MB-200: Microsoft Dynamics 365 Customer Engagement Core – Rollup Fields
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 rollup fields. You can see below that we have a section of the exam which covers managing entities and data. Within this section needing to know how to create and modify fields is… Continue Reading Neil Parkhurst’s...
PowerApps for Business Users & Consultants: Episode 2- Requirement Gathering
Hi Readers and Viewers In this episode we talk about ‘How requirement gathering can help you build a successful app?’… Continue Reading Prashant Shukla’s Article on their blog PowerApps for Business Users & Consultants: Episode 2- Requirement Gathering Hi Readers and Viewers In this episode we talk about ‘How requirement gathering can help you build a successful app?’ We will touch upon the...
Connecting Azure Custom Vision with Microsoft Flow
This post covers how to connect Azure Custom Vision Service (over at https://www.customvision.ai) with Microsoft Flow, enabling the use of the… Continue Reading admin’s Article on their blog Connecting Azure Custom Vision with Microsoft Flow This post covers how to connect Azure Custom Vision Service (over at https://www.customvision.ai) with Microsoft Flow, enabling the use of the prediction within Canvas and Model-driven...
Getting Started with SQL Server Change Tracking
Being able to track when data is added, modified or removed from a SQL Server database is desirable for several potential business scenarios. Where things start to get tricky is in identifying a solution that runs efficiently and also only takes effect against data that has actually changed. Whereas a decade ago, you would have to configure a complex solution involving tables, functions and… Continue Reading The CRM Chap’s...
Creating a team, a channel and a D365 PSA tab in Microsoft Teams using Flow
This blog post is about enabling collaboration with Microsoft Teams when a Project is created in Dynamics 365 Project Service Automation. The Flow covered on this post will check whether an Account already has a Teams team or not. If a team is present, a new channel for a Project and a PSA tab are created. If a team is not present, the Flow does a bit more and creates an Office 365 Group, a… Continue Reading Antti...
Let AI check the spam score of your emails – Preview Feature – Dynamics 365 for Marketing with an AI twist
Does AI get you excited? Even if the answer is No, you should still keep reading, because it could save you time and money. Using the new AI Spam Score feature Microsoft has in store for us, could make the difference between that crafted and personalised email reaching the audience you targeted and getting you this sale, as opposed to the same email getting stuck somewhere in a Spam Folder, which (let’s be honest) no one ever...
How To Update An Opportunity From Opportunity Close And Send An Email on Opportunity Close, Using MS Flows? (No Code Solution)
Hello Readers & Viewers In this video, i am showing ‘How to send an email with information from Opportunity Close… Continue Reading Prashant Shukla’s Article on their blog How To Update An Opportunity From Opportunity Close And Send An Email on Opportunity Close, Using MS Flows? (No Code Solution) Hello Readers & Viewers In this video, i am showing ‘How to send an email with information from...
Licensing by consumption: pricing model of Power Platform online services
On the topic of Dynamics 365 and PowerApps licensing changes coming in October 2019, I earlier wrote about the biggest change in how Microsoft is separating the first party applications and the underlying platform in the new Per App pricing model. There’s another aspect in the coming licensing updates that has also caused a lot of concern among partners and customers: the API call limits…. Continue Reading Jukka...
Be Careful Deleting Users in Microsoft Dynamics 365
Deleting users and reassigning licenses in Microsoft Dynamics 365 requires some planning and consideration. Otherwise, you may experience undesired consequences. Deleting and deactivating users can be complex and involve multiple administrators. Here are some top considerations: Reassign records in CRM. Do you want to reassign record ownership for cases, opportunities, accounts, contacts and… Continue...
Live Chat using ProProfs Chat in Dynamics 365 CE (CRM)
ProProfs chat is another live chat solution that integrates with both Dynamis 365 CE as well as CRM On Premise. Recently I wrote about PowerChat which is another live chat solution that works on both online and on premise version of Dynamics CRM. In this post we’d see how quickly we can setup the integration … Continue reading “Live Chat using ProProfs Chat in Dynamics 365… Continue Reading Nishant Rana’s...
