MB 210: Microsoft Dynamics 365 for Sales – Business Process Flows
Aug11

MB 210: Microsoft Dynamics 365 for Sales – Business Process Flows

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around business process flows. You will see that business process flows are mentioned in the skills measured statement within the section headed… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Sales Security Roles
Aug05

MB 210: Microsoft Dynamics 365 for Sales – Sales Security Roles

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales security roles. You will see that security roles are mentioned in the skills measured statement within the section headed “Perform… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Four – Sales Insights)
Aug04

MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Four – Sales Insights)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales insights. You will see that sales insights are mentioned in the skills measured statement within the section headed “Perform… Continue Reading Neil...

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USD – Associated Views (Unified Interface)
Jul18

USD – Associated Views (Unified Interface)

I am currently VERY hard at work preparing training material for three courses I’ll be delivering in Australia in August. During my preparation I realised that the logic for displaying associated views in Unified Service Desk was different between the Classic web interface of Dynamics 365 and the newer Unified Interface. In this post I will document how to display an associated view using USD… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Three – Auto Capture)
Jul17

MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Three – Auto Capture)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales insights. You will see that sales insights are mentioned in the skills measured statement within the section headed “Perform… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Two – Email Engagement)
Jul15

MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part Two – Email Engagement)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales insights. You will see that sales insights are mentioned in the skills measured statement within the section headed “Perform… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part One – Assistant)
Jul14

MB 210: Microsoft Dynamics 365 for Sales – Sales Insights (Part One – Assistant)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales insights. You will see that sales insights are mentioned in the skills measured statement within the section headed “Perform… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Word Templates
Jul07

MB 210: Microsoft Dynamics 365 for Sales – Word Templates

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around Word templates. Below you can see an extract from the skills measured statement for the MB 210 exam. Notice that it says “create a template… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Competitors
Jul07

MB 210: Microsoft Dynamics 365 for Sales – Competitors

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around competitors. Below you can see the skills measured statement that refers to the managing sales entities, within that you can see a reference… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Invoices
Jul07

MB 210: Microsoft Dynamics 365 for Sales – Invoices

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales invoices. Below you can see the skills measured statement that refers to the managing sales entities, with invoices being one of the… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Orders
Jul05

MB 210: Microsoft Dynamics 365 for Sales – Orders

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around sales orders. Below you can see the skills measured statement that refers to the managing sales entities, with sales orders being one of the… Continue Reading Neil...

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D365UG Birmingham – July 2019
Jun28

D365UG Birmingham – July 2019

Our next D365UG meeting in Birmingham is planned for July 17th …. Please come and join the fun. We’ll be at our now regular venue of the Wesleyan Building. The presentations will start at 7pm but we encourage you to arrive early between 6pm and 6:30pm. As you can then join us for some fantastic networking time and most importantly our famous free buffet! Networking and amazing free food are… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Quotes
Jun27

MB 210: Microsoft Dynamics 365 for Sales – Quotes

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around quotes. Below you can see the skills measured statement that refers to quotes. You can see that quotes are referenced under “manage sales… Continue Reading Neil...

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USD and Omni-channel Engagement Hub – Australia
Jun26

USD and Omni-channel Engagement Hub – Australia

Are you interested in Microsoft’s Unified Service Desk for Dynamics 365 or the brand-new Omni-channel Engagement Hub? Are you in or able to get to Australia in August? Then this post is for you … I have teamed up with fellow MVP and Australian Dynamics 365 superstar Neil Benson to host three USD master classes at various Microsoft offices across Australia. Including Sydney, Brisbane and… Continue Reading Neil...

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MB 210: Microsoft Dynamics 365 for Sales – Opportunity Management
May28

MB 210: Microsoft Dynamics 365 for Sales – Opportunity Management

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around lead management. You can see the skills measured statement that relates to opportunity management below. It is important to note that… Continue Reading Neil Parkhurst’s...

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The Omni-channel Engagement Hub, Video Demo
May23

The Omni-channel Engagement Hub, Video Demo

I recently gave a presentation at 365 Saturday in Amsterdam, in which I showed a detailed demonstration of Microsoft’s new Omni-channel Engagement Hub. Several people have asked me to record the demonstration … so here it is! I hope this video gives you a good overview of The Omni-channel Engagement Hub and inspires you to want to try it …. Like this:Like Loading… May 23, 2019… Continue Reading Neil Parkhurst’s...

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Introducing – The Omni-channel Engagement Hub
May17

Introducing – The Omni-channel Engagement Hub

I am currently sat in a very nice Aspire lounge at Birmingham airport waiting for my KLM flight to Holland. I’m off to Amsterdam to give a presentation for 365 Saturday on the new Omni-Channel Engagement Hub. Being new you may have many questions about this latest feature in Dynamics 365. In this post I will try to address many of the most obvious questions … I’ve been working with a… Continue Reading Neil Parkhurst’s...

