Where is your Data? – A need for Data governance platform
Sep30

Where is your Data? – A need for Data governance platform

Digital transformation and app modernization programs results in new applications developed in the cloud or legacy apps moved to cloud. Along with the apps the data is also generated, moved, collected and stored in the cloud. The cloud data also needs to integrate and work with the data in onsite data repositories. As new data sources gets created it create new challenges for enterprises to… Continue Reading MihirCRM’s...

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Managing Environments in Power Platform – Risk Management Part-2
Sep01

Managing Environments in Power Platform – Risk Management Part-2

Environment in Power Platform is where you would store, share and manage your business data, Dynamics 365 and Portal apps, Power Automate flows, chatbots and connections. It is important to understand, control and manage your environments. This blogs provides some of the considerations in environment management for Power Platform / Dynamics 365 – Dataverse. The focus of this blog is on… Continue Reading MihirCRM’s...

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Managing Risks with Microsoft Dataverse Power Platform and Dynamics 365 – Part-1 – Business Continuity & Disaster Recovery
Jul30

Managing Risks with Microsoft Dataverse Power Platform and Dynamics 365 – Part-1 – Business Continuity & Disaster Recovery

Risks management is critical for every organization.  There was a time when the severity, definition and type of risks that a business may encounter were considered to be different. The risk was dependent on the size, nature of business and geographic location. Now that the core business apps and data are running in the cloud, the risks are the very much the same for every organization.  Why… Continue Reading...

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Measuring Customer Experience with Dynamics 365 Customer Voice
Jul01

Measuring Customer Experience with Dynamics 365 Customer Voice

“What you cannot measure you cannot improve” – I think you will agree to this statement. If you want to improve your customer experience than first you need to know how to measure it. Once you measure it than you can track and take action from your insights to improve customer experience. Customer Experience is about how the customer feels after having an interaction with your business. The… Continue Reading...

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Teams and Power BI – Enable visual collaboration
May28

Teams and Power BI – Enable visual collaboration

 The integration of Power BI with Microsoft Teams has enabled enterprise wide collaboration on data and visual presentations. This brings new ways of generating team insights where remote teams can review the data and provide feedback to improve the visuals.  Power BI and Teams – Visual collaboration  There are multiple ways you can share the Reports and Visuals from Power BI service into a… Continue Reading...

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Considerations when deploying Customer Voice in the Enterprise
May01

Considerations when deploying Customer Voice in the Enterprise

 In my previous blog I had written about Customer Voice – An Overview. This blog covers important topics to consider when deploying Customer Voice in the enterprise. 1. Customer Voice is an Enterprise Feedback management app. It is not customizable as other apps of Dynamics 365. So what you see is what you get. It is easy to use and may fit most of your business requirements. But if you want to… Continue Reading...

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Power BI with Power Apps Portals – Part-3
Mar24

Power BI with Power Apps Portals – Part-3

 Portals are now becoming ubiquitous as a Customer / Partner / Employee engagement channel. They can provide valuable information to a large audience. There is a need to embed dynamic visualizations, dashboard and reports in a Portal. This is very much possible now using Power Apps and this blog discusses how visuals from Power BI can be embedded into Power Apps Portals. In my earlier blog I… Continue Reading...

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Power BI Template Apps – Power BI with Dataverse (D365) Part-2
Feb12

Power BI Template Apps – Power BI with Dataverse (D365) Part-2

 In my earlier blog I had written about connecting with PowerBI and Dataverse (D365) using the CDS or Dataverse connector. You can also use the Power BI template Apps that Microsoft has provided to see your Sales or Service data in PowerBI.com As always there are pre-requisites for using the Apps. They are – 1. You need to have a Power BI – Pro license for all users who want to consume the app… Continue Reading...

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Getting started using Power BI with Dataverse (D365) – Part-1
Feb01

Getting started using Power BI with Dataverse (D365) – Part-1

Power BI has become one of the top data visualization tools. In every project that I have worked on, the default option to visualize, analyze and reporting tool with Microsoft Dynamics 365 is Power BI. It is a natural out of the box fit and Microsoft is doing its best to make the default choice with Dataverse.  I have written earlier about D365 and Power BI but in the journey of evolution,  the… Continue Reading...

