Blogs

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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SETTINGS AREA IN UNIFIED CLIENT INTERFACE (UCI)

By Jandost Khoso
I provisioned a new Dynamics 365 environment and as I expected all applications are now in Unified Client Interface (UCI) however, despite being Administrator, I was not able to find the setting area. After spending few minutes, I found that now the setting area is accessible through the gear icon on the top navigation bar. Follow the below images to see where to find it
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Customizing Field Service Scheduling Board

By Jandost Khoso
In my opinion Field Service Schedule Board is a masterpiece. It allows resources and schedules to be viewed on nicely designed user interface. I have been working on a project where we had to customize field service schedule board and I am sharing my experience of customizing the schedule board in this article. I hope this article can be useful for the community in future. Customization Capabilities Before going further and talking about actual customization, let's set the stage by outlining some facts. The schedule board functionality can be extended using "Scheduling Board Setting" button on the schedule board. The setting tab allows you to ...
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DEMYSTIFYING DYNAMICS 365 PORTAL PROJECTS - PART 2 PROFILE PAGE

By Jandost Khoso
Part 1: Demystifying Dynamics Portals Project – Analysis and Design  https://dynamicsce212.blogspot.com/2019/03/demystifying-dynamics-365-portal.html In the  part 1  of the series, I shed light on some of planning and analysis activities involved in a Portal project. From this part, I will be writing about some common portal project requirements and the way I have addressed those requirements. Site Settings One of the most basic portal configurations happen in Site Settings. Site Settings contain some global configuration used by portal framework. The complete list of portal site settings can be found  here . However, there are some settings ...
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DEMYSTIFYING DYNAMICS 365 PORTAL PROJECTS - PART 1 ANALYSIS AND DESIGN

By Jandost Khoso
Dynamics 365 portal is one of my favorites in Dynamics 365 applications. Dynamics Portals are easy to understand, easy to setup and easy to implement and simultaneously they are very powerful and flexible at the same time. I have been part of several portal projects in the past couple of years and learned so many things from blog posts, community questions/answers and my own. I would like to share my journey of implementing portal projects with you. The way I am going to take you through this journey will be different. I aim to create a multi part blog series which enables any architect/consultant/developer to understand what common requirements in many portal ...
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Microsoft Dynamics 365 April 2019 Release Notes Overview

By Heidi Neuhauser
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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Are you having trouble with Chrome file downloads in Dynamics? I wrote a FREE plugin for you.

By Nick Hance
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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How to embed Audit History (or almost any other view) inside an Entity Form

By Nick Hance
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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