Blogs

The Microsoft Dynamics 365 Release Notes for the April 2019 release have arrived - CRM nerds rejoice! The Business Applications April 2019 release bring some enhancements and updates to the  Dynamics 365  platform which promise to deliver significant capabilities to transform your business. It's important to note that deployment of some of these features in the "April 2019" release actually happen anytime from April through September 2019. Dates and features are subject to change as well. For those of you who don't feel like spending a few hours reading through the entire notes, I've summarized some of the updates/changes/enhancements below. Without further ...
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Have you had trouble in the past few days with your Chrome users having to rename the files they download? This is a known bug in Dynamics exposed by a recent update in Chrome. It can be easily resolved by having your users rename the download file, but I have made it a little easier and have written a Chrome plugin for you that will automatically rename download files start start and end with `'`. Click the image or link below for the extension that will resolve this issue for you and your users automatically: Dynamics CRM File Download Fix If you've enjoyed this, please leave a comment or "Like" this post. Thanks! Nick
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Recently, I helped a CRM Developer learn how to embed a view of his Audit History directly into his form. Keep reading for a step-by-step process explaining exactly how this is done and find a code sample you can download and use to power the same behavior inside your entity forms as well. First, let’s look at what we’re inserting. Our view of the audit history will be the same view that you see when you select Audit History from the Form Navigation. If you’re using v9, it looks like this: Now that we’re on the audit history page, let’s take a closer look at how this is displayed. If you use the Developer Tools for your browser, you’ll find that this ...
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I am excited to be able to deliver my "Portals Jump Start" class at the UG Academy in Amsterdam on March 25-26th. As businesses grow in their use of Dynamics 365 and the Power Platform, there is always the need for these businesses to serve their customers on a 24 x 7 basis.  While technology advancements like PowerApps and Flow help empower the staff at these organizations, Dynamics 365 Portals provide an interface for external stakeholders and an important component in building a complete business application. Portals will continue to be an important pillar in the Power Platform.  The April '19 release notes highlight that Portals will soon be available ...
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I hate to say it, but your system performance depends on many things. Here is my check list of possible issues, ranked from most to least likely (in my humble opinion): Synchronous workflows and plugins - You could test this (in a sandbox) by deactivating them and see if there is a difference in performance. Check your Settings/System Jobs to see if you have a lot of activity in there (especially failures). If you have years worth of system job data, I highly recommend you set up scheduled Bulk Record Deletion jobs. Data duplication rules – how many published rules do you have? Turn them off and see if there is a difference. Browser plugins (including ...
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SUMMIT HANGOVER!! It’s a couple of days after Summit 2018 in Phoenix and if you are anything like me, you over-indulged - not just at the partner parties, but also on information! Pre-academy classes Breakout sessions Partner showcases Medic information Conversations with vendors at the expo Keynote Not to mention all of the great people you met and had conversations with.  Now you are back home, thinking about the lengthy to do list you left behind to attend Summit as well as all of those great things you brought back from Summit. You are excited about what you learned, ...
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DynamicsCRM WordPress Customer Portal Stay connected with your customers at all times and make your connection a productive one through Microsoft DynamicsCRM - one of the most popular CRM tools! It brings a lot of convenience for your CRM users as they can manage schedules, documents, cases, accounts and order sheet details with ease. Dynamics CRM WordPress Customer Portal not only processes your database but also keep its detailed records. MS Dynamics Integrated Workspace Created with WordPress Secure Sign-In Create Mass Credentials View Quotes, Invoices, Orders and Contracts Customized Module Layout Calendar Management Role Specified ...
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The Doctors are in, October 15-18! They'll fix you right up! Do you and your co-workers have a long list of issues on any version of Dynamics 365 Customer Engagement & Dynamics CRM that you face every day and would love to have answered? For example... After installing the upgrade to versions 365 2.2 we are getting bombarded with an error message. What gives? As part of our 365 upgrade, how can I change the color of these System Icons that don't have the same functionality as entities in customizations? Another example would be most anything in the "Administration" section, like the icon for "Administration". We are in the midst of an ...
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​Are you getting excited?! I am. I've been taking time to review the session calendar - so much good stuff!   This will be my third UG Summit, and I've attended several other conferences like this in the past. I recall the first time I went - I was utterly overwhelmed. There was so much goodness that I felt like I was running from session to session grasping everything I could. Alas, much leaked out of my brain because I was taking in information on so many different things. I recall flying home thinking, "What the heck just happened?!".   The next time I went in with a plan. The overall goal was to learn - that's inevitable at these things. There is literally ...
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Join fellow Developers this October at CRMUG Summit Phoenix! Developers working in Dynamics 365/CRM need passion.  You don't want to do enough to just "get by" and meet the minimum criteria. In order to hone your skills and create code to be proud of, it's important to receive regular training. Where's the best place to learn new and improved developer tips?  CRMUG Summit Phoenix  is happening October 15-18 in Phoenix, AZ and there is an entire track dedicated to Development, alongside  Pre-Conference Academy classes . 13+ Hours of Developer Training The Development track is focused on beginner and advanced custom extensibility ...
