Category: OOB Functionality

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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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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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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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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How to auto-generate Word Templates using a simple Workflow and OOB Action in CRM 2016 (no code!)

There is quite a lot of literature regarding creating Word Templates around now, I touched upon it in my previous post, and the infographic here on twitter. When was I was recently researching a separate blog post, I came across a way to create a Word Template using an out of the box Action and a simple Workflow. From playing around with this, I’ve thought about loads of ideas and solutions that could utilise this functionality and how it can...

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