Top 10 Sessions Partners May Have Missed at Microsoft Inspire
Top 10 Sessions Partners May Have Missed at Microsoft Inspire By GENNA JOUDREY If you have attended Microsoft Inspire, you… Continue Reading Genna Joudrey’s Article on their blog Top 10 Sessions Partners May Have Missed at Microsoft Inspire | Dynamic Consultants Group Unable to attend Microsoft Inspire 2019? Here are the top Business Applications sessions that Microsoft Partners can watch on-demand. Blog Syndicated with...
TDGi Hackathon – Team Apollo
Team Apollo at TDGi Global Hack for Education Last weekend I had the honor of joining Team Apollo at the TDGi Hackathon! This was a great event to demonstrate the capabilities of the Power Platform and raise money for some deserving charities. The amazing Team Apollo included Mike Ochs, Aiden Kaskela, Phil Topness, Mallory Lawhorne, Mahbub Alam, Liudmyla Tretter and myself. 1st… Continue Reading Kylie Kiser’s Article on...
Know your audience – Segments Explained – Dynamics 365 for Marketing
To access the functionality described, you need to upgrade your environment and opt in for Early Access to the 2019 Release Wave 2 (October Release) features. If you want to know more about what’s in the release, have a look at my blog Marketing App Update The first thing to remember is the extra step. When upgrading Marketing, it’s a 2-step process: As usual you need to upgrade the environment, but you also need to.. Run the...
Protected: Protected: PowerApps and Dynamics Portals Design Decisions
This post is password protected. You must visit the website and enter the password to continue reading. Continue Reading Brian Illand’s Article on their blog Protected: PowerApps and Dynamics Portals Design Decisions Dynamics 365 & Power Platform Things Blog Syndicated with Brian Illand’s...
Enable Live Chat in Microsoft Dynamics 365 CE (CRM) using PowerChat
PowerChat is the live chat solution / addon developed by PowerObjects that supports both Dynamics CRM On-Premise and Online. Below we will look at how to set it up and what are the features it provides. To get started Download the appropriate solution https://www.powerobjects.com/powerpacks/powerchat/ After successful import of the solution, next step is to register … Continue reading “Enable… Continue Reading...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Calculated Fields
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 calculated fields. You can see below that we have a section of the exam which covers managing entities and data. Within this section needing to know how to create and modify fields is… Continue Reading Neil...
Patient Management App
Hello Readers In this blog, I am going to show you how you can utilise Power Platform and quickly create… Continue Reading Prashant Shukla’s Article on their blog Patient Management App Hello Readers In this blog, I am going to show you how you can utilise Power Platform and quickly create an app for your clinics. I have used both Canvas and Model driven App. Let’s have a look: Canvas App This app is made of 9...
Attention MS Partners: Upcoming Changes to Dynamics 365 Customer Engagement
Attention Ms Partners: Upcoming Changes to Dynamics 365 Customer Engagement By LAURA BREWER What is Customer Engagement? Customer… Continue Reading Laura Brewer’s Article on their blog Attention MS Partners: Upcoming Changes to Dynamics 365 Customer Engagement | Dynamic Consultants Group Dynamics 365 for Customer engagement makes a world of difference in our business processes. Microsoft recently announced changes taking...
Modified By (Delegate) & Created By (Delegate) in D365
These fields which are everywhere but you don’t really pay attention to really mean something worth. So if you feel you want to get hold of someone for modifying a record. Maybe also take a look at Modified By (Delegate) just in case so that the actual user might be someone else who wanted to do another thing on that record. Impersonation is one of the basic aspects of a plugin step that you… Continue Reading...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Fields
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 fields. You can see below that we have a section of the exam which covers managing entities and data. Within this section needing to know how to create and modify fields is… Continue Reading Neil Parkhurst’s...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Entities
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 CDS entities. You can see below that we have a section of the exam which covers managing entities and data. Therefore you can expect quite a bit of revision to be required as this… Continue Reading Neil Parkhurst’s...
