Category Archives: Dynamics 365 for Customer Engagement

Does your “Utilization by Role” chart look as blank as mine (see image below)!?? Well coming from an F ‘n’ O background I wasn’t sure of the issue at first but then I thought maybe the data is not being gathered… then I was curious if CE has the concept of batch jops like we […]

Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation 0

The smallest post I’ve ever produced: What on earth does “Resource allocation mode” mean on the Customer Engagement Project Services Automation Parameters? Well, it turns out it that the two choices of “Hybrid or “Central” are quite simple in meaning: Central: Only resource managers can allocate resources to projects. Hybrid: Resource managers, project managers, and […]

Dynamics 365 for Customer Engagement, Dynamics 365 for Project Service Automation 0

I saw recently on Twitter that the WYSIWYG Model-Driven form editor is in preview and I thought, “HEY, Why not do a video without ever opening and testing this functionality”… SO that’s exactly what I did. it’s a little bit all over the show and as I find stuff I get more excited. I had […]

Dynamics 365 for Customer Engagement, Model-Driven Apps, PowerApps 0

In this post, we are going to look at the challenge of how to display streaming data sets directly onto a Dynamics 365 Customer Engagement form. While there already exists a way to embed Power BI dashboards and reports within Dynamics 365 Customer Engagement, these are not on a form level. To see how to […]

CRM, Dynamics 365 for Field Services, IoT, Power BI 0

A ‘making-dynamics guy’s life-easy‘ solution to schedule your Dynamics CE out of box workflows to run on particular frequencies is finally here! System workflows are the best when it comes to doing a simple task without having to put our heads into writing hell a lot of coding. However, the real pain comes into scene […]

Azure, CRM, Dynamics 365 for Customer Engagement 0

This a less overkill follow up to this post where i used R for Data Science to query and find matching account names in Dynamics. Using the ForAll function you can query a data source for multiple records and export those using the export data control. 952

CRM, Dynamics 365 for Customer Engagement, Dynamics 365 for Sales, PowerApps 0

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: 23/12/2018 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