Dynamics 365 Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

How to Use Recommendations in Dynamics 365 Business Rules

Satyvir Jasra, 18 July 2017

A new component has been added for Business Rules in Microsoft Dynamics 365. We now have ability to “Add Recommendation” while setting up business rules. Without the need of code and plug-ins we can now create recommendations for the user based upon business intelligence. It gives user an option to
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3 Easy Steps to Turn on Email Engagement in Dynamics 365

Arpit Malhotra, 17 July 2017

Email Engagement is one of the features in the new Relationship Insights Suite for Dynamics 365. It provides the ability to see email statistics and helps to better track email communication engagement with the customers. It also allows you to monitor things like the opening of an email, tracking if
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Dynamics 365 Bookmarklet to Test CRM for Tablets

Jared Johnson, 14 July 2017

When doing CRM customisations, you might want to quickly check out how your changes have also affected the CRM for Tablets/Phones app (MOCA). To achieve this I have created a bookmarklet that that can open the tablet app in the browser.To add the bookmarklet, create a new bookmark and set the URL to
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How to Hide the Navigation Items on a Dynamics CRM Form

Zoe Sands, 13 July 2017

There is a feature of Dynamics CRM that I have only just learnt about but provides a way to simplify the forms that a user is presented is the ability to hide the form navigation on a record.As you can see from the images below, the difference in the pages is subtle but the overall effect is signifi
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Microsoft Teams and its Impact with Microsoft Dynamics 365

Miguel Nepomuceno, 12 July 2017

Microsoft Teams is a chat-based workspace in the Office 365 suite. Microsoft introduced Microsoft Teams on November 2016, and was designed as a competitor to Slack. It is a platform that combines workspace chat, meetings, notes and attachments. By being able to integrate with the company’s Office 36
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How to Setup Gamification in Dynamics 365

Satyvir Jasra, 11 July 2017

Gamification in Dynamics 365 lets you transform your day to day operation into competition between employees. For example, you may want to introduce some competition based on the number of Cases your customer service team closes over a certain period. In this article, I will show you how easy it is
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Step by Step Guide Connecting Microsoft Dynamics 365 with Microsoft Teams

Miguel Nepomuceno, 10 July 2017

The introduction of Microsoft Teams comes with 70 Connectors that allow Teams to connect with multiple technologies and tools. With the goal of bringing everything together, Microsoft Teams provide users with a centralized platform to pull together technologies, people, and content into one workspac
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The Danger of SQL Operations in Microsoft Dynamics CRM

Roshan Mehta, 26 June 2017

You may have heard that performing SQL operations on your Microsoft Dynamics CRM databases are dangerous or unsupported. But what does that mean? What is so dangerous about it? Why is it unsupported?To clear the air, I’m talking specifically about anything that will alter data in your system and I’m
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How to Connect to Dynamics 365 from Microsoft PowerApps

Arpit Malhotra, 20 June 2017

PowerApps let you create custom business mobile apps with little or no code. Using your Dynamics 365 dataset, you can create useful mobile apps for your business, publish and share in no time. You can connect to various cloud applications such as SharePoint, Twitter, Dynamics 365, Google Drive, OneD
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Introduction to Dynamics 365 Business Rule Recommendations

Satyvir Jasra, 19 June 2017

Microsoft Dynamics 365 includes a new feature called Recommendations. This feature allows the system to recommend certain actions to the user when they interact with the system. These recommendations can be dismissed if the user does not want to perform the suggested action.Our CRM system contains a
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Optimizing Dynamics 365 Test Planning and Documentation with XMind Pro Part 2

Miguel Nepomuceno, 15 June 2017

Another useful thing to know about XMind is the vast number of open source templates available online to the user. I have used a template called ‘XMind 10 Years’ template (http://www.xmind.net/m/G8GP) to setup a timeline-orientated software development plan. For more templates, check out the XMind O
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Optimizing Dynamics 365 Test Planning and Documentation with XMind Pro Part 1

Miguel Nepomuceno, 14 June 2017

In a previous blog, I’ve talked about enhancing test strategy and planning across the Dynamics 365 software development lifecycle using XMind. We incorporate XMind as a fundamental test documentation tool when testing for projects with Microsoft Dynamics CRM and Microsoft Dynamics 365. Doing so adds
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How to find the priv groups for your Dynamics CRM deployment

Zoe Sands, 12 June 2017

When working on a server with multiple instances of CRM you may need to locate the user groups that relate to your CRM deployment. Unfortunately, you will be met with a large list of groups each with a Guid in their name that seems to have come out of nowhere, and doesn’t match the Guids for your gr
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Quick Overview of the Dynamics 365 Learning Path Feature

Arpit Malhotra, 29 May 2017

Learning Path is a new feature that was introduced in Microsoft Dynamics 365 to help on-board new users. It’s a custom-made and interactive assistance that can be tailored for the users. This feature is available in December 2016 update and in all latest online versions. In this blog, I’d like to di
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Walkthrough of Dynamics 365 Relationship Insights and Assistant

David Mochrie, 26 May 2017

Relationship Insights is an exciting new feature in Dynamics 365. It’s backed by Artificial intelligence (AI) and machine learning algorithms which give users even more power to engage with their customers. In this demo, we give an overview Relationship Assistant, one of the components of Relatio
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