New Year’s Eve – 2018

This post is about Brexit, Dynamics 365, leopards and my 2018!

Gamification

I recently gave a short presentation about Gamification at a D365UG event in Birmingham. As part of my preparation I recorded my presentation, so everyone can watch it.

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.

Dynamics 365 – Mobile Offline

I recently configured the mobile offline capability for Microsoft Dynamics 365 for phones and tablets. This post describes the process and highlights a few challenges I needed to resolve.

Dynamics 365 – Offline Options

I have recently been working on a project when the customer needed access to CRM whilst offline. We therefore researched a number of options and highlighted strengths and weaknesses of each. The details we considered are shown below, I hope that they may assist anyone planning a similar capability.

Dynamics 365 – Editable Grids JavaScript Example

In an earlier post, I described how to use and configure editable grids in Dynamics 365. In this post I intend to dive a little deeper to look at how to add JavaScript.

Dynamics 365 – Editable Grids

Editable grids were a major part of the latest Dynamics 365 release, in this post I will look at their capabilities and show you how to configure in your application.

Microsoft Project and Project Service Automation (PSA)

With Microsoft Dynamics 365 we now have the “Project Service Automation” App. (PSA for short!) This is great but what if you are more familiar with updating plans directly in Microsoft Project? In this post, I will look at the capabilities of the newly released Project Service add-in for Microsoft Project.

Task Flows

In Microsoft Dynamics 365 we have two types of Business Process Flows available, the “classic” ones we’ve had for sometime and the slightly newer concept of task flows. Task flows are utilised within the mobile client and are quite different to other business flows. In this post, I will review how task flows work and how they compare to “classic” business process flows.

Dynamics 365 – Icons in Views

As I try out the new features available in Dynamics 365 I am creating blog posts to explain each one in turn. This time I am going to look at the ability to show icons in views.