Reading Kylie Kiser’s...

Read More
D365 Saturday Philly Recap – Kylie Kiser
Jun08

D365 Saturday Philly Recap – Kylie Kiser

I was involved in the D365 Saturday event in Philadelphia, PA just a few weeks ago. This was a great full-day event with amazing speakers from across the country and keynote by Julie Strauss. Here are some takeaways from sessions I attended plus a few pictures from the festivities. KeynoteJulie Strauss We are in a time of Digital Transformation as business has fundamentally… Continue Reading Kylie Kiser’s Article on their...

Read More
D365 Saturday Philly Recap
Jun08

D365 Saturday Philly Recap

I was involved in the D365 Saturday event in Philadelphia, PA just a few weeks ago. This was a great full-day event with amazing speakers from across the country and keynote by Julie Strauss. Here are some takeaways from sessions I attended plus a few pictures from the festivities. KeynoteJulie Strauss We are in a time of Digital Transformation as business has fundamentally changed in… Continue Reading Kylie Kiser’s...

Read More
What is Stop Workflow for? – Kylie Kiser
Jun06

What is Stop Workflow for? – Kylie Kiser

A few weeks ago I saw this discussion on CRMUG regarding the necessity of the “Stop Workflow” step in D365 Workflows. It was such an interesting discussion that I wanted to share a few thoughts of my own on the topic. When I am building or editing a workflow, I usually have two main concerns : (1) That I won’t mess it up when I edit it later and (2) that other people won’t mess… Continue Reading Kylie Kiser’s Article on...

Read More
What is Stop Workflow for?
Jun06

What is Stop Workflow for?

A few weeks ago I saw this discussion on CRMUG regarding the necessity of the “Stop Workflow” step in D365 Workflows. It was such an interesting discussion that I wanted to share a few thoughts of my own on the topic. When I am building or editing a workflow, I usually have two main concerns : (1) That I won’t mess it up when I edit it later and (2) that other people won’t mess it up when… Continue...

Read More
New Phone, Who dis?
Jun04

New Phone, Who dis?

Welcome to my new home everyone! I have finally taken the leap and moved from Blogger to WordPress and got a web address with my name in it! All you need to remember now is KylieKiser.com! I hope you like the new site! Please share your comments and tips for improvement. Then follow to stay up to date on new content! I have several fun articles in the pipeline so be on the lookout! Continue Reading Kylie Kiser’s Article on their...

Read More
KRM: Kylie’s Research Management: May 2019 Events
Apr13

KRM: Kylie’s Research Management: May 2019 Events

There are several great events happening in the next few weeks where you can meet #CRMUGDC the Monkey. Make sure you save the date and get registered! CRMUGDC Q2 Chapter MeetingMay 15, 8:30am-12:30pm Location: Microsoft Chevy Chase Speakers Geoff Ables: Designing Customer Engagement Processes Nelson Johnson: Power BI for Beginners Kalpana Sivanandan: Microsoft Teams Introduction Get all the… Continue Reading noreply@blogger.com...

Read More
May 2019 Events – Kylie Kiser
Apr13

May 2019 Events – Kylie Kiser

There are several great events happening in the next few weeks where you can meet #CRMUGDC the Monkey. Make sure you save the date and get registered!CRMUGDC Q2 Chapter Meeting May 15, 8:30am-12:30pm Location: Microsoft Chevy Chase Speakers Geoff Ables: Designing Customer Engagement Processes Nelson Johnson: Power BI for Beginners Kalpana Sivanandan: Microsoft Teams Introduction Get all the… Continue Reading Kylie Kiser’s...

Read More
May 2019 Events
Apr13

May 2019 Events

There are several great events happening in the next few weeks where you can meet #CRMUGDC the Monkey. Make sure you save the date and get registered!CRMUGDC Q2 Chapter Meeting May 15, 8:30am-12:30pm Location: Microsoft Chevy Chase Speakers Geoff Ables: Designing Customer Engagement Processes Nelson Johnson: Power BI for Beginners Kalpana Sivanandan: Microsoft Teams Introduction Get all the… Continue Reading Kylie Kiser’s...