Send Survey Request To Appointment Required Attendees
If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues and pain points they have. Meeting with them in person is the best approach, although not always feasible from a logistics perspective. If your Account Managers can visit your clients, fantastic, let’s then send out a survey request… Continue Reading Megan V....
PowerPlatform Saturday Oslo 2019 – Attendee
Malin and Mark wrote good post detailing most of the event, but I thought I would add my personal thoughts from some of the other sessions Both Malin and Mark Smith wrote great summariesMalin MartnesMark Smith Keynote Sarah and Marius were speaking of Equal Opportunity. A highly interesting topic that is as relevant today as ever before. One slide caught my eye that I really liked…. Continue Reading Thomas Sandsør’s...
Microsoft Transforms the Auto Industry, One Digital Loop at a Time
Microsoft Transforms the Auto Industry, One Digital Loop at a Time By SAMANTHA LEMM The automobile industry was revolutionized by… Continue Reading Samantha Lemm’s Article on their blog Microsoft Transforms the Auto Industry, One Digital Loop at a Time | Dynamic Consultants Group The Digital Feedback Loop is helping Microsoft transform the automotive industry a century after it began. Are you data-driven too? Blog...
Panel: System Design for Administrators
CRMUG is continuing it’s Panel Discussions series where community members spend 30 minutes giving their tips and best practices plus answering attendee questions. This week Ashley Steiner, Seth Bacon, Gus Gonzalez and I led a panel talking about system design. I wanted to share some of my highlights plus you can watch the recording on CRMUG. Plan! Plan! Plan! It is very important to plan… Continue Reading Kylie...
D365UG Birmingham – September 2019
I can’t believe the summer is almost over and we are busy planning our next Birmingham event! We’ll be hosting a fantastic evening of Dynamics 365 content in Birmingham on 25th Sept. All are welcome. 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… Continue Reading Neil...
MB 200: Microsoft Dynamics 365 Customer Engagement Core – Revision Guide
I have been completing a series of posts to help people prepare for the MB 200 certification (Microsoft Dynamics 365 Customer Engagement Core). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB 200 exam. The MB 200 certification is not easy! But it is an important exam, as it is a prerequisite in gaining any of the Functional… Continue Reading Neil Parkhurst’s...
MB-200: Microsoft Dynamics 365 Customer Engagement Core – Entity Relationship Diagrams
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 entity relationship diagrams. You can see below that the entity relationship diagrams are mentioned in the perform discover, planning and analysis section of the exam. Firstly I’d… Continue Reading Neil...
MB 200: Microsoft Dynamics 365 Customer Engagement Core – Introduction
Earlier this year Microsoft released a new set of Dynamics 365 exams, the new exams are broadly similar to the older ones but include updated content and have a slightly different focus. The old exams used to “simply” test our knowledge of Dynamics 365 these newer exams additionally attempt to test our abilities to be a Dynamics 365 consultant. That means not just regurgitating a set of facts… Continue Reading Neil...
September 2019 Dynamics 365 Customer Engagement CSP Licensing Changes
It’s a busy time for licensing changes in the Dynamics 365 Customer Engagement (D365CE) space presently, as my post last week on the new API limits touches upon. This week, I heard that effective from Tuesday 1st October, the following D365CE related plans will be no longer available for purchase via the Cloud Solutions Provider (CSP) scheme: Dynamics 365 Enterprise Edition Customer… Continue Reading The CRM Chap’s...
