Business Process Flows have been around for a while in Dynamics CRM (now Dynamics 365 of course), since 2013 in fact. They are very useful in helping organisations model their processes in CRM and help guide users through stages of the process. However, there are some limitations which are important
Read the full article hereMicrosoft PowerApps provides the ability to users at any level in an enterprise to create fully functional apps without having to write any code or any app development skills. You can use pre-built app templates or start from scratch and connect to your existing services such as Excel, Dynamics 365,
Read the full article hereEditable Grid was released as a new feature in Dynamics 365 to much applause from the CRM community. In this blog, I’d like to dive into some things the editable grid can and can’t do. 1. What is editable grid? It's a custom control on an entity. It’s not enabled out of the box for any entity, you h
Read the full article hereAlong with the rename of Dynamics CRM to Dynamics 365 came new licenses. If you’re on Office 365 with the old Dynamics CRM licenses being assigned to users you will need to re-assign Dynamics 365 licenses to these users at some point. If you have tens of users then manually removing and assigning th
Read the full article hereYou 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
Read the full article hereMicrosoft’s business application platform let organizations innovate business solutions faster. It helps them to build and extend modern business applications by composing analytics, user experiences, tasks automation all together using a wide-ranging and integrated set of services. It offers a rich
Read the full article hereSince Microsoft’s Build 2016 Conference there has been a huge buzz around Artificial Intelligence Bots and Microsoft’s Bot Framework for developers, and recently I have been diving into the discovery and development of these bots for different platform. Bots aren’t anything new, they’ve been around
Read the full article hereOne of our clients had a situation where they had to deactivate one or more of their queues before reassigning all the queue items within it. They noticed that when they deactivated a queue all the items appeared to be deleted. (see image sequence below) This did not help them as they were unable to
Read the full article hereBusiness Rules are a really useful tool in Dynamics 365 for writing client side script without code. In this video, David Mochrie demonstrates the subtle but important difference between the 'Set Value' and 'Set Default Value' action in business rules
Read the full article hereBusiness Process Flows (BPFs) can be used to guide users through different phases to reach a desired outcome. BPFs make use of stages and steps, where stages are different phases in a process which users can complete one by one before moving on, and steps are fields within a stage which can be used
Read the full article hereBusiness Process Flows (BPF for short) are used in CRM systems to guide users towards a desired outcome by defining steps for users to follow. In some instances, these processes are added to entities, such as the Lead entity, and can be very useful and for other instances they may not be needed. Dur
Read the full article hereCRM 2013 introduced tooltips which would be shown when users hovered their mouse over a label on the form. These tooltips texts could be set when creating or editing a field in the ‘Description’ area. At the of writing this blog that same custom tooltip functionality is not available for any fields
Read the full article hereSales people are expensive people to bring on-board. We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se
Read the full article hereRecently while working on a project I came across a weird error which prevented me from adding any kind of process to a solution. At the time, the solution I was attempting to add to did not contain many processes, having a single Business Process Flow, a single Workflow, and a couple of Business Ru
Read the full article hereThe ability to import data from spreadsheets is a powerful and useful functionality in Microsoft Dynamics CRM. It allows business users to collect massive amounts of data all into Microsoft Dynamics CRM such that users are able to keep track of customer information all into one place. This is becaus
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