Category: Microsoft Dynamics CRM

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...

More

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...

More

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...

More

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...

More

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...

More

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...

More