Blogs

Navigation Tips in Microsoft Dynamics 365 Mobile Application

By Ryan Plourde posted 3 hours ago

The value of a mobile app is being able to use it to find information quickly. Here are a few tips on the set up and navigation of the Microsoft Dynamics 365 Mobile App that your team will appreciate. First, download the Dynamics 365 for Phones from Playstore. Enter the CRM URL. Always enter the URL preceded by a https//. Downloading the customizations would take 2-3 minutes depending on the internet speed. Each time you login, the latest customizations are fetched from the server. You will not see a black screen unless any new published customizations have been made available by the server but in case of a first time login, the screen would ...

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Skyrocket your learning curve at D365UG/CRMUG Summit Nashville

By Delaney Freer posted 2 days ago

Don't miss out on Music City and $100 savings! Get ready to barrel down and kick in for three rock-solid days of secret swapping, storytelling and knowledge sharing at D365UG/CRMUG Summit Nashville , October 10-13 at the Gaylord Opryland Resort. You already drive best practices, answering questions for user group peers and providing everyday solutions to the biggest questions in your industries. Now do that in person, with structured and authentic networking opportunities that put faces to avatars and voices to typed solutions. Hear straight from Microsoft Param Kahlon, General Manager for the Dynamics 365 Customer Engagement ...

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Search Options in Dynamics 365

By Aaron Back, MCP posted 4 days ago

Many of you are using different versions of Dynamics 365 (CRM). This can cause some consternation when it comes to seeing posts on the new capabilities, but not having access to them. With this in mind, I would like to remind folks of the various options for searching within Dynamics 365 (CRM) as this may be new to some. As you know, finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That’s why it’s good to understand your search options. “Classic” Search Searching for records within Dynamics 365 (CRM) ...

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Website Enhancements | Navigation and Search

By Doug Carrier posted 7 days ago

We are excited to announce some new enhancements to the D365UG/CRMUG website, based on feedback from the community. Navigation The first piece of feedback we heard from you is, while you're familiar with the left-hand navigation, you wish it didn't take up so much space. We've redesigned the website navigation to be longer and narrower - reducing its impact to the main body of the site. This update includes an improved user experience for PC and mobile users. The other thing you mentioned about navigation is you'd like a way to reference where you are on the site. With this update, you will notice the active menu item is highlighted to indicate ...

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Sometimes it’s better to be a Flexible Palm instead of a Mighty Oak

By Andy Hafer posted 8 days ago

Hurricane Irma passed over my home a few days ago. We are blessed. I am eager to do what we can to make sure aid comes to those whom Irma caused devastation, but for most of us, it was a scary, but we will overcome. I am fortunate to live on the waters of Tampa Bay. Overlooking the water usually has a calming effect – but not yesterday. As the winds were building on Sunday evening, I took a photo of our palm trees getting furiously whipped around. After that, I went inside, hunkered down for the night, and listened to the winds roar around us. In the morning, with Irma having passed to the north and the winds down significantly, I ...

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Expand your Microsoft Dynamics 365 horizon with upcoming academy classes!

By Shane Wolf posted 8 days ago

Don't miss out on upcoming D365UG/CRMUG Academy classes that dive into frameworks for creating a test suite for automating tests of a Dynamics 365 solution, considering unit tests, user interface tests and performance tests. These classes will allow you to expand on your Dynamics 365 knowledge by learning a few tricks for your everyday work-life. Academy - Intelligent D365 solutions with Machine Learning Friday, September 22, 2017 (9:45 AM) to Friday, September 22, 2017 (12:45 PM) (Eastern Time) Academy - Data Design Patterns in Dynamics 365 Wednesday, October 25, 2017 (9:45 AM) to Wednesday, October 25, 2017 ...

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Experts, peers & product developers all want to hear your voice at D365UG/CRMUG Summit Nashville

By Delaney Freer posted 9 days ago

Testing… testing… we want to hear YOU. Turn up your mic at D365UG/CRMUG Summit Nashville. Step out from behind your monitor and get in front of the microphone at D365UG/CRMUG Summit , October 10-13, at Nashville’s show stopping Gaylord Opryland Resort. Learn from thousands of fellow users who all have their own approach to putting Dynamics to work. Meeting in person is key to pushing the Microsoft Dynamics 365 & CRM community forward. It’s an electric experience that will power your user group conversations with big insights, and big returns. Shaping the future of Microsoft Dynamics 365 Microsoft sessions gives you the platform ...

