Blogs

Rex Tan is our Most Engaged Member of the Week!

By Kassandra Fredrickson
The dust has settled from Summit North America, but the excitement and energy remain in the air! As we all return home to our normal schedules, we want to recognize members of the community who keep the buzz and energy going strong in our community. This week we are thrilled to recognize our most engaged CRMUG Member of the week, Rex Tan! He was engaged at Summit, and continues to stay engaged and active in the community! Many of you may have seen him present at Summit, or have seen his face and name around the online community. I hope you can find a couple of minutes to take in what he had to say about being an engaged member in the CRMUG Community.   ...
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Leading Asia Pacific partner, IBIZ Consulting Services, powers customer support with Dynamics 365 All-Channel Solution

By Nicolle Huntingford
Leading Asia Pacific partner, IBIZ Consulting Services, powers customer support with Dynamics 365 All-Channel Solution Background: IBIZ Consulting Services is a leading consulting services company and a value-added reseller for strategic solutions across Asia Pacific. The customer support team supports more than 500 Enterprise and SMB customers using Dynamics 365 across multiple countries and time zones. The previous use of a myriad of different communications tools, not integrated with each other or D365, was hampering the customer support experience with customer interactions being missed, dropped or not being documented. IBIZ ...
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Adding Table to the Email Template in Dynamics CRM 365

By Ram Kiran Yarramasu
Ever wondered why Sales is one of the pivotal departments in an organization? It’s not easy to meet a stranger, talk about your service or product within a short span of time and convince him/her to reach into the pocket and shell out some money. The unique and important role of Sales is to bridge the gap between the potential customer’s needs and the products/services that the organization offers that can fulfill their requirements. And every organization has its own way of doing sales including approaching customers, making deals, selling products/services and involving a unique sales pipeline. Now in such a high pulsating environment, you can’t expect ...
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Compare Instances In Microsoft Dynamics 365 environment

By Ram Kiran Yarramasu
One has to be living under a rock for not knowing the versatility and the scalability feature of   Microsoft Dynamics 365 CRM   in today’s business environment. Compared to the other CRM products that are available in the market, Dynamics 365 stands out as a highly flexible and comprehensive solution provider. The product can be tailor-made as per the client’s requirements, industry or even the last-minute change that the Consultant might have thought of to provide ease of business. The size of the organization isn’t a challenge at all, because Dynamics 365 CRM fits like a glove everywhere. Most companies are looking for an ‘out of the box’ solution, ...
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Repair your Data Weakness and see your Profits Rise

By Martin Doyle
Possibly the only thing everyone in business agrees on, is that money talks. Whether you’re looking at turnover or profit, the end game is the same – to make the numbers better. What makes it incredible, is that so many businesses are happy to overlook obvious ways to boost those figures without having to chase more sales. Trust me – it’s not as unlikely as it sounds. Let’s talk about Data Quality I often hear people talk about   data quality, but in reality, its quality data we require . As the renowned quality expert, W Edwards Deming puts it. “Without data you are just another person with an opinion”. What we should actually be talking ...
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eXtreme365 is a Unique Opportunity for Partners

By Christy Testing
eXtreme365 is an unparalleled Partner opportunity On October 13 th , over 300 Partners of all types will attend eXtreme365 to build relationships, learn from real-world experiences, and dive into technology so they can stay a step ahead of the competition. Consultants, developers, executives and sales and marketing from partner organizations attend for sessions led by Microsoft and industry experts and to connect in a partner only environment. This year, eXtreme365 will have a special track dedicated to the ISV community.   Microsoft Executives Connecting Directly with Partners at eXtreme365 We are excited to have Toby Bowers delivering ...
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Meeting People is HARD - Networking Tips

By Malcolm McAuley
Networking can be tough, especially when at an event where everyone seems to be doing something. Here are some tips for networking and engaging with others that have helped me in the past… Remember, you’re at the same event! Right off the bat, you have something in common with everyone around you. Ask people about their most recent experiences. This sounds complex but it’s really not. It’s a mix of closed and open ended questions that get people talking about the here and now. Take a minute to think about where you are and you’ll have a list of things to ask people… Did you travel in for the event? If so, where from? How long was the travel? How ...
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Power Apps Performance & Reliability with Solution Checker

