Managing D365 Security Roles via PowerApps
Hi Readers and Viewers In this video, we will look at D365 Users and security roles in Canvas App. Following… Continue Reading Prashant Shukla’s Article on their blog Managing D365 Security Roles via PowerApps Hi Readers and Viewers In this video, we will look at D365 Users and security roles in Canvas App. Following are some key features of the app: See list of users See list of security roles Assign security role to a...
3 Resources That Can Increase Business for Microsoft Partners
3 Resources That Can Increase Business for Microsoft Partners By GENNA JOUDREY Being a Microsoft partner is a rewarding, yet… Continue Reading Genna Joudrey’s Article on their blog https://dynamicconsultantsgroup.com/blog/3-resources-that-can-increase-business-for-microsoft-partners/ Blog Syndicated with Genna Joudrey’s Permission
D365UG Summit – will be awesome!
The yearly CRMUG or D365UG Summit is here! Nowdays it is colocated with eXtreme365 which is a partner event. I was planned to present 4 sessions (panels and presentations) for D365UG but as I am writing this on the second day of eXtreme365 I happend to cover for a speaker yesterday that… Continue Reading gustaf’s Article on their blog D365UG Summit – will be awesome! The yearly CRMUG or D365UG Summit is here! Nowdays...
Customize Opportunity Close Dialog Box
After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text… Continue Reading Dian...
Capitalise your lead and contacts names consistently in CDS
Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data integrations Manual user…(read more) Continue Reading Bruce Bee’s Article on their blog Capitalise your lead and contacts names consistently in CDS Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some...
New features of Visual Studio 2019 – Code Clean up, Faster Debugging, Refactoring, Live Share
Earlier we covered below features Intellicode Search Experience Export / Import Configuration Settings Let us have a look at the other new features, that are now part of Visual Studio 2019 (couple of features were available with VS 2017 as marketplace extension earlier) Health Indicators à With Health Indicators, which can be found at the … Continue reading “New features of Visual Studio 2019… Continue Reading...
Dynamics 365 Portal – Authentication Deep Dive (Part 4) – Tips & Tricks
Finally, after quite hectic months with all big events are happening in Melbourne, Australia & Globally (Dynamics 365 Saturday, UG Summit and Global Hackathon), I’m going to finalise this series of authentication with Dynamics 365 Portal or should we call it PowerApps Portal now So, without further ado, here are some tips & tricks in authentication implementation for Dynamics 365 portal: Set… Continue Reading Andre...
How To Handle Large Datasets in CRM
How To Handle Large Datasets in CRM By BEN CAMPBELL-BRADLEY Recently, I was asked by a client to come up with a solution to a
Convert Quote to PDF using Inbuilt Functions
If you read my blog or if we have met, I’ve probably told you about my love of Word Templates. I think they are brilliant and I’ve deployed them numerous times for customers. One of the requests I get a lot is to convert quotes, invoices or any other Word Templates to PDF. I’ve written about how to do this using Flow and OneDrive’s Convert to PDF action.Quietly, a few months ago, an… Continue Reading Matt Collins’s...
PowerApps for Business Users & Consultants: Episode 6- Embedding Canvas App in Model Driven App
Hi Readers and Viewers In this episode, we are going to look at, How to embed a canvas app into… Continue Reading Prashant Shukla’s Article on their blog PowerApps for Business Users & Consultants: Episode 6- Embedding Canvas App in Model Driven App Hi Readers and Viewers In this episode, we are going to look at, How to embed a canvas app into a model driven app. We talk about the following limitations: One canvas app...
Dealing with “FailoverGroupCreateOrUpdateRequestReadOnlyPropertyModified” Errors in a Azure Resource Manager Template Deployments
Azure Resource Manager templates have been a regularly discussed feature on the blog, perhaps reflecting the experiences and issues I have had working with them over the past year. For example, we’ve seen: How to perform pre-deployment validation of your templates, to ensure they are valid and any issues are resolved as part of your continuous integration (CI) process. Some of the pitfalls… Continue Reading The CRM...
Power Platform 24 Video recordings
Last month xRMVirtual User Group conducted Power Platform 24, which was a virtual conference focused on the Power Platform and Dynamics 365. In 24 hours, presenters from various parts of the word presented sessions. My presentation was ‘Accessibility’ for D365 & PowerApp Projects. It was a great event thank you Julie Yack, David Yack, Joel Lindstrom, Beth Burrell, Sarah Jelinek, Jim…...
USD and Virtual Agents
Virtual Agents for customer service are currently a Dynamics 365 preview feature, you can use them to quickly build BOTs using a no code approach. These BOTs can “obviously” then be consumed from your external facing website. But I had an idea to use my BOT internally to help contact center agents deal with customer queries in a smarter manner. This meant I wanted to integrated a Virtual Agent… Continue Reading Neil...
