TDGiGlobalHack Results from South Africa source
Results from the TDGiGlobalHack for Germany source
Today i was playing around with the connectors in Microsoft Flow and spotted that we can connect to Google Calendar…. This got me thinking about the possibilities. source
Something a little different here – I’m UnBoxing my MVP award – Music by The Goatboy source
TheMarkChristie sets up Resource Pools and schedules a job for that pool Dynamics CE V9.0 Field Service V8.3 source
Setting up the Woodford Client within your Microsoft Dynamics CE environment & Logging into the application Versions Dynamics 365 CE – 9.2 Field Service 8.3 Woodford 11.3 Links Woodford Dynamics Solution -https://www.resco.net/woodford/download Woodford Project File – aka.ms/fsmobile-project source
My Slide Deck from the D365 Saturday event in Dublon on the 15th of September on Administration Tips source
How to install Dynamics 365 Field Service demo data in V9 Links Download Package Field Service Demo Data Demo dataset for Microsoft Dynamics 365 for Field Service Demo Data Map Data Microsoft Dynamics 365 for Field Service and Project Service Automation sample data – Microsoft Dynamics 365 Applies to: July 2017 update for Dynamics 365 (online) To become familiar with Dynamics 365 for Field Service and Project Service Automation,...
A guide on how to install Microsoft Field Service Power BI Reports in a Dynamics 365 for Customer Engagement environment source
A guide on how to install Microsoft Field Service in a Dynamics 365 for Customer Engagement environment source
A Quick guide on how to create a Microsoft Portals page in 90 seconds – This covers using a custom entity and a brand new page source
A Quick overview on Time & Expenses Entry in Microsoft Dynamics 365 for Customer Engagement source
Dynamics 365 for Talent – Dynamics365 Satuday Presentation from Microsoft Paddington Offices on the 28th of January 2018 source
My Presentation from Microsoft Paddington Offices on the 27th of January 2018 source
A Quick guide on using Jonas Rapps Auto Numbering Solution from the #XRMToolbox source
A couple of little notes before we get into this blog – I’ve been doing them on the Microsoft Community site now for nearly a year and we have just passed 27,500 views which for a little guy from the middle of nowhere in Scotland is surreal but I’ve been quiet recently doing some revision for the Dynamics 365 Customisation and Configuration (MB2-716) exam. The exam itself concentrates a lot on Solution Management...
Duplication Detection is great when you remember it. I’ll be the first to hold my hands up and say its one of the last things I think about because it was so hidden away. Well now we don’t have that as an excuse. In Dynamics 365 release 8.2 when you create the rules they will be available to run directly on the view for your entity. I have created a video guide on setting up and using it here If you want a quick guide lets...
In the latest 8.2 release you can now run your duplication detection rules directly on your entity view – here is how to set it up and use Social Media Website – www.themarkchristie.co.uk Twitter – twitter.com/themarkchristie source
Have you ever wanted to know what fields on your forms are being used? Been asked to make forms easier to use based on usage? Well the Attribute Usage Indicator will tell you what fields are being used and by what % – Here is a guide on how to get that information quickly Checkout my Website – www.themarkchristie.co.uk and also XRMToolBox – http://www.xrmtoolbox.com/ source
A Quick video guide on using the Metadata Document Manager plugin for XRMToolBox with Dynamics 365 Find my Blogs and posts on www.themarkchristie.co.uk you can find XRMToolbox on http://www.xrmtoolbox.com/ source
A Quick video guide on using the Iconator plugin for XRMToolBox with Dynamics 365 Find my Blogs and posts on www.themarkchristie.co.uk you can find XRMToolbox on http://www.xrmtoolbox.com/ source
So last night in the airport (With Limited Wifi) I was having a look at Power Bi within Dynamics 365 CRM and have noticed a few new features that I have not seen before I am running Dynamics 365 Sales 8.2 in this instance. I have already enabled the Power Bi to CRM integration and brought in Some tiles from a Power Bi Dashboard. All is well and good with the world, I can have a mix of Power Bi tiles and CRM Lists or charts. But as I...
Another new feature in Dynamics365 8.2 release is the ability to add entities to the scheduling engine. This is a very good feature if you have multiple streams that need scheduling. This is a great enhancement if you are already using Project Services or Field Services There are some prerequisites for enabling your entity for the schedule board. The main one is the Booking Field Status If it is left blank it will use the Resource...
With the latest 8.2 Release of Dynamics 365 Microsoft have introduced the ability to Filter and Sort your activities on any entity. This short Video will describe the process (Please visit the…(read more) Continue Reading TheMarkChristie’s Article on their blog
In the Dynamics 365 8.2 Release Microsoft added functionality to allow users to sort and filter their activities, In this video we show how to configure these items source
With the December 2016 CRM update (8.2) for Dynamics 365 on the horizon there are a few Activities/Social Pane enhancements are about to be released. Today i will cover setting up Roll Up Activities, Filtering & Sorting 1) Find the Entity that you need and create a relationship 2) We set the the entities required and the “Type of Behaviour” Will be Referential with the new “Rollup View” to Cascade All 3)...
A Current limitation to Field Service and ISH are not able to fully integrate as Bookable Resource Bookings cannot be displayed on ISH There is currently an Idea open on the portal so if you get the chance and agree can you upvote it https://crmideas.dynamics.com/ideas/dynamics-crm/ID0000608 Continue Reading TheMarkChristie’s Article on their blog
We are talking roughly 3650 days since i was first asked by a customer for this sort of functionality it is finally here in Dynamics 365 (CRM) Had a user who only wants to work in excel and won’t adopt CRM? Want a quick edit without opening any other windows or tabs? Well here it is – Editable Grids and my quick setup overview 1) Go into your Solution and select the entity you want to use this on, then Controls 2) Select...
The Final Countdown So it’s the last update of CRM 2011 This is a strange time as 2011 is the version of CRM that I really cut my teeth on – Here is the list of what has been fixed · Link entity limit is reached when saving a view from a CRM for Outlook Client on Update Rollup 17, or higher. · Poor performance is experienced when using Find Available Times. · Custom Reports do not run until after an IIS reset is...
In Dynamics 365 CRM sometimes there is a requirement to hold multiple addresses against an Account/Contact/Etc I would recommend using the address entity for this, Some people may miss this as it is not on the navigation bar as standard so here is a quick once over on how to add and use it 1) Open your solution and edit the Account form, Select Navigation and then double click addresses – Then “Save & Publish” 2)...