Tagged: No Code

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

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...

More

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...

More

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...

More

Getting Started with the Service Calendar in CRM 2015: Part 1

I always have this need to call the Service Calendar the ‘Resource Scheduler’ and I don’t know why. This is not a bad description though, it does schedule resources, with a resource being whatever you want it to be and having the ability to schedule it for whenever you want.. providing it’s within business hours, not while the business is closed, whilst the specified resources are available and have the capacity to fulfill your request, and...

More

How to build an XRM Solution using only standard CRM 2015 Functionality

The standard functionality in Dynamics CRM 2015 has really taken a larger jump than 2013 to allow a user to not only create a solution that is not dependent on custom code such as JavaScript or Plugins but has also allowed it to be enjoyable as opposed to a chore. I wanted to highlight why it’s such a good thing being able to achieve this. From a business perspective, it means developers can focus on more...

More

Visual Hierarchies for all! 3 quick steps to setting up a visual hierarchy on a custom entity

Visual hierarchies can be created on all custom entities and for some out of the box entities too. The first major rule to follow is that the relationship you use must be a 1:N (or N:1) self-referential relationship, so in the example that follows there is a Project entity, and it has a 1:N relationship to itself. Also the second rule is that you can only have one of these relationships that are marked as hierarchical....

More

Follow the flow in this infographic to set up your CRM 2015 Product Catalog

  I designed this infographic not to impart so much information on the specifics but to demonstrate you don’t need to use all of the product catalog to receive it’s benefits &  also it does not take a great amount of effort to set up. It might shock you, but the Product Catalog in Dynamics CRM was clearly designed to help save time input an extensive catalog of products whilst still maintaining it’s relational characteristics as...

More

Product Catalog changes in CRM 2015 : Visual Hierarchies, Product Properties, Inheritance & more…

Following on from my previous post of an infographic detailing some of the improvements in the Product Catalog in CRM 2015, this blog post aims to go into more detail and provide some advice on how to get the best out of the new product catalog out from a configuration point of view. Using the infographic as a base, I’ll springboard off that to form a structure to the post. The Product Catalog in it’s own...

More