How I use ClickDimensions to Manage my Live Chat Events!
As a Pre-Sales Consultant for ClickDimensions, I believe it’s important for me to have hands on, real world experience with the product I advocate for. To do this, I decided to use the ClickDimensions platform to register and send out emails on my latest Live Chat event. The scenario looks like this: Use ClickDimensions Social Posting to encourage people to register for my eventUse a… Continue Reading TattooedCRMGirl’s...
Get ready for the Tampa Community Connect: October 26, 2019
Join Me, Greg Leonardo and a host of local MVP talent at the Tampa Community Connect Event, coming October 26, 2019! It’s a Saturday event where you can come and learn about Azure, Dynamics 365, PowerApps and a ton of development classes like Cosmos DB, Azure DevOps just to name a few! Register at the link below! You can sign up here. https://tampacc.org/ Continue Reading Christopher Cognetta’s Article on their blog Get...
Microsoft Business Applications October Virtual Launch Event
When? The Microsoft Business Applications October Virtual Launch Event took place yesterday 10/10/2019. What? It was all to do with the new features and products coming as part of 2019 Wave 2, previously known as the October release. It…(read more) Continue Reading d_radulova’s Article on their blog Microsoft Business Applications October Virtual Launch When? The Microsoft Business Applications October Virtual...
How to Incorporate AI into Your Business Through Azure
How to Incorporate AI into Your Business Through Azure By GENNA JOUDREY AI is all around you. You may not see it, or hear it, but… Continue Reading Genna Joudrey’s Article on their blog How to Incorporate AI into Your Business Through Azure | Dynamic Consultants Group Azure AI, a set of services build on Microsoft’s innovation, has been integrated into Dynamics 365 and the Power Platform. Blog Syndicated with Genna...
D365 Saturday Washington, DC 2019 Takeaways
Check out this All-Star crew of speakers for #D365SatDC! I can’t believe it’s almost been a month since D365 Saturday in Washington, DC! This was a great event packed with amazing speakers and lots of great networking. I wanted to share some of my takeaways about the sessions I attended and what I learned. To get started, you can check out some photos and videos of the event! I have… Continue Reading Kylie...
Out-of-the-box hierarchical relationship on the Territory entity
With release wave 2 we now have out-of-the-box hierarchical relationship on the Territory entity. The Parent (Territory) field has been available for a while, but it’s hidden on the form by default. So if we unhide the Parent field it will become available. Now we can create a Territory hierarchy. The Sub-territories are shown in a tab on the Parent territory record.
Mental Health In Consultancy
So right from the start lets get out a term that we cannot talk about “Mental Health” and maybe more taboo “Mens Mental Health”. There we go we can breathe a little. What Is Depression? Depression is a common and serious medical illness that negatively affects how you feel, the way you think and how you act. Fortunately, it is also treatable. After working as consultant for over 10 years i have found that you can be working an 18 hour...
How to send ClickDimensions Emails using Microsoft Flow
In this blog post, we will explore how to send ClickDimensions emails via Microsoft flow. Because ClickDimensions is native to Dynamics: Customer Engagement, we can utilize the Common Data Service actions and triggers to send ClickDimensions Emails. To start, we’ll need to determine what triggers the sending of the email. In later blog posts we’ll explore this in more detail. Once… Continue Reading TattooedCRMGirl’s...
Why attend (CRM)User Group Summit 2019
Next week is the D365UG/CRMUG Summit in Orlando and I wanted to write an article describing why it would be wise for you to attend this event. In case you haven’t heard of the user group summit, this is an annual conference and its also one of the largest events for Dynamics 365 users and professionals. Each year the conference is being held at a different location, and this year it will… Continue Reading Dian...
Managed solutions Update vs Upgrade vs Stage
I haven’t touchet managed solutions for quite some time, so importing a managed solution recently surprised me:) This article is not explaining the differences in detail, but I wanted to make sure you knew there is a difference between upgrade and update. I don’t understand why Microsoft insist on recommented the way they do. I feel you need to know the project before this is a… Continue Reading Thomas...
Video: Patient Management App
Hi Readers As promised a few weeks ago, here’s the demo of Patient Management App. Refer the blog here, if… Continue Reading Prashant Shukla’s Article on their blog Video: Patient Management App Hi Readers As promised a few weeks ago, here’s the demo of Patient Management App. https://youtu.be/QL6vJanEAO0 Refer the blog here, if you prefer reading: https://diyd365.com/2019/09/11/patient-management-app/ Hope it...
Create view: Active Contacts in My State
Microsoft Dynamics 365 Customer Engagement and Common Data Service offer us the querying language FetchXML to retrieve data. Since this is the language used for views saved in the system, we can use FetchXML Builder for XrmToolBox to alter the features of views beyond what is possible using platform features, without making them unsupported. I recently got a question from Mike if it would… Continue Reading Jonas Rapp’s...
