FREE USD TRAINING with CRM Saturday
Yes you read the title correctly! I did say “FREE USD TRAINING”.
MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Solutions
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and Configuration.) This time I will look at solutions.
USD – Loading Dynamics 365 Outside
Microsoft’s Unified Service Desk (USD) is a great tool for your agents but occasionally they might want to work with the Dynamics 365 full web client or in the Interactive Service Hub outside of USD. In this post I will show you how to create a button to allow agents to quickly jump from USD into Dynamics 365.
USD – Live Assist (SendMessage)
I have recently been working with Live Assist from CaféX. Live Assist is an omni-channel addition to Dynamics 365 that gives us web chat capability and more. Within Unified Service Desk (USD) we can automate many of its functions. In this post I describe one! How to send messages from actions in USD.
Microsoft Social Engagement – Create Records in Dynamics 365
Microsoft Social Engagement (MSE) is a great tool, it provides us with the capability to connect with Dynamics 365 and use record creation rules to create leads, cases (and more). In this post I will examine how to leverage this functionality.
MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Entity Mapping
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and Configuration.) This time I will look at entity mapping.
MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Connections
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and Configuration.) This time I will look at connections.
MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Hierarchical Relationships
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and Configuration.) This time I will look at hierarchical relationships.
MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Relationships
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and Configuration.) This time I will look at relationships.
USD – Toolbar Positions
Until recently I have always only had my toolbars show in very specific areas of my Unified Service Desktop, but what if you’d like a toolbar to appear in the status bar or even floating your second monitor?
MB2-716 (Microsoft Dynamics 365 Customization and Configuration) – Status and Status Reasons
As I prepare for my MB2-716 exam I’m producing a series of blog posts that collectively should help others revising for the MB2-716 Certification. (Microsoft Dynamics 365 customization and Configuration.) This time I will look at status and status reason transitions.