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Universal Resource Scheduling | Microsoft Dynamics 365 and Unified Service Desk
May11

Universal Resource Scheduling | Microsoft Dynamics 365 and Unified Service Desk

I have commonly used the schedule board with Dynamics 365 Field Service or Project Service to schedule work orders or project tasks. But recently I’ve had a couple of requirements to schedule custom entities. This is possible using Universal Resource Scheduling. (URS) In this post I’ll explain my initial experiments with URS, if you are considering making use of URS then hopefully the… Continue Reading Neil Parkhurst’s...

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USD – SetReplacementParameter | Microsoft Dynamics 365 and Unified Service Desk
Apr29

USD – SetReplacementParameter | Microsoft Dynamics 365 and Unified Service Desk

I love it when I find something new in Unified Service Desk! I recently spotted an action I’d not used before whilst experimenting with USD v4.1. SetReplacementParameter. But what does this action do and why would you want to use it? Often in my USD configuration I find the need to store variables as replacement parameters. Commonly the values are specific to my current active session, in… Continue Reading Neil Parkhurst’s...

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MB 210: Microsoft Dynamics 365 for Sales – Lead Management
Apr23

MB 210: Microsoft Dynamics 365 for Sales – Lead Management

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around Leads. You will see that Leads are references in the skills measured statement within the section headed “Manage Core Sales… Continue Reading Neil Parkhurst’s Article on...

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Microsoft Forms Pro – First look
Apr19

Microsoft Forms Pro – First look

I have recently started to experiment with Forms Pro, in this post I will explain my initial tests and provide a few observations on my opinions so far. Spoiler alert … I like Forms Pro. Ok, it has a couple of rough edges, but it is a preview feature! For a preview I think its excellent and one I recommend you try. In case you don’t know Forms Pro is Microsoft’s new survey tool that… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Technical Guide, Release History (2_0_0_3)
Apr14

The USD Accelerator – Technical Guide, Release History (2_0_0_3)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. This post will highlight the enhancements and bug fixes released in version 2_0_0_3 of The USD Accelerator. Several of the new features and bug fixes will have been created because of feedback received from people using The USD Accelerator. I’d like to express a big thank you… Continue Reading Neil Parkhurst’s...

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USD – Browser Choice | Microsoft Dynamics 365 and Unified Service Desk
Apr02

USD – Browser Choice | Microsoft Dynamics 365 and Unified Service Desk

All browsers are pretty much the same thing, right??? The actual answer to this question is a resounding no! When working with Microsoft’s Unified Service Desk (USD) selecting the “correct” browser for your hosting type can make the difference between a solution that’s fit for purpose and one that is slow and unreliable. Or put another way, your browser choice can be the difference… Continue Reading Neil Parkhurst’s...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Discount Lists)
Mar29

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Discount Lists)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around discount lists. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the… Continue Reading Neil Parkhurst’s...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Price Lists)
Mar29

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Price Lists)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around price lists. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the product… Continue Reading Neil Parkhurst’s...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Suggestions / Relationships)
Mar29

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Suggestions / Relationships)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around product suggestions. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the… Continue Reading Neil Parkhurst’s...

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MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Bundles)
Mar15

MB 210: Microsoft Dynamics 365 for Sales – Product Catalog (Bundles)

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around product bundles. Below you can see the skills measured statement that refers to the product catalog. From this we can learn that the… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Events (Part One)
Jan27

MB2-719 Certification: Dynamics 365 for Marketing – Events (Part One)

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will look at events. From the extract of the skills measured statement below you can see that events (and webinars) make up an important section of the… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Customer Journeys
Jan27

MB2-719 Certification: Dynamics 365 for Marketing – Customer Journeys

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll review customer journeys. You can see the skills measured statement for customer journeys below. They are a key part of the MB2-719 exam and I would… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Marketing Emails
Jan18

MB2-719 Certification: Dynamics 365 for Marketing – Marketing Emails

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll review marketing emails. The skills measured statement connected with marketing emails is shown below, I guess it is no surprise that marketing emails… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Full demo
Jan15

The USD Accelerator – Full demo

I have been meaning to post a comprehensive demo of The USD Accelerator for some time! And I have finally done it. You can see The USD Accelerator in action in this video! If you don’t know The USD Accelerator is my pre-configured USD system that is designed to help people get up and running with Unified Service Desk quicker. You can read all about The USD Accelerator and download it for… Continue Reading Neil Parkhurst’s...

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D365UG Birmingham – February 2019
Jan12

D365UG Birmingham – February 2019

At D365UG’s Birmingham HQ we are busy planning our first event of 2019 and its going to be a cracker! Date: 6th Feb Time: A buffet is available from 6:30pm, presentations kick-off at 7pm and we’ll finish around 9pm. If you haven’t already registered you can do so here (on crmug.com) or here (on meetup.com). Its free to attend and everyone interested in Dynamics 365 is welcome. The… Continue Reading Neil Parkhurst’s Article...

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MB2-719 Certification: Dynamics 365 for Marketing – Lead Scoring
Jan03

MB2-719 Certification: Dynamics 365 for Marketing – Lead Scoring

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts around lead scoring. The section of the skills measured statement that mentions leads is shown below. Up-to 15% of the exam… Continue Reading Neil Parkhurst’s...