How to Turn Prospects into Engaged Customers with Dynamics 365
How to Turn Prospects into Engaged Customers with Dynamics 365 By SAMANTHA LEMM There are fundamental changes happening across the… Continue Reading Samantha Lemm’s Article on their blog https://dynamicconsultantsgroup.com/blog/how-to-turn-prospects-into-engaged-customers-with-dynamics-365/ Blog Syndicated with Samantha Lemm’s...
Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates
And as we continue to ride on the Wave 2 October release features of the D365 for Sales, here’s a much anticipated feature Salespeople have been asking for. The ability to send Quotes as PDF (derived from Word Templates) right from the Quote itself. At the time of this blog, I had enabled the Wave 2 Updates on the trial instance. Kindly try the same in your Sandbox instance first. If you’re… Continue Reading...
Social Media on D365 Marketing
Hello Marketing people, Social Media is the chat for today. Social media channels D365 currently has integration with LinkedIn, Twitter and Facebook, which means you can post to all 3 of them directly from your CRM. Where do we st…(read more) Continue Reading d_radulova’s Article on their blog Social Media D365 Marketing Hello Marketing people, Social Media is the chat for today. Social media channels...
Nested Grids in Dynamics 365
I came across this little gem when I was playing around with subgrids in Dynamics 365. We all know we can use subgrids to show related records on a form. For example contact related to an account or opportunities related to an account. In my Dynamics 365 instance, I put the out of the box contact field (parentcontactid) on the opportunity record so users can see the individual at the client… Continue Reading Dian Taylor’s...
Send Reminder When Survey Response Not Received
If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t replied to your original request? Let’s take a look at a Microsoft Flow to achieve this…. Continue Reading Megan V....
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Charts
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around charts. In the skills measured statement (shown below) under the heading “manage user experience design”, you will see a reference to charts. Charts can be essential to help us… Continue Reading Neil...
4 Key Areas Updated in Microsoft Dynamics 365 Release Wave 2
4 Key Areas Updated in Microsoft Dynamics 365 Release Wave 2 By GENNA JOUDREY Last week, hundreds of feature updates and… Continue Reading Genna Joudrey’s Article on their blog https://dynamicconsultantsgroup.com/blog/4-key-areas-updated-in-microsoft-dynamics-365-release-wave/ Blog Syndicated with Genna Joudrey’s Permission
Bridge the gap between your team and a successful Marketing Training Session – Dynamics 365 for Marketing
As a marketing manager you've just spent months implementing a new system. With the project wrapping up, it's time for training. Don't let a simple lack of planning, let you down.(read more) Continue Reading d_radulova’s Article on their blog Dynamics 365 Marketing Training As a marketing manager you’ve just spent months implementing a new system. With the project wrapping up, it’s time for training....
Let AI check the spam score of your emails – Preview Feature – Dynamics 365 for Marketing with an AI twist
It doesn't get much worse than spending hours, if not days, crafting a marketing email for that new shiny campaign, just to see it stuck in a junk folder with 100% deliverability rate and 0% open rate. D365 for Marketing with an AI twist can help.(read more) Continue Reading d_radulova’s Article on their blog AI check the spam score emails marketing It doesn’t get much worse than spending hours, if not days, crafting...
AutoComplete Textbox
Dynamics CRM provide out of box autocomplete feature for lookup type attributes.But sometimes we need to show autocomplete feature in text box also. In this blog I will try to explain how we can configure autocomplete/intellisense/google like text box. Expectation: -When user click on text box it will show list of records from where user able to select any record also append textbox. On enter… Continue Reading Santosh...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Document Management
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around document management. You can see below that we have a section of the exam which covers integration. Within this section topics such as SharePoint, OneDrive and OneNote are referenced…. Continue Reading Neil...
Are you OK? – Mental Health
When you finally open your eyes to new things, you learn so much more. This time it’s about Mental Health, and how important it is to respect that we all are different. I have taken the important first step. Acknowledging that there is a problem out there. Article on LinkedIn Continue Reading Thomas Sandsør’s Article on their blog Are you OK? – Mental Health When you finally open your eyes to new things, you learn so...
PowerApps for Business Users & Consultants: Episode 5-Easy PowerApps Hacks To Make Your Users Life Easy
Hi Readers and Viewers In this episode we are talking about super easy hacks which will help you in making… Continue Reading Prashant Shukla’s Article on their blog PowerApps for Business Users & Consultants: Episode 5-Easy PowerApps Hacks To Make Your Users Life Easy Hi Readers and Viewers In this episode we are talking about super easy hacks which will help you in making a user friendly app. Following is what I am...
