Blogs

In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features.Previously I wrote about generic updates and the updates in  Dynamics 365 Sales  and  Dynamics 365 Customer Service  and in last week’s article I wrote the first half of enhancements and new features for Dynamics 365 Field Service. If you haven’t read that article yet you can do that   here . In today’s article I’ll discuss the second and final half of Dynamics 365 Field Service features and updates. I will discuss the following topics: ...
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In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about the updates in Dynamics 365 Sales and Dynamics 365 Customer Service Part 1 and Part 2 . In today’s article I’ll discuss Dynamics 365 Field Service features and updates. There were also a lot of updates for Dynamics 365 Field Service in this release which means I will also break this article up into two parts. In this first part I will discuss the following topics: Functional Locations and Asset Hierarchy New ...
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In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for   early access . In last week’s article I wrote the first half of enhancements and new features for Dynamics 365 Customer Service. If you haven’t read that article yet, you can do so   here . In today’s article I’ll discuss the second and final half of Dynamics 365 Customer Service features and updates. The topics I’ll discuss are: Analytics and Insights Settings Legacy Scheduling Knowledge Articles Multi-session Forms Customer Service Workspace App Smart Assist Analytics and Insights Settings ...
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In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. If you want to see the list of early access features you can access them   here . I am writing a few articles where I’ll do an overview of the updates and new features included in early access. In last week’s article I discussed generic enhancements and the updates and new features for Dynamics 365 Sales which you can read   here . In this article I’ll discuss the   Dynamics 365 Customer Service   new features and updates. There are so many things to discuss in Dynamics 365 Customer Service, ...
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In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. If you want to see the list of early access features you can access them   here . I am going to write a few articles where I’ll do an overview of the updates and new features included in early access. In this article I’ll be discussing some generic updates and Dynamics 365 Sales updates. The topics I’ll discuss are: Generic Updates   & Enhancements App switcher Timeline Emails Forms Dashboards Dynamics 365 Sales Convert to PDF Forecasting Updates NOTE: ...
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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 ...
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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 ...
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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
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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 ...
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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 ...
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