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Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 1
Colin Maitland, 21 November 2017
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, and the two that follow,
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Concurrent Business Process Flows in Microsoft Dynamics 365 - Part 2
Colin Maitland, 21 November 2017
Microsoft Dynamics 365 for Sales and Service supports the use of multiple activated Business Process Flows for an Entity. In addition, Microsoft Dynamics 365 allows multiple concurrent Business Process Flows to be started against a record such as an Account. In this article, I will demonstrate, usin
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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 3
Colin Maitland, 27 October 2017
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 3, I will provide some interesting information on the possibility of using Import and Bulk D
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Business Process Flow Specific Entities in Microsoft Dynamics 365 - Part 2
Colin Maitland, 26 October 2017
In Microsoft Dynamics 365 for Sales or Service, the first-time activation of a Business Process Flow causes a corresponding Business Process Flow instance specific entity to be created. In this article, Part 2, I will provide more information about the ‘Lead to Opportunity Sales Process’ entity Rela
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How to Set a User Lookup Field to the Current User using a Workflow Process in Microsoft Dynamics 365 - Part 2
Colin Maitland, 25 October 2017
In my previous article, I demonstrated how to configure a Workflow Process to set any User Lookup field to the Current User using the standard Modified By field to set a custom field named Last Updated By. In this article, I provide additional important information that you should be aware of. Real-
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How to Set a User Lookup Field to the Current User Using a Workflow Process in Microsoft Dynamics 365 - Part 1
Colin Maitland, 11 October 2017
In this article, I will demonstrate how to configure a Workflow Process to set any User Lookup field to the Current User. The techniques demonstrated in this article also apply to the use of Dialogue Processes and Actions.In part two of this article I will provide additional important information th
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How SLA KPI Instance Statuses work in Dynamics 365
Colin Maitland, 03 May 2017
In this video I demonstrate how the SLA KPI Instance Statuses in Dynamics 365 work for Resolved and Cancelled Cases that are closed prior to the ‘Failure Time’ for a ‘Resolve By KPI’, configured using an ‘Enhanced SLA’, is reached. In particular, this demonstration highlights how the SLA KPI Instanc
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Dynamics 365 Server Side Synchronization, Queues, and Record Creation and Update Rules Configuration
Colin Maitland, 04 April 2017
In this video demonstrate how to configure Server Side Synchronization, Queues, and Automatic Record Creation and Update Rules for processing and converting Email Messages to Cases in Dynamics 365 for Customer Service. For the purposes of this video demonstration, an online trial of Dynamics 365 for
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How to Install the Dynamics 365 App for Windows 10
Colin Maitland, 31 March 2017
In this video I am going to demonstrate how to install and configure the free Microsoft Dynamics 365 app for Windows 10 and how to sign-in to an online trial of Microsoft Dynamics 365 for Sales using the app. I will also demonstrate some basic navigation to get you started with using the app.
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Tips for Dynamics CRM 2016 to Dynamics 365 On-Premise Upgrades
Colin Maitland, 03 February 2017
You can now upgrade your on-premises deployment of Microsoft Dynamics CRM 2015/2016 to Microsoft Dynamics 365. This is accomplished by downloading and installing the December 2016 Update for Dynamics 365. If your current version is Microsoft Dynamics CRM 2015 you need to upgrade to Microsoft Dynami
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Options for Microsoft Dynamics 365 Free 30-Day Trial
Colin Maitland, 18 January 2017
In this blog I will provide a short description of the solution options when setting up a free 30-day trial of one or more of the CRM solutions in Microsoft Dynamics 365. The solution options are Sales, Customer Service, Field Service and Project Service Automation. The process for setting up a free
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Interactive Experience Forms for a Custom Entity in Microsoft Dynamics CRM 2016
Colin Maitland, 21 December 2015
In this blog I will briefly highlight the look and feel of the new Interactive Experience Forms for a custom Project entity in Microsoft Dynamics CRM 2016 Online. This entity has a Business Process Flow associated with it and has related child Projects, Cases and Contacts. Form Header Tiles Thes
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Use Hierarchy Security in Microsoft Dynamics CRM for Private Notes
Colin Maitland, 12 November 2015
In this blog I will demonstrate how Hierarchy Security can be used in Dynamics CRM to secure notes so they can only be accessed by the users who created and own them, and their managers. This can be achieved as follows: Update the Security Roles assigned to users so that they only have User Level R
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Use of Capacity in Service Scheduling in Microsoft Dynamics CRM
Colin Maitland, 04 November 2015
In this article I will demonstrate the use of Capacity when using the Service Scheduling Engine in Microsoft Dynamics CRM. I will demonstrate this using the example of a Service for the delivery of a one day “Service Scheduling Training” course. This example is similar to a scenario demonstrated in
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Bulk Hide Unused Fields from Users in Advanced Find in Microsoft Dynamics CRM 2015
Colin Maitland, 21 July 2015
When using Advanced Find the list of fields that are presented can be cluttered by the visibility of fields that are not used. Examples of these fields include Base Currency fields and many fields that are not displayed on Forms or Views. In this blog I will demonstrate how to hide the unused fiel
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