Resolving ‘Unable to parse language expression’ Error in Azure Data Factory V2
Another week, another error message to contend with! Typically, there is no way of predicting how a full diagnosis and resolution of a troublesome fault will take. Often, if you don’t follow the mantra of keeping things sample, you might end up spending many fruitless hours resolving an ultimately simple issue. In other cases, you may need to rely on inferred knowledge from other areas to… Continue Reading The CRM...
PowerApps: Account and Contacts via a Gallery View, Avoiding Polymorphic Error
While working on a Power App Concept, I came across the need to show all the contacts that where related to an account. I was using an Account gallery to display a list of Accounts, then I was trying to filter a second gallery of items contain contacts using the ID GUID from the parent account matching it off to the contact’s parent account ID. I kept getting the error message field types… Continue Reading Christopher...
Why you should connect MS Teams and Dynamics 365 for Sales
MS Teams is just blowing up, isn’t it? In July of this year it hit 13 Million Active Daily Users and surpassed Slack! I too, am experiencing a shift in my own usage of Teams. I now have the Teams desktop app open (and maximised) more than any other app on my laptop. That’s huge! Particularly when Outlook had previously held that position for the past 15 years! So, we’re spending more… Continue Reading...
PowerApps Maker, Dynamics 365 Customer Engagement New Solution Designer
PowerApps Maker, Dynamics 365 Customer Engagement New Solution Designer By TOM NORTHRUP In my previous post I discussed the six… Continue Reading Tom Northrup’s Article on their blog https://dynamicconsultantsgroup.com/blog/powerapps-maker-dynamics-365-customer-engagement-new-solution-designer/ Blog Syndicated with Tom Northrup’s...
Live Summit Chat!
This week I had the pleasure of hosting an impromptu chat with Summit Veterans to bring you top tips on how to get the most out of your wild User Group Summit Week! We talked about everything Summit from what to wear all the way to what swag to watch out for! Tune in for top tips for new attendees and veterans alike! Live Chat with Great People! Our panelists on the call we… Continue Reading TattooedCRMGirl’s Article on...
Business Unit Hierarchy – My First XrmToolBox Plugin
Originally posted on Phani Rajasekhar: I am very happy to announce that my first plugin “Business Unit Hierarchy” is listed in XrmToolBox now. Thanks to Nishant Rana for giving me an idea to develop this. This plugin is simple but very useful. Most of the times we navigate to so many windows to understand the… Continue Reading Nishant Rana’s Article on their blog Business Unit Hierarchy – My First...
New features of Visual Studio 2019 – IntelliCode
IntelliCode to be very precise provides Artificial Intelligence to the code. Basically, it will provide suggestions (AI) by displaying at the top the frequently used properties, functions, etc. as shown below. For DateTime, IntelliCode is suggesting Now, UtcNow, MinValue and Today, as these are the ones that are used frequently. Similar for our IOrganizationService class … Continue reading… Continue Reading Nishant...
How Microsoft Partners Can Increase Revenue with Marketing Quick Guides
How Microsoft Partners Can Increase Revenue with Marketing Quick Guides By GENNA JOUDREY A Marketing Quick Guide is a document… Continue Reading Genna Joudrey’s Article on their blog https://dynamicconsultantsgroup.com/blog/how-microsoft-partners-can-increase-revenue-with-marketing-quick-guides/ Blog Syndicated with Genna Joudrey’s...
Adding Website Preview to a URL field in D365 for Marketing in 4 clicks
Adding a preview to a URL field has been around for awhile, but unfortunately it is not as commonly used as it should. Have a look at how to add some colour to your form in 4 clicks. (read more) Continue Reading d_radulova’s Article on their blog Adding Website Preview to a URL field in D365 for Marketing in 4 clicks Adding a preview to a URL field has been around for awhile, but unfortunately it is not as commonly used as it...
First impressions of the Multi-Column Layout functionality in the new Email Designer – Early Access
The Multi-Column Layout functionality is one of the new features in the new Email Designer updates brought as part of 2019 Wave 2 Dynamics 365 for Marketing. Let's have a look together and see what we think of it. (read more) Continue Reading d_radulova’s Article on their blog Dynamics 365 for Marketing Multi-Column Layout email We just upgraded our Test Environment and opted in for early access to the 2019 Release Wave 2...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Microsoft Flow
I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around Microsoft Flow. You can see below that we have a section of the exam which covers integration. Within this section needing to know how to create, execute and share flows is mentioned. <img...
User Group Summit 2019 Girl Power Playlist: Disney Princess Edition
Vintage Kylie at Epcot circa 2011, featuring the fierce Mulan! You may recall that before Summit last year I released my Girl Power Playlist. I usually make something to listen to on the plane to get excited and ready for the week ahead. This will be my 7th Summit but it will still be a stretching experience as I am participating in 5 sessions! Plus, this will be my first year as a Business… Continue Reading Kylie Kiser’s...