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Microsoft Dynamics 365 – Customer Voice – An Overview – Part-1
Dec07

Microsoft Dynamics 365 – Customer Voice – An Overview – Part-1

 Microsoft has created Dynamics 365 – Customer Voice and this blog is to provide an overview of the features. Customer Voice is an Enterprise Customer feedback design, collection and management app. It allows you to design / send surveys and collect / analyze feedback from the surveys sent. Customer Voice is an enhancement to and re-branding of Microsoft Forms Pro. The data is stored in… Continue Reading...

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Industry accelerators – Dynamics 365 – Introduction – 1
Oct01

Industry accelerators – Dynamics 365 – Introduction – 1

   Microsoft has introduced Industry accelerators which provide specific industry vertical solutions. This blog series is to discuss and learn about the latest in the Industry accelerator updates including the Oct. Wave-2 release. What are Industry Accelerators ? –  They are Industry specific vertical solutions as envisioned by Microsoft. They are built upon the foundational components within… Continue...

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Collaborating with Power BI
Jun12

Collaborating with Power BI

Power BI helps you to enhance the value of your data. This value is multiplied when you are able to collaborate with others – by publishing, sharing and embedding or integrating your reports on website, portals and in mobile apps. Here are some of the ways to collaborate with Power BI.Before we discuss collaboration I want to get the licensing clear. In most cases you will need a Power BI pro… Continue Reading...

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Covid19 – Corona Virus Info Bot – Power Virtual Agent
Mar27

Covid19 – Corona Virus Info Bot – Power Virtual Agent

The Covid19 / Corona Virus pandemic has created major concerns for people all over the world. I hope everyone is safe and taking precaution by staying at home. This blog is to about how to create a Covid19 Safety Info Bot using Microsoft Power Virtual Agent.The problem – Currently governments at National / State / County / City / Town and Health Care organizations are all trying to provide the… Continue Reading...

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Managing Non Conformance with Microsoft Dynamics 365 Supply Chain Management
Feb05

Managing Non Conformance with Microsoft Dynamics 365 Supply Chain Management

“Each manufacturer is required to establish and maintain procedures to control product that does not confirm to specific requirements” (21 CFR 820.90). Nonconforming can be a Product or a Process that does not meets its specifications. A nonconforming process can lead to a nonconforming product. This blog discusses how Microsoft Dynamics 365 Supply Chain Management can help manufacturers… Continue Reading MihirCRM’s...

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Supplier Quality Management with Dynamics 365 F&O – part-1 Vendor On-boarding
Aug31

Supplier Quality Management with Dynamics 365 F&O – part-1 Vendor On-boarding

“In the manufacturing world anything can be outsourced except accountability” (1). Manufacturing enterprise have to adhere to regulatory and statutory guidelines as set by various global organizations like FDA or EU. Manufacturers are responsible and accountable for managing their entire supply chain.  This requires ensuring managing product compliance and safety standards from raw material… Continue Reading...

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Digital Transformation in Manufacturing using Microsoft Dynamics 365 Finance and Operations
Jul12

Digital Transformation in Manufacturing using Microsoft Dynamics 365 Finance and Operations

Technologyhas enabled digital transformation for many industries. The transformation impact has been more evident in services and service related firms. We have seen the evolution of new business models (example – Uber, Bitcoin) or new delivery and consumption channels (example – Netflix). Manufacturing firms have been typically lagging in the innovation, adoption and execution of digital… Continue Reading...

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Microsoft Dynamics 365 without code: Smart City – powered by Microsoft Dynamics 365
May25

Microsoft Dynamics 365 without code: Smart City – powered by Microsoft Dynamics 365

This is part-1 of my blog about Smart City – powered by Microsoft Dynamics 365 and describes the need for making our cities smarter. (for the purpose of this blog a citizen is anyone who lives, visits or needs services in the city) Why Smart City? Population growth  – I grew up in Mumbai (Bombay, India) and saw first hand the rapid growth in population, transportation, pollution and… Continue Reading MihirCRM’s...

