Blogs

Financial management   is an important part of any project, especially when you work with your client on a time and material base. Making a client comfortable and in a full agreement with the services you invoice for is always a challenge. Throughout my years of project management experience, I have developed 5 steps I always take before billing my client: 1. Budget Estimate Approval:   Approving the estimate is a crucial step that you can never skip. Most of the clients have internal budgets in place and reporting to higher management is a required part of any project they are undertaking. Rightfully so clients would want to see the budgeted ...

JOIN US FOR SUMMER SCHOOL E-LEARNING WITH MARKETING RESOURCES AND TRAINING As a marketer working in a pandemic, constantly improving your marketing approach is essential. Get ready to check 'learn something new' off your summer bucket list!  Boost your D365 CE/CRM marketing knowledge  with educational resources you can access from home to help your organization thrive: Watch Recordings or Register for Live Webinars Full Members can access recordings! Check out hundreds of recordings , including a dedicated Marketing folder. Here are some recent and upcoming:  Microsoft Dynamics 365 for Marketing First Look Panel ...

I just created my first canvas app using a model driven CDS power app and the Power Apps canvas builder. I've got to say I'm quite happy with the results. I documented my creation and added to my blog. Here's a link to the article: Creating a Canvas App .  I hope this can be of use to anyone who is considering leveraging Power Apps for their busine

Problem: Need to call a Bound Action in Dynamics CE when a button is clicked in an Embedded Canvas App that is on a CE form. Solution: Must call a Parent Flow from the button action and then call a Child Flow from the Parent Flow. The Child Flow performs the Bound Action. If you only use one Flow that performs the Bound Action and try to associate the Flow with the button in the Canvas App, you will get a "Failed during http send request" error and you will not be able to associate the Flow with the button. Microsoft support confirmed this is a known limitation and they are working on it. They provided the workaround of using the Parent/Child Flow setup. I ...

Sales usually goes hand in hand with CRM in business operations. Therefore, having a proper sales automation tool is essential to be effective. The question remains however, how can the Microsoft Dynamics 365 become a sales tool?  Before we answer, what is sales automation?   Sales automation is mechanical help with tasks that usually take too long along with CRM tools and artificial intelligence classifying and sorting the information to capture the most relevant for each business. Sales automation therefore, benefits your sales teams and business as a whole.  The answer is:  By discovering Touchdown add-on !   Touchdown  has recently ...

Ah Portals, our favorite child of Microsoft Dynamics CRM. It's been around for while and people have gotten used to it as a piece of the D365 picture. However, people are starting to pick up on the fact that the Power Platform has a Portal offering too? Is this the same thing? How do Portals fit into the picture of Power BI, Power Automate, and Power Apps? Portals and Customer Engagement Well I suppose the first thing to clear up is how Portals fit into Dynamics 365 Customer Engagement. And to do that, we need to clear up how Dynamics 365 Customer Engagement fits into Dynamics 365. Well for starters, it's not Dynamics 365 Customer Engagement ...

Hello D365CE/CRMUG presenters, supporters and experts: I’d like to announce that the Call for Proposals for Summit North America 2020 in Nashville, TN. We are all hoping and praying the world will be back to its new normal by that time, and we are planning positively with that in mind. You received this email because you are a UG supporter who has shared your talents and expertise with other Dynamics 365 Customer Engagement users at conferences, chapter meetings and/or webinars. Thank you for delivering, educating, building, and supporting the user group mission for Dynamics 365CE and Dynamics Customer Engagement. In 2019 for Summit North America, we received ...

D365 CE Team Member License Enforcement, how will this impact your users? The April 2020 Wave 1 release for Dynamics 365 Customer Engagement will include a change that may impact users in your company that currently have the Team Member license assigned to them. You may have already received an email from Microsoft making you aware of the upcoming change. So how exactly will this impact these users? The biggest change will be access to existing apps in CE. There will be new applications released that are specific to this Team Member license. New Team Member License Apps Customer Service Team Member Sales Team Member Project Resource Hub ...

I created this project with the purpose of helping people develop js web resources. This project can help you with design, coding, testing and make your web resource production ready. If you have any questions, feel free to ask. The project will also have little helper code to make coding easier. https://github.com/rexkenley/d365js

You cannot export the Default Solution as a Managed Solution, and you cannot deploy a complete Default Solution from Microsoft Dynamics CRM on-premises to Microsoft Dynamics CRM Online or the other way around. You can deploy a custom Solution between two Microsoft Dynamics CRM 2013 systems that use either platform. Hitachi Interview Question Explain OOPS concept OOP Features Object Oriented Programming (OOP) is a programming model where programs are organized around objects and data rather than action and logic.  OOP allows decomposition of a problem into a number of entities called objects and then builds data and functions around ...