Get started with Learning Path Authoring in Dynamics 365 and ideas for extensions

Training and User Adoption are always popular topics at conferences and events because they are often two of the most difficult parts of a software project to plan for. Training can be done by-the-book however there are a lot of things that depend on good training. This can range from the actual knowledge of the trainer and their approach to cater for different learning styles. User Adoption ensures that users use the system that is being introduced...

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How to set up standard Cognitive Services API Integration in Dynamics 365 (with some custom bits too!)

Note – This post discusses preview features which are, at time of writing, only available in the US. You can take out US based trials, as I did for this post, to demonstrate the functionality which will hopefully be coming to EMEA soon however there are terms and conditions you must be happy with for using preview features, US trials and also using the Azure functionality in regards to access to data and the sharing of...

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Getting started with Actions in Dynamics 365 & Smart Buttons in Ribbon Workbench 2016

Actions are a type of process within Dynamics CRM/365 that you may or may not have already heard of. They are not as well known as workflows and are viewed as an internal operation rather than something that can be configurable. This mindset could be because we are so used to creating workflows, dialogs, or even plugins that have a starting or ‘trigger’ point, and are so caught up making business logic for those that we forget...

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What’s new in Microsoft Dynamics 365 and How to get started

November 2016 saw the release of Microsoft Dynamics 365, which technically includes version 8.2 of Dynamics CRM. With this update came some fantastic pieces of functionality, worthy of their own feature posts at some point in the future which will detail the granular nuts and bolts, instead, this post aims to begin with an overview of what that awesome new functionality is and how steps you can take to get started with each part. This post...

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Sparkle XRM – Network Visualization Deep Dive

Sparkle XRM is a framework which is built to allow you to create complex user interface solutions in Microsoft Dynamics CRM using C# mainly and with very little client side configuration or heavy design work. Sparkle doesn’t just give you the pre-built code framework to make creating your own so much easier, it even comes with samples for you to try. These are seen as samples but they can be full blown applications for you to use as you...

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CRMUG Summit EMEA 2017 – April 4th-6th

I’m pleased to say that following the success of the CRMUG European Congress this year, held in Stuttgart Germany, a follow up to this event has been announced!!! The event will be called CRMUG Summit EMEA, it will be held in Amsterdam on April 4th 2017 – April 6th 2017. The conference center it will be at is called the RAI, what will be, amazing 3 day event! European Congress was a huge success. It was...

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Dynamics 365 Community Schema Project – What is it and how can you help?

There is a large chance that you will have seen the news surrounding the future of CRM Online and the way Microsoft is taking this, which is all surrounding a product called Dynamics 365. Dynamics 365 will include CRM, but also a few other applications as well, including what has been referred to as the ‘Common Data Model’ which is the foundation for the intergration and interoperability between those applications. More information can be found here...

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Introduction to Project Service in CRM 2016 Update 1

One of the most highly anticipated releases including in Microsoft Dynamics CRM 2016 Update 1 was the introduction of Project Service. The demos and introductions that Microsoft have given us glimpses of in the past 2-3 months have been amazing and really exciting. What is there not to be excited about when there is the pre-made solution available to Dynamics CRM users to be able to quote for and manage projects using tools that provide profitability...

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The New Features of CRM 2016 Update 1 & How to Use Them!

The CRM 2016 Update 1 release is now available for new Microsoft Dynamics CRM subscriptions or trials. It will also soon be available for existing organisations via the office 365 management portal via ‘Updates’ on the CRM menu. If you have not already, even if you are waiting for an update to be scheduled, I’d recommend you set up a new trial here to experience and play around with the new features of the latest update,...

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