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Microsoft Dynamics 365 without code: Dynamics 365 AI for Customer Service Insights
Apr06

Microsoft Dynamics 365 without code: Dynamics 365 AI for Customer Service Insights

This blog is continuation on the AI for Dynamics 365 series. Earlier I had written about Dynamics 365 AI for Sales, this blog focuses on Dynamics 365 AI for Customer Service Insights.Microsoft with its April 2019 release is introducing many new AI apps. The Dynamics 365 AI for Customer Service Insights app is currently in public preview and will be in General Availability soon.Why Customer… Continue Reading MihirCRM’s...

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Whats New in April 19′ update – Omni Channel Engagement Hub
Feb27

Whats New in April 19′ update – Omni Channel Engagement Hub

This blog is part-1 of a series of blog on what I find is new and interesting in the April-19 update of Dynamics 365 Customer Engagement.Microsoft has provided a list of updated and new features in the April 2019 update release notes. I had written earlier about the Sales AI capabilities in Dynamics 365. This blog focus is on Customer Service and specifically the very new upcoming feature… Continue Reading MihirCRM’s...

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Set-up AI for Sales with Dynamics 365 – II
Feb02

Set-up AI for Sales with Dynamics 365 – II

This is part II of my blogs on Dynamics 365 AI. In part-1 I wrote about how you can increase your Sales by using Dynamics 365 AI for Sales. This blog is about setting up AI for Sales. There may be some challenges in installing AI for Sales and I hope this blog helps you to simplify the process.Follow the steps below to set-up AI for Sales in a trial environment.1. Trial environments & licenses… Continue Reading...

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Microsoft Dynamics 365 without code: Increase Sales with Dynamics 365 AI for Sales
Jan19

Microsoft Dynamics 365 without code: Increase Sales with Dynamics 365 AI for Sales

This is part-1 of my blog series on AI with Dynamics 365. In my earlier blog I discussed about the need for systems of intelligence and how Microsoft has introduced a suite of AI apps with Dynamics 365. This blog is on Dynamics 365 AI for Sales. Enterprise clients want a healthy sales pipeline with motivated sales force. It is vital to provide all necessary tools for the sales person, to… Continue Reading Mihir Shah’s...

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Dynamics 365 AI – Systems of Intelligence
Dec01

Dynamics 365 AI – Systems of Intelligence

Microsoft has introduced a suite of AI apps with Dynamics 365. This blog talks about Apps for AI as the new systems of intelligence.Enterprise journey to intelligence -The earlier enterprise applications were called Systems of Records – This were the Operations , Accounting / finance and HR applications used to record sales transactions, do accounting and process payroll. This formed the… Continue Reading MihirCRM’s...

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Microsoft Dynamics 365 without code: Integrating Teams with Dynamics 365
Nov01

Microsoft Dynamics 365 without code: Integrating Teams with Dynamics 365

This is the 2nd part of my blog on Teams and Dynamics 365. In Part-1, I discussed about Teams and Office 365 apps. This blog will show how to integrate Dynamics 365 Customer Engagement with Teams.Teams is integrated with Office 365 Apps. Creating a team also creates a SharePoint team site and also an Office 365 group for the team, which can be accessed from Outlook. As discussed in my earlier… Continue Reading Mihir Shah’s...

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Teams in Office 365 & Dynamics 365 – Part-1
Oct30

Teams in Office 365 & Dynamics 365 – Part-1

Dynamics 365 online is part of Office 365 family of productivity and collaboration suite. It is well integrated OOTB with many other Office 365 apps such as SharePoint, One Drive, Yammer, One Note and Teams. This multi-series blog is about Teams and its integration with Office 365 Apps and Dynamics 365. Part-1 of this blog focuses on Teams and Office 365 apps.Apps in Office 365One important… Continue Reading...

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Microsoft Dynamics 365 without code: Teams in Office 365 & Dynamics 365

Dynamics 365 online is part of Office 365 family of productivity and collaboration suite. It is well integrated OOTB with many other Office 365 apps such as SharePoint, One Drive, Yammer, One Note and Teams. This multi-series blog is about Teams and its integration with Office 365 Apps and Dynamics 365. Part-1 of this blog focuses on Teams and Office 365 apps. Apps in Office 365 One… Continue Reading Mihir Shah’s Article...