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned
Apr07

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned Improve Game Night with the Power Platform: Lessons Learned For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
Lessons Learned – Kylie Kiser
Apr07

Lessons Learned – Kylie Kiser

For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating learning these tools waiting for the perfect use case to test on. However what I really needed was just time and a data set to work with.I have been procrastinating on learning these “new” tools for far too long. So my main… Continue Reading Kylie Kiser’s Article on...

Read More
Improve Game Night with the Power Platform: Lessons Learned
Apr07

Improve Game Night with the Power Platform: Lessons Learned

For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating learning these tools waiting for the perfect use case to test on. However what I really needed was just time and a data set to work with.I have been procrastinating on learning these “new” tools for far too long. So my main takeaway is… Continue Reading Kylie...

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Canvas PowerApp
Apr06

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Canvas PowerApp

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create a PowerApp I can run from my phone. I will search for the game to view details and then add a new rating for played games. This… Continue Reading noreply@blogger.com...

Read More
Canvas PowerApp – Kylie Kiser
Apr06

Canvas PowerApp – Kylie Kiser

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create a PowerApp I can run from my phone. I will search for the game to view details and then add a new rating for played games. This… Continue Reading Kylie Kiser’s...

Read More
Improve Game Night with the Power Platform: Canvas PowerApp
Apr06

Improve Game Night with the Power Platform: Canvas PowerApp

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create a PowerApp I can run from my phone. I will search for the game to view details and then add a new rating for played games. This… Continue Reading Kylie Kiser’s...

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Power BI
Apr05

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Power BI

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My goal is to make a magical list that will update based on some slicers so we can eliminate options that do… Continue Reading noreply@blogger.com...

Read More
Improve Game Night with the Power Platform: Power BI
Apr05

Improve Game Night with the Power Platform: Power BI

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My goal is to make a magical list that will update based on some slicers so we can eliminate options that do not… Continue Reading Kylie Kiser’s...

Read More
Power BI – Kylie Kiser
Apr05

Power BI – Kylie Kiser

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My goal is to make a magical list that will update based on some slicers so we can eliminate options that do… Continue Reading Kylie Kiser’s...

Read More
Data Import – Kylie Kiser
Apr04

Data Import – Kylie Kiser

As you may know, I am trying to learn more about the Power Platform by creating an application to help with board game selection in my household. We have already set up the entities. Next is the data import then we will use PowerBI and create a PowerApp. Since all of our fields are there we can import our data now. We already have the data in a consistent format (remember it was an export… Continue Reading Kylie Kiser’s...

Read More
KRM: Kylie’s Research Management: Improve Game Night with PowerApps: Data Import
Apr04

KRM: Kylie’s Research Management: Improve Game Night with PowerApps: Data Import

As you may know, I am trying to learn more about PowerApps by creating an application to help with board game selection in my household. We have already set up the entities. Next is the data import then we will use PowerBI and create a PowerApp. Since all of our fields are there we can import our data now. We already have the data in a consistent format (remember it was an export from… Continue Reading noreply@blogger.com (Kylie...

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Data Structure
Apr03

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Data Structure

As you learned yesterday, I wanted to learn about PowerApps and decided to do this by improving the game night board game selection process. As a prerequisite for this learning experiment I exported our board game library from BoardGameGeek (to be honest, most of this was my husband’s idea and he maintains this list which he exported for me). Now it’s time to get started with the “easy”… Continue Reading...

Read More
Data Structure – Kylie Kiser
Apr03

Data Structure – Kylie Kiser

As you learned yesterday, I wanted to learn about PowerApps and decided to do this by improving the game night board game selection process. As a prerequisite for this learning experiment I exported our board game library from BoardGameGeek (to be honest, most of this was my husband’s idea and he maintains this list which he exported for me). Now it’s time to get started with the… Continue Reading Kylie Kiser’s Article on...

Read More
Kylie’s Research Management: Improve Game Night with the Power Platform: Intro
Apr02

Kylie’s Research Management: Improve Game Night with the Power Platform: Intro

I have been wanting to learn more about PowerApps and Flow for some time but have been waiting to think of the best way to handle this. This week is the best time to learn since it is the Power Platform World Tour in Washington, DC.  I wanted to work through a scenario that would help me put together and learn so many new tools available for Dynamics 365. So I came up with this scenario for… Continue Reading noreply@blogger.com...

