Dynamics 365 Articles

This is still under NDA… Will Re Post when the NDA is Lifted. In other words, we can’t talk about it just yet…. 🙂  

Dynamics 365 for Marketing 0

NOTE: THIS ARTICLE DETAILS DELEGATION OF APPROVAL (OF WORKFLOW ITEMS) NOT DELEGATION OF ENTERING REPORTS (TIME SHEETS, REPORTS ETC.) ON YOUR BEHALF. Finally the time has come, you’ve counted the days down, you’re going on Holiday – you can feel the golden sand in your toes and just about taste the cocktails on your lips. […]

D365 for Operations and Finance, Security and Workflow 0

A great piece of functionality that will help end-users be more efficient with interrogating large amounts of data and sifting through processes – this functionality is on most forms within Dynamics 365 for Ops – check it out!

D365 for Operations and Finance 0

So you’ve setup some workflow for Dynamics 365 for Operations and Finance, now you get asked – “Will I receive an email when I have to approve something?” The answer is “If you want(!?)” This article will guide the user through the three necessary steps to setup Workflow email notifications (both on the User/Worker side […]

D365 for Operations and Finance, Security and Workflow 0

Recently I posted a Vlog talking about the new Custom Control Framework available within Dynamics 365 V9. Some of the controls, such as the pen control, were actually made available in V8.2. This video shows how to utilise these controls in V8.2.

Dynamics 365 for Customer Service 0

Microsoft Dynamics 365 Customer Engagement contains some impressive hidden gems in some really cool functionality that really promote a more immersive and interactive user experience. One such gem is the Custom Control Framework or CCF, which enables users the ability to place interactive controls over attributes. This video shows off some of the standard Custom […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Office 365 8

There are so many discussions about Microsoft Teams, how they are being used and how they will work with Dynamics 365 Customer Engagement. If you think about what exactly Microsoft Teams really does it starts to make perfect sense. GOOGLE TOLD ME THIS: “Microsoft Teams is a chat-based collaboration tool that is part of the Office […]

Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Office 365 0

Microsoft have finally included the Email functionality within the new UUI in Dynamics 365 customer Engagement. They have also treated us to something delicious which is the new HTML designer! This is just a very quick video to show off some of the basics.

Dynamics 365 for Sales 0

So, it’s happened, you’ve gone live after providing an awesome new Dynamics 365 for Finance and Operations system – Security Roles have been built and tested, everything is going smoothly and then you get an email from VSTS stating that a bug has been assigned to you. You open it and it’s concerning security – […]

D365 for Operations and Finance, Security and Workflow 0