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New Year’s Eve – 2018
Dec31

New Year’s Eve – 2018

This post is about Brexit, Dynamics 365, leopards and my 2018! Its New Year’s Eve so we’re about to launch into 2019 …. what better time to reflect on the year that has just gone?? They say a week in politics is a long time! Therefore in political terms this year has been 52 very very long weeks. (At least for anyone connected with UK politics!!) I’m not about to try to make a… Continue Reading Neil Parkhurst’s Article on...

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MB2-719 Certification: Dynamics 365 for Marketing – Lead Management
Dec30

MB2-719 Certification: Dynamics 365 for Marketing – Lead Management

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone preparing for this exam. In this post I’ll look at the basic concepts around lead management. The section of the skills measured statement that mentions leads is shown below. Up to 15% of the exam… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Forward to a Friend
Dec29

MB2-719 Certification: Dynamics 365 for Marketing – Forward to a Friend

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. In this post I will explain the forward to a friend feature. You can see an extract from the skills measured… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Technical Guide, Release History (2_0_0_2)
Dec24

The USD Accelerator – Technical Guide, Release History (2_0_0_2)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. This post will highlight the enhancements and bug fixes released in version 2_0_0_2 of The USD Accelerator for UCI. Several of the new features and bug fixes will have been created because of feedback received from people using The USD Accelerator. I’d like to express a big… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Marketing Pages
Dec19

MB2-719 Certification: Dynamics 365 for Marketing – Marketing Pages

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will look at Marketing Pages. You can see in the skills measured statement that upto 15% of the exam will focus on marketing forms and marketing pages. In… Continue Reading Neil...

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MB2-719 Certification: Dynamics 365 for Marketing – Marketing Forms
Dec18

MB2-719 Certification: Dynamics 365 for Marketing – Marketing Forms

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will look at Marketing Forms. You can see in the skills measured statement that upto 15% of the exam will focus on marketing forms and marketing pages. I… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Subscription Centers
Dec12

MB2-719 Certification: Dynamics 365 for Marketing – Subscription Centers

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to explain concept around subscription centers. You can see… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Technical Guide, Release History (2_0_0_1)
Nov10

The USD Accelerator – Technical Guide, Release History (2_0_0_1)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. It comes in two version, one supporting the traditional Dynamics 365 web client and one for the newer Unified Client Interface (UCI). This post will highlight the enhancements and bug fixes released in version 2_0_0_1 of The USD Accelerator for UCI. Note: Whilst I am currently… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Technical Guide, Release History (1_0_0_10)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. It comes in two version, one supporting the traditional Dynamics 365 web client and one for the newer Unified Client Interface (UCI). This post will highlight the enhancements and bug fixes released in version 1_0_0_10 of The USD Accelerator for Dynamics 365 web client. You can… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Global Search
Nov02

MB2-717 Certification: (Microsoft Dynamics for Sales) – Global Search

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. This time I will cover the various search options. You can see an extra of the skills measured statement below. This references the need to under using views and global searches.

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Fiscal Periods

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. This time I will look at fiscal periods. You can see below that fiscal periods are mentioned in the “manage goals” section of the skills measured statement; When reporting… Continue Reading Neil Parkhurst’s...

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D365UG / CRMUG Birmingham – November Meeting
Oct17

D365UG / CRMUG Birmingham – November Meeting

With so much happening in the Dynamics 365 world attending user groups has never been so important. Why not join us in Birmingham to see how meeting likeminded people can enhance your CRM journey. REGISTER NOW You can register here on D365UG / CRMUG or here on meetup.com. DATE / VENUE Our next D365UG meeting in Birmingham will be on Wednesday 28th November from 6:30-9:00pm. The Wesleyan… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – UCI Version
Oct16

The USD Accelerator – UCI Version

As time progresses I plan to add enhancements, performance improvements and bug fixes into The USD Accelerator …. with this in mind I have just released a version that works with Microsoft’s new Unified Client Interface (UCI). Hopefully you know that UCI is Microsoft’s latest interface for Dynamics 365. And will eventually become a replacement for the web client that we have been… Continue Reading Neil Parkhurst’s Article...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Help
Oct15

MB2-717 Certification: (Microsoft Dynamics for Sales) – Help

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will explain how to access help. Below you can see that the help center is specifically mentioned in the stills measured; Help might not seem like a large topic!… Continue Reading Neil Parkhurst’s...

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USD – Crashing (Multiple Tokens)
Oct13

USD – Crashing (Multiple Tokens)

I have seen this issue a couple of times and decided to blog about the solution …. The problem is that Unified Service Desk fails to load. The symptoms of this problem are that Unified Service Desk starts to load but then suddenly dies. No error message is given (at least not visibly). There is however an error reported in log files. To find you log files navigate to “%appdata%” in… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup
Oct12

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will explain how to configure email. You can see an extract from the MB2-717 skills measured statement which mentions email. Using email to manage your customer… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email templates
Oct11

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email templates

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on email templates. Email templates allow us to quickly create standardised messages. These are often used for common messages including welcome… Continue Reading Neil Parkhurst’s...

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