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Param Kahlon Announced as Microsoft Product General Session Speaker at D365UG/CRMUG Summit Nashville

By Delaney Freer posted 10 days ago

D365UG/CRMUG Summit Nashville , October 10-13, is the one place this year where you’ll take part in electrifying general sessions, essential peer-to-peer knowledge exchanges, product insight forums, and authentic networking opportunities. One of such exciting general sessions is the Opening General & Microsoft Product Session on Wednesday, October 11, with newly announced speaker Param Kahlon , General Manager for the Dynamics 365 Customer Engagement Program Management Team, Microsoft. Param is responsible for driving the product roadmap & strategy for CRM and strategic incubation projects. He has over 20 years of experience in strategic ...

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D365UG/CRMUG Summit Nashville: The Mic is Warmed Up!

By Whitney Mitchell posted 11 days ago

This year Dynamic Communities commissioned vibrant artwork for D365UG/CRMUG Summit Nashville from digital artist Punchgut. This artwork is inspired not by Dynamics (the software), but by YOU - the dynamic community of users and partners who bring the intention of this tool to life. We are releasing a new element from this one-of-a-kind, energetic piece every month. Did you miss last month's cowgirl feature? We are excited to introduce the September D365UG/CRMUG Summit custom artwork element: The Microphone! In this fourth and final sneak peek of our custom artwork we unveil the Microphone. Why? Because this is your chance to use your voice. We’re ...

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Hurricane Harvey: How the Community Can Help

By Andy Hafer posted 14 days ago

With the destruction caused by Hurricane Harvey weighing heavily on the minds of those in the community, I wanted to make you aware of how your actions at D365UG/CRMUG Summit Nashville in October can help those affected by this natural disaster. I had a conversation with Eric Taft, Community Engagement Manager for Rise Against Hunger. Here’s his response: Rise Against Hunger primarily delivers humanitarian aid overseas, but has focused some of their relief efforts to aid those in Texas affected by Hurricane Harvey. According to the Rise Against Hunger website, “We stand ready to distribute more than 45,000 meals to those affected by the storm. These ...

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Solve your CRM headaches with the Dynamics CRM Black Belt Course!

By Shane Wolf posted 15 days ago

How much time have you wasted trying to find answers to your CRM issues? The CRMUG Academy Black Belt Series offers advanced CRM training so you can solve your CRM challenges and be more productive in your everyday work life. The CRMUG Administrator Black Belt Training Series is a structured, online series for Microsoft Dynamics CRM administrators, super users, and department heads. The Series is designed to help you master the art of administrating, configuring, and adapting Microsoft Dynamics CRM 2015. These courses are available in the full series , as well as divided up by topics and level of difficulty. The on-demand training courses allow you to learn ...

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Get your Dynamics 365 Game On with Gamification!

By Beringer Blog Team posted 15 days ago

Football season is upon us which means that office competition is going to be over the top with pick 'em pools and fantasy teams frenzy! What if you could get that same energy and competitiveness geared towards your Dynamics 365 system? You can by taking your end-user adoption to the next level by enabling Gamification. Whether you use your D365 system for Sales, Customer service, or both, all of your users can join in the fun. Your sales and customer service users can compete on an equal playing field by setting up KPIs for each independently. Customer service can have a KPI for Cases Resolved while Sales can have a KPI for Leads Qualified. ...

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Register for Pre-Conference Academy at D365UG/CRMUG Summit & be entered to win a Nashville Backstage Pass

By Delaney Freer posted 15 days ago

Go-to training for the greatest ROI available October 9-10 at Gaylord Opryland Take advantage of focused, instructor-led classroom training before D365UG/CRMUG Summit officially kicks off in Nashville with Pre-Conference Academy. According to Business Insider, Nashville is one of the “13 hottest American cities of 2017.” And we’re turning up the heat! How? If you’re a D365UG/CRMUG user member, you could be qualified to be entered into a drawing to win a Nashville Backstage Pass*. To be entered into the drawing, please complete one of the following activities by Wednesday, September 27: Register for 2 or more Pre-Conference ...