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Join fellow Project Managers this October at CRMUG Summit Phoenix! Being a project manager in the Dynamics 365/CRM world means your job has many moving parts. The business requirements you need to gather for maintaining and upgrading systems are highly important, but when you lack the training and information you need, the task becomes very difficult.  While we can't solve all your challenges in a day, we can provide you with the knowledge you need to tackle them head-on when you return to the office.  CRMUG Summit Phoenix  is happening October 15-18 in Phoenix, AZ and there is an entire track dedicated to Upgrades & Implementation, alongside  ...
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User Group Summit is extremely excited to announce our keynote speaker, James Phillips! James Phillips is a Microsoft corporate vice president and leader of the company’s Business Applications Group – a product development organization with over 5,000 team members spanning the globe. His teams build and operate Microsoft’s business applications and services; and the application, integration and intelligence platforms beneath them – collectively powering the digital transformation initiatives of some of the world’s largest organizations. James is a highly sought-after speaker and looks forward to seeing you at the Microsoft Business Applications ...
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Join fellow Administrators & IT Managers this October at CRMUG Summit Phoenix! Configurations, customizations, and automation - oh my! All laughs aside, we know the above are some of your biggest pain points as an Administrator or IT Manager.  While we can't solve all your challenges in a day, we can provide you with the knowledge you need to tackle them head-on when you return to the office.  CRMUG Summit Phoenix  is happening October 15-18 in Phoenix, AZ and there is an entire track dedicated to Administration, alongside  Pre-Conference Academy classes . A is for Admin Designed to help all administrative or IT owners who ...
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Evolution of Maps in Business - Past (Part 1) By definition, Business is an activity that allows us to make our living by either producing, buying or selling goods and services. The way we interact and exchange goods with others evolved with the growth of our species. With the evolution of our civilization, the business evolved, and it was not just buying or selling goods with nearby people, we needed to explore and expand our reaches. The explorer instinct in us allowed us to spread our species throughout the world and to get from point A to point B was always a challenge that we needed to overcome. For several millennia, we used stars, mountains, ...
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Altec is a leading provider of integrated document management and process automation solutions.  What began in 1985 as a small forms company has evolved into a world-class business solution provider focused on helping companies run their organizations better, operate more efficiently, and build stronger bonds with their customers, suppliers, and employees  The company’s flagship product, DocLink, a document management process automation solution, helps companies connect people, processes and data for competitive advantage.  Companies looking to make a digital transformation can implement DocLink, which effectively eliminates the need for paper while automating ...
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​ Hello everyone,    The CRMUG All-Star Award program recognizes CRMUG members who have a passion for Microsoft Dynamics CRM and have made significant contributions of their time and expertise to educate, connect, and participate in the greater CRMUG community. Criteria: CRMUG All-Star Award candidates are determined by criteria associated to participating, volunteering, and sharing across all areas of CRMUG: Leadership  – has dedicated significant time and expertise to educate the CRMUG community. Passion  – has demonstrated their passion for "paying forward" their CRM knowledge and experiences. Resolve  – has shown willingness to help others ...
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What do you mean, Back to School ?   With August in sight, back to school is on everyone’s mind. Feel like you’re missing out? Have no fear – new Academy courses are here! The Academy team has been working hard to add additional and NEW courses to the 2018 schedule. With all the upcoming training opportunities, you can be certain you won’t feel out of the loop on the back to school vibe. So what exactly is Academy? Academy offers a variety of virtual – that is, online – classes that provide training on different business applications that people like yourself use every day. How does it work? You choose a class and time that works in your schedule, ...
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According to Gartner , global CRM software revenue reached $39.5 billion at the end of 2017. Its market dominance is set to continue in 2018, predicted to reign as the largest and fastest-growing software market at a growth rate of 16%. With the evolution of IoT and forthcoming GDPR, it’s no wonder more businesses are looking to benefit from new CRM technology that will drive maximum value – as well as keep the business compliant. Let’s take a look at what can you do to extend the life of your Enterprise CRM system and drive even more opportunity for your business. A Broader Reach Beyond Sales and Marketing Traditionally, CRM use has been ...
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Let's assume that we have multiple instances, production, and two sandbox instances for QA and development.  Without a security group applied to each of those instances, all active users in Office 365 with a Dynamics 365 license assigned to them will sync into each one of those instances.   These users will appear in your instances as active users, but you will still have to give them at least 1 security role to allow them access to the D365.       Add a Security Group   Adding a Security Group to your instances acts as a filter so that only the users that are part of that security group will be active users in the target instance.   Any user who ...
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In the past, many large enterprises have felt the need to choose between ERP and CRM. They didn’t feel they could justify the expense of implementing both, let alone integrating them together. Often, the choice of which system to implement came down to whether the organisation saw its profit drivers as being internally or externally-driven. A sales-focused organisation might have decided it would gain a greater advantage from an external-looking system like CRM. The differentiator for these kinds of organisations, after all, is external relationships – and that’s where a CRM system comes into its own. An electronics manufacturer, on the other hand, might have ...
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