Tagged: Microsoft Dynamics CRM

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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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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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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Updated Incremental Auto Numbering Solution (using real time workflows) and video run through

There has been a few queries regarding the Auto Numbering Solution post which featured here originally and upon reviewing it, there are a few things that could have been better explained. I thought this would be a good opportunity to update the original post to include this clarity and also include a short video to run through and explain the ‘concept’ of the solution and also discuss some of the areas that could cause the most...

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