Category Archives: CRM

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

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

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

Don’t feel like the emotional post? 😀 😀 FIND THE SOLUTION HERE!! Recently I was doing some config. within Dynamics 365 for a customer that was keen on using the UCI (Unified Client Interface).  I’ve done a load of demo’s for this type of thing but never actually helped configure for a live implementation. To be deadly […]

CRM, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Project Service Automation, Dynamics 365 for Sales 2

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