Read More
Improve Game Night with the Power Platform: Intro – Kylie Kiser
Apr02

Improve Game Night with the Power Platform: Intro – Kylie Kiser

I have been wanting to learn more about PowerApps and Flow for some time but have been waiting to think of the best way to handle this. This week is the best time to learn since it is the Power Platform World Tour in Washington, DC.  I wanted to work through a scenario that would help me put together and learn so many new tools available for Dynamics 365. So I came up with this scenario… Continue Reading Kylie Kiser’s...

Read More
Sometimes the Problem is You
Mar30

Sometimes the Problem is You

There has been an odd issue going on in my implementation for the last several months. With the help of Microsoft support, we solved the issue this week! However, the solution is very embarrassing because it was a self-made problem (I guess most of them are). But maybe my failures will help others so here goes! The Problem Towards the end of October, users started reporting that they were… Continue Reading noreply@blogger.com...

Read More
User Group Focus 2019 Recap
Mar25

User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip! I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to XrmToolBox which taught participants how to use it and we… Continue Reading noreply@blogger.com...

Read More
Copying Records with GUID in Microsoft Dynamics 365
Jan03

Copying Records with GUID in Microsoft Dynamics 365

If you are using workflows it is likely that you need to link to specific records in the environment. One issue with this occurs if the record is manually created in each environment so when migrating workflows via solutions you still need to manually edit the workflow and re-link to the correct record. This is because the record GUIDs are not consistent across the environments.But there is a… Continue Reading...

Read More
New Year, New Change Management
Jan02

New Year, New Change Management

As we enter the new year it is always a good time to evaluate where you are and where you want to go. This is also a good time to evaluate how far you have come. I have been reflecting on the change management progress I made at my organization. Let’s talk through what that looked like, steps taken and next steps for the future. Background I started as the first subject mater expert for… Continue Reading...

Read More
KRM: Kylie’s Research Management: CMRUG Summit 2018 Takeaways
Nov12

KRM: Kylie’s Research Management: CMRUG Summit 2018 Takeaways

Next week, CRMUGDC is meeting for the last meeting of 2018. Part of our agenda includes sharing our top tips and takeaways from CRMUG Summit in Phoenix. This means it’s about time for me to review my notes. My Summit experience is below and if you want to hear from others, then get registered for the Washington, DC CRMUG Meeting on November 14th! Summit Phoenix was a great event! I spoke in 4… Continue Reading...

Read More
KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend
Sep28

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend CRMUG Summit 2018: Events to Attend CRMUG Summit is just a few weeks away. If you are not registered yet, there is still time! Register now and book your flight to Phoenix! I love Summit because it is an amazing event full of learning. There… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
KRM: Kylie’s Research Management: Girl Power Playlist 2018
Sep14

KRM: Kylie’s Research Management: Girl Power Playlist 2018

KRM: Kylie’s Research Management: Girl Power Playlist 2018 Girl Power Playlist 2018 I am excited for two big events in the next few weeks. To help me get prepared I am working on a killer, motivational playlist! This is something I do each year but this year I wanted to share with all of you! A bit about these… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
Taking Notes at Conferences and Events
Sep09

Taking Notes at Conferences and Events

KRM: Kylie’s Research Management: How To: Taking Notes at Conferences and Events How To: Taking Notes at Conferences and Events Today it is cold and rainy and I am dreaming of being at CRMUG Summit in Phoenix in just a few weeks. This makes me think of all the things I will be learning! When I first started… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
Keeping Track of Your Processes
Aug22

Keeping Track of Your Processes

KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
KRM: Kylie’s Research Management: DMV Upcoming Events
Aug22

KRM: Kylie’s Research Management: DMV Upcoming Events

KRM: Kylie’s Research Management: DMV Upcoming Events DMV Upcoming Events If you were not at the Q3 Regional Chapter Meeting for DC, Reston, VA and Richmond, VA chapters then you really missed out! This was a great event with amazing presenters and even a wine tasting. Check out this blog for all the details… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
Read More
Microsoft Dynamics 365: How to Set Up Your Free Trial
May21
Read More