By Hema Shamala
Microsoft PowerApps With Solution Checker Sometimes the need to meet the project deadlines can get better of you  and you might want to run the quality check next time. You wanted was a  swift way to check for reliability and performance issues. That was a  problem a year ago. Now, with the introduction of the Solutions Checker,  you can inspect your code against a set of best practice development  rules specific to customizing and extending the CDS for Apps platform.  You can get access to rich detailed reports listing issues identified,  severity, locations, and sometimes the line code, with linkage to detailed  prescriptive direction on how to ...
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2019 Mid-Year Review: Top 10 D365UG & CRMUG Webinars

By Delaney Freer
D365UG & CRMUG are excited to feature our Top Downloaded Webinars for the first half of 2019, covering everything from Customizations to the Power Platform. As hard as it is to believe, we are already nearly through 2019. To keep from moving too fast and to celebrate all of the great content our User Group volunteers contribute every day, let’s rewind the clock and take time to appreciate the top performing virtual content from the first half of 2019. Did you know there are 121,000+ educational content session downloads annually across all User Groups? As a way to highlight some of the amazing success and incredible programs community members ...
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Head Back to School with Academy!

By Gwen Toay
It’s that time of year again, and now that school is officially back in session we encourage you to get in on all the Back to School fun with CRMUG Academy ! With webinars, virtual training courses, and Black Belt series, we know that we have the education you’re looking for. The best part? You can do it all from your own desk. That means no worries about missing the bus for you! We See Your Hand Raised What is Academy, you ask? Great question. CRMUG Academy offers an abundance of virtual training and education opportunities on Microsoft Business Applications that you and users just like yourself use daily. How Do I Get Involved? It’s easier than ...
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Improve efficiency of Call centers using Dynamics 365 and Azure cognitive services

By Jandost Khoso
Photo by  Hrayr Movsisyan  on  Unsplash I am Fascinated by sophistication of Azure services and how they help us to improve our solutions and extend the way we can solve customer problems. Recently I had a requirement to implement  a dynamics 365 solution to enable a call center to capture cases while their operators are offline. One solution was to provide a self-service portal to customers to log the cases when Call center operators are offline. But in this case the customer was looking for something very quick to implement and having the ability to link incoming cases with their call center channel and derive some reporting based on it. Approach ...
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Aaron Howell, our Most Engaged Member of the week, has a 'tall order wish.' Curious what it is?

By Kassandra Fredrickson
A new week, a new Most Engaged CRMUG Member of the Week! We cannot wait any longer to share with you all of the golden nuggets of wisdom we got from our interview this week with @Aaron Howell . I will not ramble on any longer, this one is too good not dive right in to. Enjoy, CRMUG Community!     If I am new to this community, what can I absolutely not miss? Trainings (so many) and get involved with your local chapter group.   What was life like for you before Customer Engagement or CRM?? I started with CRM over 11 years ago and it was another world before then. I’m constantly inspired by the CRMUG community in how supportive, ...
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Vote Today for your 2019 All-Stars!

By Laurie Gramer
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 User Group All-Star Award candidates are determined by criteria associated to participating, volunteering, and sharing across all areas of the User Group: Leadership – has dedicated significant time and expertise to educate the community and is an active participant in numerous User Group activities. Passion – has demonstrated passion for teaching and sharing their Microsoft Dynamics knowledge ...
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We’ve got some outstanding members in our community, are you ready to meet them?

