Category Archives: Dynamics 365 for Customer Engagement

Recently I attended the Dynamics 365 Saturday event in Stockholm and I have to say, what an excellent event. I have never been to Stockholm, so I was already massively excited about this. I also got to meet a load of new people for the first time which was AMAZING! These events are so important […]

Canvas Apps, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Project Service Automation, Dynamics 365 for Sales, Flow, Power BI, PowerApps, Presales 0

The requirement: Allow a CE user to update marketing consent and to provide guidance and logic around the process, this app is the basis for the latter. Solution: This could be achieved using a custom webpage, or possibly a Dialog (deprecated soon), but the latest recommended approach is to use a canvas app embedded within […]

Canvas Apps, CRM, Dynamics 365 for Customer Engagement, PowerApps 0

Updated last: 25/10/2018 This is a live blog post that will be updated with changes that are applied to the application – I’ll also update it with input from the community too.  Right, I thought it’d be best to write a quick post on this topic as it is a question I receive quite regularly which […]

Canvas Apps, CRM, D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation, Power BI, PowerApps, Presales, Uncategorized 0

In this post I will be covering some Microsoft Flow basics and limitations when working with Dynamics 365. This will help you determine which Flow plan and/or connectors suites best for your needs. Connecting to your Dynamics 365 instance Firstly let’s look at the connectors for Dynamics 365. You have two options when it comes […]

D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Flow 1

My first blog, so go gentle 😀 Summary: When you’re calling external integration services and you’re using an enterprise service bus, you need to send a message with your CRM data to the service bus (obvs!). But in order to be able to use the built in behaviour of a crm plugin (rollback in particular) […]

CRM, Dynamics 365 for Customer Engagement, Uncategorized 0

As promised! Demoed at our D365 Saturday Summer Boot Camp session on Replacing Dynamics workflows with Flow. This solution gathers tweets matching a specified hashtag saving them into a custom entity in Dynamics. A second flow then uses the Cognitive Service api to extract useful information from the tweets such as sentiment, key phrases and also […]

CRM, Dynamics 365 for Customer Engagement, Flow 4

The Dynamics 365 Saturday 2018 took place in Microsoft Dublin (One Microsoft Place) and was hosted by Janet Robb and her Team. Congratulations on Janet for a great work on organising such well-structured event. Lots of cool sessions provided, as well as workshops for PowerApps and CRM for the ones who were interested.   Even […]

AX 2012, Canvas Apps, CRM, D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Hackathon, Office 365, Power BI, PowerApps, Presales 0

Microsoft cognitive services gives rich Artificial Capabilities into the applications. These capabilities can be used with PowerApps when building Apps. Cognitive services can help to make your Apps Smarter. Artificial Intelligence and Data science go in hand in hand. Microsoft packaged in all capabilities and packages those together to create easy to consume API’s such […]

Canvas Apps, D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Power BI, PowerApps, Uncategorized 0

Did you know PSA has journal functionality – this allows for a flexible approach to applying and pushing costs to your projects. You may ask “Will, you sound excited about this but why will I need Journals I use Time and Expenses to push through to Actuals which then show on the various tracking screens […]

Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation 1

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