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Create Custom Activity Entities in Dynamics 365 for Sales

By Jim Bertler posted 17 days ago

Tracking activities is one of the most important and beneficial aspects of Microsoft Dynamics 365 for Sales. Knowing the interactions your sales people and staff have with your customers is vital information. Within Dynamics, users have the ability to track Phone Calls, Tasks, Emails, and Appointments right out-of-the-box. The ease of logging an activity like a phone call with a prospect, noting what was said, what time the phone call took place, and setting a follow up task makes it almost inexcusable to not keep a record of. Other than the four activities that come with Dynamics, users will often have a need for other types of activities. For example, Logan ...

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Upcoming D365UG/CRMUG Academy Classes!

By Shane Wolf posted 17 days ago

Are you are looking to master different types of Dynamics 365 solutions? CRMUG Academy has upcoming courses that explore best practices and frameworks for creating a test suite for automating tests of a Dynamics 365 solution, considering unit tests, user interface tests and performance tests. Stefano Tempesta can help you master different types of testing of Dynamics 365 solutions by using Visual Studio and open source frameworks for creating robust automated test suits. His courses explore best practices and frameworks for testing Dynamics 365 solutions while learning how to generate detailed metrics for evaluating the quality of Dynamics 365 solutions. ...

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D365UG/CRMUG Summit Nashville Advanced Pricing ENDS THURSDAY, SEPTEMBER 7!

By Delaney Freer posted 17 days ago

There’s still time to register for D365UG/CRMUG Summit Nashville at a discounted price. Advanced Pricing is available through this Thursday, September 7! Take advantage of this boot kickin’ deal and save $200 instantly. D365UG/CRMUG Summit is a one-stop-shop for all of your Dynamics 365 & CRM needs. Here’s a recap of the many benefits shared over the past few months: Education galore. Consistently rated the number one reason to attend, 200+ breakout sessions will provide in-depth, hands-on educational opportunities. There is something for everyone on your team: View schedule. Additional training. L earn from the experts ...

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Dynamics 365 Project Service Automation

By Beringer Blog Team posted 21 days ago

Dynamics 365 Project Service Automation adds robust Project functionality to your Dynamics 365 instance. Projects can be synced from Office 365 Project or they can be created independently within your Dynamics 365 instance (this feature must be available and enabled, and access is dependent upon your licensing). For this blog, I'd like to walk through creating a Project from within Dynamics 365. Create Project Start by going to the Project Service/Projects area of Dynamics 365 and clicking "New Project." Once you fill in the information, you can select a Project Template if available. Estimates will be automatically added based ...

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Kick up your Power BI Prowess at D365UG/CRMUG Summit Nashville

By Delaney Freer posted 21 days ago

Organizations all across the world are leveraging Power BI to transform their data and find answers to their most important questions . This year at D365UG/CRMUG Summit , held October 10-13 in Nashville, TN, take advantage of brand new Power BI education , provided by the Power BI User Group (PUG). Learn more about PUG. The Power BI track at D365UG/CRMUG Summit, offered Thursday, October 12, will feature approximately 20 sessions that allow you to dive into Power BI and come home with an action plan. Who should attend Business Analyst, Developer/DBA, Data Scientist, IT Professional, Security Administrator, System Administrator, ...

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How We Have Seen Digital Transformation Impact Three Clients

By Ryan Plourde posted 21 days ago

Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance Microsoft’s Skype software which provides video and voice calls as well as instant messaging, can help a company move faster and maintain accuracy. Digital technology can help facilitate employee workforce mobility programs, providing a big boost to employee productivity ...

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Top 4 Most Downloaded Webinar Recordings

By Liz Shine posted 25 days ago

Hi content seekers, Ever wanted to know where other users are finding a boatload of value on the platform? Well you've come to the right blog. After compiling a list, here are the 4 most downloaded webinar recordings. Happy viewing! 1. Putting Power BI to Work: An In-Depth Look From End to End 2. Tips and Tricks Querying for Data with Power BI Desktop 3. Managing Power BI Getaways and On-Premises Data 4. Connecting Power BI to On-Premise Dynamics CRM/GP Data

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