IoT Plug and Play – Preview for Developers and Partners
IoT Plug and Play – Preview for Developers and Partners By GENNA JOUDREY During Microsoft Build 2019, IoT Plug and Play was
Out of preview – New Model-Driven form designer (WYSIWYG) in PowerApps
Finally the new model-driven designer is out of preview and available for general use https://powerapps.microsoft.com/en-us/blog/announcing-the-general-availability-of-the-new-model-driven-form-designer/ Since I wrote about it last the few changes that we can see are New Field button that allows adding Lookup Fields. However I still don’t see the option of Option Set fields there. Grouping… Continue Reading Nishant...
Is There Room for Service in Support?
Is There Room for Service in Support? By TOM NORTHRUP Have you heard the old IT saying, “Software would work great if it wasn’t… Continue Reading Tom Northrup’s Article on their blog Is There Room for Service in Support? | Dynamic Consultants Group Service and Support go hand-in-hand. The information technology department within the past ten years has become a thriving center of any organizational growth. Therefore we, IT...
Using Keys to restrict duplicates in D365 CE
A superb way of restricting duplicate record creation is using Keys in Dynamics 365CE. This is definitely one of the most useful and easy to use features in Dynamics CRM. In this example, I will create a Key for Email (emailaddress1) field to ensure there are only unique record values for this fields in my environment. Create Key It’s pretty straight-forward like creating any other Dynamics… Continue Reading...
Business Card Scanner in D365CE
The Business Card Scanner is a new, highly requested feature, coming to Dynamics 365 Customer engagement from October 2019. The Business Card Scanner will allow you to quickly and easily, scan Business Cards into Dynamics 365 and create contacts where the Business Card info is automatically populated into the fields. This could save a lot of time, especially if you have Sales people on the… Continue Reading Matt Collins’s...
Performance testing Dynamics 365 CE using StresStimulus
Recently we were evaluating StresStimulus, the load testing tool, for our performance testing requirements. The tool is quite user friendly and intuitive and in a matter of few minutes (and few clicks), we were up and running. Get the tool (trial) here https://www.stresstimulus.com/download Install it with the Fiddler Add-On (recommended) option checked. It also has … Continue reading… Continue Reading Nishant Rana’s...
Add A Subject To Each Survey Invite
I like consistency. I can’t help it, it’s just how I am wired. One area of Forms Pro where there isn’t always consistency is with Survey Invites. Lucky for me (and others who crave orderliness) we can create a process where a subject will be added to every survey invite sent. First let’s look at how the survey invites work in terms of getting a subject. If you are logged in to Forms Pro… Continue Reading...
How do the PowerPlatform API Limits affect Model Driven Apps?
You might have seen the important announcement from the PowerPlatform team about how there are new API limits to be in effect from the 1st October 2019. We have been somewhat spoilt in past years with very little throttling on how much we can use the API, but now in order to encourage fair usage there will be a limit on how many times you can call the PowerPlatform API in a 24hr period,… Continue Reading Develop1’s Article...
Microsoft Flow vs. Workflows – Which tool is right for me?
Microsoft Flow vs. Workflows – Which tool is right for me? By LAURA BREWER Every organization faces constant pressure to do more… Continue Reading Laura Brewer’s Article on their blog Microsoft Flow vs. Workflows – Which tool is right for me? | Dynamic Consultants Group Microsoft Flow vs. Workflows – Which tool is right for me? By LAURA BREWER Every organization faces constant pressure to do more with...
PowerPlatform Saturday Oslo 2019 – Speaker
So Power Platform Oslo was a unique experience for me, since it was the first time I was on stage at a community event. Marius Agur challenged me to create a presentation that would showcase my view of Dynamics from a business perspective. I am not the most technical person, so I try to create solutions based on simplicity for the end user within a “do it yourself approach”. 3 ways the… Continue Reading Thomas...
PowerApps – Overcome Delegation Limitation using CDS Views as filter
As part of June 2019 updates, new feature was introduced where you can select CDS view as a filter on entities. This is helpful and great way to retrieve filtered records as filter is applied on server side instead of retrieving records (2000 at a time) first and then apply filter locally. Refer blog for more details. This new feature is in preview and can be enabled from Advanced Settings as… Continue Reading Sachin...