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Microsoft Dynamics 365 without code: Delivering Dynamics 365
Sep07

Microsoft Dynamics 365 without code: Delivering Dynamics 365

This is part-2 of my multi series blog about Delivering Dynamics 365 online (Customer Engagement) in the Enterprise. In my earlier blog (Part-1) I have written about Enterprise Design Thinking. This blog focuses on using Agile to deliver Dynamics 365 in the enterprise. The thoughts below are from my experience in design and delivery of Microsoft Dynamics solutions for Enterprise clients… Continue Reading Mihir Shah’s...

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Microsoft Dynamics 365 without code: Dynamics 365 & Enterprise Design Thinking
Aug17

Microsoft Dynamics 365 without code: Dynamics 365 & Enterprise Design Thinking

This is part-1 of a multi series blog about Delivering Dynamics 365 online (CRM) in the Enterprise. Microsoft Dynamics is now the business application platform of choice for Enterprises who are doing Digital Transformation projects. Dynamics 365 in conjunction with Azure and Office 365 is a strategy tool that Enterprise can depend, build upon and deliver long term business growth models with… Continue Reading Mihir Shah’s...

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Approvals for Dynamics 365 using Microsoft Flow
Jun19
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What’s new in Dynamics 365 – Spring 2018 – Knowledge Management
May03

What’s new in Dynamics 365 – Spring 2018 – Knowledge Management

What’s new in Dynamics 365 – Spring 2018 – Knowledge Management Microsoft has releases its latest iteration of Dynamics 365 – Spring 2018. I had previously written about, What’s new in and Customer Service. This blog focuses on an updated / new feature – Knowledge Management. I am sure this will be a useful tool for all businesses to build a knowledge management...

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What’s new in Dynamics 365 Spring 2018 – Customer Service
Apr24
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Microsoft Dynamics 365 without code: What’s new in Dynamics 365 Spring 2018
Apr16

Microsoft Dynamics 365 without code: What’s new in Dynamics 365 Spring 2018

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Microsoft Dynamics 365 without code: Data Export Service and Dynamics 365 online
Mar20
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Enterprise deployment considerations for Power BI with Dynamics 365 online
Feb28
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Microsoft Dynamics 365 without code: Analytics using Power BI with Dynamics 365 – Part-3
Jan02

Microsoft Dynamics 365 without code: Analytics using Power BI with Dynamics 365 – Part-3

Microsoft Dynamics 365 without code: Analytics using Power BI with Dynamics 365 – Part-3Blog Syndicated with Mihir Shah’s Permission //cdn.embedly.com/widgets/platform.js

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Analytics using Power BI with Dynamics 365
Nov21
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Microsoft Dynamics 365 without code: New in Dynamics 365 v9.0

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New in Dynamics 365 v9.0 – Apps Enhancement
Oct17

New in Dynamics 365 v9.0 – Apps Enhancement

This blog is part-2 of a multi-series blog which focuses on the new enhancements to Dynamics 365 (v9.0) Customer Engagement application. The Part-2 of this blog is on Apps enhancements. You can read the Part-1 – enhancements to the User Experience here. With this release Microsoft is moving to an Apps based application development and consumption model and I get the feeling that everything is… Continue Reading...

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What’s new in Dynamics 365 v9.0 – Part-1 User Experience enhancements
Oct04
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Microsoft Dynamics 365 without code: Azure integration with Dynamics 365 – Part 2
Jul06
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Microsoft Dynamics 365 without code: Azure integration with Dynamics 365 – Part-1
Jun15
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Microsoft Dynamics 365 without code: Managing Solutions in Dynamics 365
May11

Microsoft Dynamics 365 without code: Managing Solutions in Dynamics 365

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Monitoring Dynamics 365 using Organizational Insights
Apr04
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Managing Dynamics 365 (CRM) deployments online
Mar08

Managing Dynamics 365 (CRM) deployments online

Managing Dynamics 365 (CRM) deployments onlineBlog Syndicated with Mihir Shah’s Permission //cdn.embedly.com/widgets/platform.js

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Enhance UX with custom business apps in Microsoft Dynamics 365
Dec07

Enhance UX with custom business apps in Microsoft Dynamics 365

Enhance UX with custom business apps in Microsoft Dynamics 365Blog Syndicated with Mihir Shah’s Permission //cdn.embedly.com/widgets/platform.js

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