Personal Development Journal 01st November 2019 – YouTube
In this weeks journal, I discuss the following – SHANARRI – https://www.twinkl.co.uk/teaching-wiki/shanarri Agile Requirments Foundation – https://www.linkedin.com/learning/agile-requirements-foundations/ Radical Candor by Kim Scott – https://www.radicalcandor.com/the-book/ Master the Fundamentals of AI and Machne Learning...
Personal Development Journal 01st November 2019
References – SHANARRI – https://www.twinkl.co.uk/teaching-wiki/shanarri Agile Requirments Foundation – https://www.linkedin.com/learning/agile-requirements-foundations/ Radical Candor by Kim Scott – https://www.radicalcandor.com/the-book/ Master the Fundamentals of AI and Machine Learning -https://www.linkedin.com/learning/paths/master-the-fundamentals-of-ai-and-machine-learning MB-230...
Canvas Apps Revision: Enhancing the Edit Form and Editing Data Cards – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. This episode revises the concepts covered in episodes 002 and 003. We add and resize some fields on...
Canvas Apps 008: Editing Data Cards and Enhancing the Edit Form
This episode revises the concepts covered in episodes 002 and 003. We add and resize some fields on the edit form that was generated by our #CDS template, add some icons and an if statement to lock the Est. Revenue field based on the value of another field. Continue Reading Paddy Byrne’s Article on their blog Canvas Apps 008: Editing Data Cards and Enhancing the Edit Form – Freefall 365 This episode revises the concepts...
Personal Development Journal 18th October 2019
Trying to start these back up again and changed the format a bit so that they don’t take as long to view or create. Steps I took to learn this week – Requirements Elicitation and Analysis – https://www.linkedin.com/learning/requirements-elicitation-and-analysisContinued to document the build of my Easy Opportunities Manager canvas app What steps will I take next week – Prepare an AI Builder...
Personal Development Journal – 18th October 2019 – YouTube
Learning this Week – – LinkedIn Learning: Requirements Elicitation and Analysis – https://www.linkedin.com/learning/requirements-elicitation-and-analysis Next … source
Content Creation: Making a Frame for Videos Using Camtasia and Paint.Net.
In this video, I demonstrate how I use Camtasia and Paint.Net to create a frame for my tutorial videos. Continue Reading Paddy Byrne’s Article on their blog Content Creation: Making a Frame for Videos Using Camtasia and Paint.Net. – Freefall 365 Miscellaneous Paddy Byrne powerplatform, mobile apps, dynamics 365, Microsoft, cds, common data service, sales, opportunitt, powerapps, canvas apps, engagement, customer,...
Creating a Frame for your Video Using Camtasia and Paint.Net – YouTube
In this video, I demonstrate how I use Camtasia and Paint.Net to create a frame for my tutorial videos. source
Canvas Apps 007: Launching Dynamics 365 Customer Engagement Record.
In this video, I add a toolbar to the Easy Opportunities Management canvas app and on the toolbar is an icon. When we press it, it opens up the selected opportunity record in the Dynamics 365 for Sales app. Before I add this functionality, I move some controls from the detail screen to the edit screen before deleting the detail screen. New concepts in this video include – Grouping… Continue Reading Paddy Byrne’s...
Canvas Apps: Launching Dynamics 365 for Customer Engagement Record. – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In this video, I add a toolbar to the Easy Opportunities Management canvas app and on the toolbar...
Fun with AI Builder, Classic CRM Books and Canvas Apps – YouTube
I found a few of my very first Microsoft Dynamics CRM books while clearing some old stuff out. I remember how passionate and inspired they made me feel when I first bought each one of them. I wanted to put them to good use, and so I used that spark of motivation to have some fun with the new PowerPlatform AI Builder, and canvas apps. So, I built a simple app that when the AI Builder control identifies one of the books, it displays an...
Canvas Apps: Creating a Prompt & Response Dialog/Popup – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In this video, I demonstrate how to add a prompt & response dialog to the ‘Easy...
Canvas Apps: Overview of Controls in the CDS Template Toolbar – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In episode 005, I explore the CDS template in more detail. I look at the controls in the header of...
Personal Development Journal 03rd September 2019 – YouTube
In this journal, I reflect on the past 3 weeks. Including Scrum, user mapping, negotiation skills, and trying hard to engage in the community. I complain about losing momentum and my sore shoulder. source
Canvas Apps: Sorting, Searching and Filtering CDS Gallery by Status and Owner – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. This video demonstrates how to sort, search, and filter our gallery of opportunities. We will be...
Canvas Apps: Display CDS Owner Field. Conditional if Statement and Polymorphic Lookups – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In the third episode of ‘Freefalling Through… Canvas Apps’ I add the opportunity...
Canvas Apps: CDS Gallery Items, Related Entities, Formatting Currency. – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In the second episode of Freefalling Through… Canvas Apps I add some relevance to the list of...
Personal Development Journal – 09th August 2019 – YouTube
I’m going to try and do these wee informal journal videos every two weeks. They will be rough edits providing a quick overview of what I’ve been doing to enhance and develop my mental and physical health while learning new skills. Recently (amongst other things), I’ve continued to learn from Mark Smith’s 90 Day Mentoring Challenge, Dug deeper into Scrum using Neil Benson’s Scrum for Dynamics course and...
Canvas Apps: Create from Template, Connect to CDS, Preview, Launch on Device – YouTube
This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. Exercise files, including required data, apps at the start and end of the build are available here...
Quickly Formating Dynamics 365 Document Templates – YouTube
In this ‘Quick Tip’ video I will demonstrate how you can quickly format a document template generated by Dynamics 365 for Customer Engagement. We do this by creating a template usig the file suplied to us and then changing the template of you document template form the Developer tab. Background music: http://www.bensound.com/royalty-free-music source
Getting Dynamics 365 Data into Power BI – YouTube
In this video I demonstrate how to connect to Dynamics 365 for Customer Engagement from Power BI and how to pull some Dynamics 365 data into our data model. To do this I use the an Xrm ToolBox plugin named Power Query (M) Builder. A huge thankyou goes out to the developers of this tool as it has saved me many hours of work. Power Query (M) Builder Create Power Query (M) scripts for Dynamics 365 and Power BI 20190423-Inclusion of all...
Voice of the Customer Overview / Demo – Dynamics 365 – YouTube
This is an overview of the ‘Voice of the Customer’ solution available in Microsoft Dynamics 365. source
Create a Repeating List of Child Records on a Word Template (1:N) Example: Products on a Quote – YouTube
This video shows you how to find and add the correct relationship to your Word Template so that you can add fields from child records and create a repeating list on your template (1:N Relationship) source
MS CRM Word Templates – Adding Fields from a Parent Record (N:1) – YouTube
This video shows you how to find and add the correct relationship to your Word Template so that you can add fields from a parent record (N:1 Relationship) source
Enabling the Developer Tab in Microsoft Word – YouTube
This is a quick training video which shows how to enable to Developer tab in Microsoft Word. Once enabled, you can use this tab to access the XML Mappings … source