Starting a Microsoft Partner Practice
Starting a Microsoft Partner Practice By TOM NORTHRUP Are you interested in the Microsoft Partner ecosystem? Do you build… Continue Reading Tom Northrup’s Article on their blog Starting a Microsoft Partner Practice | Dynamic Consultants Group Starting a Microsoft Partner Practice By TOM NORTHRUP Are you interested in the Microsoft Partner ecosystem? Do you build applications, integrate data, implement, or provide support...
API per user limits – The good, the bad and the ugly
Microsoft recently release some throttling that have been causing some stir in the community, especially since the latest throttle, the concurrency throttling, was not very openly announced, some partners and customers were hit rather hard by it as it affected their abilities to manage large dataloads in the system. Now… Continue Reading gustaf’s Article on their blog API per user limits – The good, the bad and the...
KEEP AN EYE ON YOUR DISK SPACE Dynamics 365 Customer Engagement Online
You now are using Dynamics 365 Customer Engagement online. You tell your company there is no longer overhead in keeping physical hardware or the high cost of software. You tell your company that you no longer have to keep backups or tune SQL. All TRUE FACTS! What it doesn’t mean is that you are totally hands off. You still need to do your diligence and keep an eye on disk space,… Continue Reading Beth B – MCT, MCSE ,...
Forms VS Forms Pro – What Is The Difference?
Microsoft Forms has been around since 2016. In walks Microsoft Forms Pro in 2019. Both have tons of functionality. Both can be used by an organisation to gather feedback from customers, prospects and even employees. So what is the difference between the two? If you want to create a classic form, you can add this option to your default Forms Pro environment by clicking on the gear icon…. Continue Reading Megan V. Walker’s...
Farm-to-Table, Served Azure Style
Farm-to-Table, Served Azure Style By GENNA JOUDREY Today, subscription boxes are everywhere. You can order a week’s worth of… Continue Reading Genna Joudrey’s Article on their blog Farm-to-Table, Served Azure Style | Dynamic Consultants Group ButcherBox uses the Power BI data visualization tool and Azure Databricks to analyze overall feedback of customer interviews. Blog Syndicated with Genna Joudrey’s...
Add My Territory view to Opportunities based on Current User
Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE, but they belong to different Sales Territories. By adding the Territory (lookup) field to the Opportunity entity (if you’re using Portal, it’s already available: adx_TerritoryId) we’re able to add a dynamic view that is based on the Territory of the Current User. In the Organization… Continue Reading...
How to Stay Motivated!
This post is brought to you by motivational Shia LaBeouf One of the things I often struggle with is keeping up with the desire to learn. I am a self-confessed professional procrastinator. Working at an ISV means I’m not in the Dynamics product as a whole, day in and day out. I’m often solely focused on the ClickDimensions product and occasionally it can be a struggle to maintain my… Continue Reading TattooedCRMGirl’s...
You’ve got the Power
El pasado 4 de junio, participé del evento “You’ve got the Power!” organizado por Microsoft Ibérica, presentando los aspectos más importantes al momento de pensar, como organización, en implantar una solución que tenga como componentes a la Power Platform. Fue una jornada muy interesante en la que especialistas de Microsoft y los demás ponentes pudimos compartir conocimientos y… Continue Reading...
Summarising the New Dynamics 365 Customer Engagement API Request Limits & Allocations
As we began to settle into 2019, we finally saw a cohesive and logical strategy emerge concerning Microsoft Dynamics 365 Customer Engagement (formerly known as Dynamics CRM). The announcement of the Microsoft Power Platform helped in setting a positive direction of travel for the various so-called “business application” products – namely, the Common Data Service, PowerApps and Microsoft Flow…. Continue Reading...