Category Archives: CRM

It seems to me that PowerApps will prove to be a game-changer by enabling businesses and organisations to build bespoke apps designed to meet very specific needs. The curious thing about PowerApps is that the product is pretty well where it needs to be as of today but the major blocker for a global revolution […]

Canvas Apps, CRM, D365 for Operations and Finance, 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, Dynamics 365 for Talent, Office 365, Power BI, PowerApps, Presales 0

Recently I had the pleasure of presenting at the D365 Birmingham User Group Meeting. Thanks to everyone that attended. Was really fun and I learnt a whole lot. For those of you that haven’t been to one of the D365UG meetings, and if you are utilising Dynamics 365, I suggest that you join and get […]

CRM, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service 0

I’m going to share something life changing with you right now. Perhaps I’m the only one that ever experienced this… who knows, but I thought I’d share it anyway. Have you ever created a workflow and added the “Update / Create Record” function? Have you ever created an “Automated Record Creation Rule” and added the […]

CRM, Dynamics 365 for Customer Engagement 0

Having just come back from an amazing time at Extreme365, I have had some time to digest and consider the content and discussions from the event and here is a brief write-up of my thoughts on the announcements and outcomes. These thoughts are my own and are premised around the v9.0.2 release of Dynamics 365 […]

CRM 0

In part 2 of this 3 post series I spoke about the Microsoft and how you are able to keep up to date with what is being released, so that you don’t end up building something into your Dynamics 365 implementation that is going to be added in a next release. In this post, I […]

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

In Part 1 of “Future Proofing your Implementation and Configuration – The Licensing Question” I covered off a couple things to take into account as far as licensing goes. The next question is around the Microsoft roadmap and a few things both customers and partners need to consider when planning for and implementing Dynamics 365 […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales 1

Recently Kyle Hill and Chris Huntingford attended the D365 Saturday event in London. Firstly, What an EXCELLENT, well organised event. Thank you to all of the sponsors that invested so much time and money into growing the Dynamics 365 community. It was amazing to see so many D365 community members in one location, getting involved and […]

CRM 0

Based on a recent article by my TDG colleague Chris Huntingford, I started wondering about the over-referenced term of Digital Transformation. Why do we need to hear that term again? Well the reason for it is related to Chris’ article on future-proofing your customisations (and platform) and to the Microsoft Dynamics 365 update cycle. Think […]

CRM 0

Microsoft Dynamics 365 Customer Engagement is an incredibly versatile platform that can be configured with relative ease. This is both a good and bad thing because often solutions that are implemented descend into configuration anarchy. Yes, it sounds as bad and it is. Imagine a deployment with hundreds of entities, attributes and solutions that are […]

CRM, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales 2

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