By Kassandra Fredrickson
Hello CRMUG Community!  Are you ready to meet some of your CRUMG Community Members who are lighting a fire on their engagement levels?  Would you like to know if they had one CRMUG wish offered to them by a genie what it would be, or who they really look up to in the CRMUG World?  If learning from your fellow user group members sounds like something you don’t want to miss, then stay tuned as we highlight our Most Engaged CRMUG Member each week!  We are so thrilled we had the opportunity to ask our Most Engaged CRMUG Member of the Week, Sissy Böttcher, a couple of questions about her life as a CRMUG Member.  We enjoyed hearing what she had to say, and are ...
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Get in the Know! Inside Look into Summit North America with MSDW

By Delaney Freer
MSDynamicsWorld.com is collaborating with Dynamic Communities to explore the upcoming  User Group Summit North America  conference, October 15-18 in Orlando, FL, in a series of preview articles. We’ve compiled the expert interviews that cover Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM into one place.  Happy reading! Sharing Dynamics 365 for Customer Engagement user adoption best practices Heidi Neuhauser, Director of CRM Projects @Heidi Neuhauser  of Reenhanced has used every version of Dynamics CRM from 4.0 to D365 CE, working from both the User and Partner side. Read about her passion for ...
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Member Success Story: D365UG & CRMUG, A True Sense of Community

By Delaney Freer
Company: Cherry Bekaert LLP Cherry Bekaert LLP is one of the top 25 accounting and consulting firms in the United States and has been in business for over 70 years. Industry: Accounting and Consulting Firm Headquarters: Richmond, Virginia Interviewee: Patrick Wright, Marketing Technology Lead Number of users: 20 Power users Product version: Dynamics 365 "Being a part of the D365UG & CRMUG community makes me a better employee. I am happier and the exchange of ideas that happens with other Users always gives me renewed energy." - Patrick Wright Patrick works closely with the chief marketing officer (CMO) to identify data ...
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Register before the Early Bird deadline for User Group Summit North America 2019 in Orlando!

By Gwen Toay
Big news – registration is open for User Group Summit North America. This one-of-a-kind event for learning, sharing and connecting, is happening again October 15-18, 2019! Registration is open – so register now and take advantage of our $400 early bird discount!   Summit is the premier annual conference for Microsoft Dynamics 365 Customer Engagement and Power Platform (Power BI, PowerApps, and Microsoft Flow) users, partners and Microsoft experts. Connect with the community and gain vital knowledge to maximize your software performance and further your job role, career and product investment.   There are plenty of reasons to attend this ...
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Going Deeper with the Next Phase of Dynamics 365 Academy

By Tony Stein
Back in 2013, the CRMUG "CRM Admin Black Belt" series were introduced to the community and the response has been overwhelmingly positive. The program was created by 7x Microsoft MVP and CRMUG All-Star Gus Gonzalez , and the content and skills included in the program were crafted based on hundreds of Administrators trained after dozens of Dynamics CRM/365 implementations. The program became an Industry standard, and we currently have over 300 certified D365UG|CRMUG Black Belts . In addition to the CRM Admin Black Belt series, we have provided countless other courses and readiness opportunities that aim to give you the real world skills you need to be successful ...
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How to create a Note through a Console App

By Gerry Yurko
Recently I had a request to create a Note for 168 Records under an Order.  It was the same note for each instance, so I decided to create a quick Console App to do this.  There were a couple of things that needed to be resolved before creating a Note.  I needed the Record's unique Id but I also needed the Record's Object Type Code.  Fortunately I am "On-Prem" so it is pretty easy to get.  However, I wanted to make this program more generic than that and able to work On-Line.  So I needed to get the Object Type Code through a Query. In searching through the Internet, it took me looking at over 10 different Web Pages to get enough information to create my Query.  ...
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Making PowerBI Easier

By Nelson Johnson
I recently learned about a cool tool in XRMToolbox called Power Query M Builder (PQMB) by Mohamamed Rasheed (ITLec) and Ulrick “CRM Chart Guy” Carlsson (eLogic LLC) and I love the tool. It lets you generate Power Query code using Dynamics 365 views as your starting point, then you can tweek them using FetchXML Builder to get more complex queries, and then  generate a full query that produces the field names using the labels from your CRM metadata. This process is much faster than starting from scratch using the Power Query tool to build up a query to find the right data, plus, it has the added advantage that you can easily change the connection URL for all ...
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