Category: Dynamics 365

How to build a Customer Sentiment Solution using Dynamics 365 (with no code)

Organisations often request what is called a ‘Customer 360’ view within their CRM systems. This is unfortunately a term which has become overused, misused and actually quite misleading. Feel free to listen to why in one of my YouTube videos (this one) but in short, human beings are not owls, and we cannot consume a large amount of information at any one time. There is a whole subject discipline on visualisation of information and a reason why info-graphics and...

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How to create simple barcode generation & reader functionality in Microsoft Dynamics 365

One of my favourite things about Microsoft Dynamics 365 is that it includes a fantastic xRM platform that enables users to leverage what it can already do but also extend the out of the box system and build alongside and on top of it. With every release since 2013 there has been a huge expansion to the out of the box functionality. This allows users to get even more value out of what is already a fantastic product. This...

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How to setup (and use) CaféX Live Assist for Microsoft Portals

It is fairly regular that you will be navigating the internet to then come across a pop up on the side of your screen asking you if you require assistance. This live support functionality is designed to capture needs right as they happen or very shortly after so if your having a problem, such as not being able to find what your looking for, you can ask immediately without having to email a support ticket and then wait...

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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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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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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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