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CRM and CX Strategies
John Eccles, 08 January 2018
Is Customer Experience (CX) going to replace CRM? Do I need a new system for CX? What does CX mean for my CRM system? To answer these questions, we need to review the fundamentals of CRM and CX and look at the software functionality required for each.What is CRM? CRM is the business strategy to acq
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Setting up Server-Based SharePoint Integration for Dynamics 365 Online
Dominic Jarvis, 19 December 2017
SharePoint is a great place to store files pertaining to records in Dynamics 365, as the storage costs in SharePoint online are much cheaper than the costs for additional storage in Dynamics 365. The Out Of The Box SharePoint integration for Dynamics 365 is also a breeze to set up, and so is an opti
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Introduction to Using Feedback in Dynamics 365
Adam Murchison, 18 December 2017
Why use Feedback? The feedback entity gives the user the ability to store feedback that is provided by contacts/people on a specified entity record. When Would This be Useful? The best way to show how Feedback is useful is to use an example. Let’s say we’ve created an Event Management system with a
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Client Access Licence - Troubleshooting User Accessing CRM 2016 Not Showing Entities in the Sitemap
Miguel Nepomuceno, 14 December 2017
I’ve recently dealt with a user having difficulties trying to regain access into Microsoft Dynamics CRM 2016. The user reported an issue where there are no entities showing in the sitemap. The landing page is also showing error prompts stating that the users does not have sufficient permissions to v
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How to Solve Lookup Filtering Issue with Dynamics 365 version 8.2.2.128
Jordan Hohepa, 11 December 2017
The October 2017 Dynamics 365 Service Update 1 for 8.2.2 delivers a load of updates and hotfixes for Dynamics 365 Online Instances. Recently, one of our clients noticed that with this update, some of their Lookup filtering on related records was no filtering correctly. Upon investigation, this issue
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How to Fix Invalid User Authorization Error in Dynamics 365 Upgraded Workflows
Satyvir Jasra, 08 December 2017
Recently, we upgraded a client’s CRM 2011 to Dynamics 365. In CRM 2011 instance, there were some workflows that were using custom workflow activities. However, after the upgrade, we were getting an error in Dynamics 365 saying, “Invalid User Authorization – The user authentication passed to the plat
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How to Fix Microsoft Dynamics 365 App for Outlook Add-In Error
Adam Murchison, 07 December 2017
Have you ever tried to install the Microsoft Dynamics 365 App for Outlook and were faced with the below error? This is not only an un-useful error but does not suggest why this add-in could not start. Never fear, the fix is very simple! This error occurs because of a disabled security feature which
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How to Create a Relationship with Long Schema Names in Dynamics 365
Miguel Nepomuceno, 06 December 2017
When dealing with a system that involves many complex entities, we’re bound to have long entity names in Microsoft Dynamics 365. Longer entity names could be to further modularise separate functionality in the system without compromising the descriptiveness of the entity name. For example, you can h
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How to Create Bulk Bugs in TFS using Excel
Megha Kainth, 05 December 2017
One of the most time-consuming tasks for a Software Tester is logging defects. It can take a good amount of time to create a lot of bugs in TFS manually but doing it via Excel is more efficient. With Excel, you can create all your bugs in less time and import them to TFS as a flat list. In this blog
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How to Change the Panel Header Colour of a Sub-Grid in Dynamics 365
Satyvir Jasra, 01 December 2017
Microsoft released Dynamics 365 July update with many new features and enhancement. One of enhancements that it came with is allowing users to change colour of a sub-grid’s panel header. To change the colour of the panel header is a very easy process and it helps users to have a greater experience b
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Introduction to a new Dynamics 365 Setting - Allow text wrapping in form fields labels and values
Satyvir Jasra, 30 November 2017
Microsoft’s Dynamics 365 July Update includes a new simple, yet very useful setting called “Allow text wrapping in form fields labels and values”. This setting is available in “System Settings” under “General” tab. In this blog, I will be going through what this setting does, and how it change
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Understanding Change Management within an Organisation
Shalane Williams, 29 November 2017
Stephen R Covey said that “Priority is a function of context.” When implementing change within an organisation, it’s unlikely that you’ll get priority until the context of the change is explained. Something that often gets neglected is the understanding of what change is, the impact it’ll have and
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How to Make a Business Process Flow Driven Form in Dynamics 365
John Towgood, 28 November 2017
Using Business Process Flow is a good way of walking users through a process step by step. Each Stage contains steps which are just fields necessary to complete the stage. But there are times where displaying only fields for each stage doesn’t offer users clear instructions on what information is ne
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How to Manage Iterative Projects using JIRA
Shalane Williams, 27 November 2017
Project delivery using an iterative approach appears to have become the norm over the last couple of years. Using a waterfall methodology, though effective, can be a long process & if your organisation is rapidly changing, you could find that the requirements defined in the beginning is no longe
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How to Get 30 Day Trial of Microsoft Dynamics 365 for Free
Satyvir Jasra, 24 November 2017
Microsoft allows us to sign up for 30 day Dynamics 365 trial for free. We can do this to test out new and up to date features that Microsoft Dynamics 365 comes with. This also allows us to use the trial instance for development purpose. In this blog, I walk through the steps to get access to Dynamic
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