• Intro to the Bot Framework with Dynamics 365

      Jordan Hohepa, 16 January 2017

      Since Microsoft’s Build 2016 Conference there has been a huge buzz around Artificial Intelligence Bots and Microsoft’s Bot Framework for developers, and recently I have been diving into the discovery and development of these bots for different platform. Bots aren’t anything new, they’ve been around

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    • Queue Items Disappear on Queue Deactivation in Dynamics 2016

      Zoe Sands, 16 December 2016

      One of our clients had a situation where they had to deactivate one or more of their queues before reassigning all the queue items within it. They noticed that when they deactivated a queue all the items appeared to be deleted. (see image sequence below) This did not help them as they were unable to

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    • Dynamics 365 Set Value vs Set Default Value

      David Mochrie, 15 December 2016

      Business Rules are a really useful tool in Dynamics 365 for writing client side script without code. In this video, David Mochrie demonstrates the subtle but important difference between the 'Set Value' and 'Set Default Value' action in business rules

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    • Dynamics 365 Relationship Insights

      Arpit Malhotra, 09 November 2016

      Relationship insight is one the key feature that is backed by artificial intelligence and machine learning algorithms that comes as a built-in feature in Microsoft Dynamics 365. The service is built on the Cortana Intelligence Suite and takes advantage of the Dynamic 365 common data model/service.

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    • O365 App Launcher introducing a new icon - Dynamics 365

      Arpit Malhotra, 08 November 2016

      You might just not see anything called "CRM" in your office 365 app launcher in the near future. Microsoft's next generation intelligent business application aka Dynamics 365 will replace the word "CRM" enduringly impacting businesses to grow, evolve and transform. Microsoft Dynamics 365 is a cloud

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    • Moving Dynamics CRM Business Process Flows with multiple Branches

      Jordan Hohepa, 07 November 2016

      Business Process Flows (BPFs) can be used to guide users through different phases to reach a desired outcome. BPFs make use of stages and steps, where stages are different phases in a process which users can complete one by one before moving on, and steps are fields within a stage which can be used

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    • Hiding and Showing a Dynamics CRM Business Process Flow with Javascript

      Jordan Hohepa, 04 November 2016

      Business Process Flows (BPF for short) are used in CRM systems to guide users towards a desired outcome by defining steps for users to follow. In some instances, these processes are added to entities, such as the Lead entity, and can be very useful and for other instances they may not be needed. Dur

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    • Dynamics 365 Licensing and Pricing Simplified

      Gayan Perera, 03 November 2016

      On November the 1st, Microsoft announced general availability of Dynamics 365 along with licensing and pricing information. You can download/view the full 43 page document from the link below http://download.microsoft.com/documents/en-us/dynamics/pricing/Dynamics_365_Enterprise_edition_Licensing_Gu

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    • Dynamics CRM Business Process Flow Tooltips

      Jordan Hohepa, 03 November 2016

      CRM 2013 introduced tooltips which would be shown when users hovered their mouse over a label on the form. These tooltips texts could be set when creating or editing a field in the ‘Description’ area. At the of writing this blog that same custom tooltip functionality is not available for any fields

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    • Why Microsoft CRM for Sales is Imperative

      Ann Miller, 02 November 2016

      Sales people are expensive people to bring on-board.  We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se

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    • Error while Adding Existing Processes in Dynamics 2016

      Jordan Hohepa, 01 November 2016

      Recently while working on a project I came across a weird error which prevented me from adding any kind of process to a solution. At the time, the solution I was attempting to add to did not contain many processes, having a single Business Process Flow, a single Workflow, and a couple of Business Ru

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    • Tips for Project Management

      Amy Ching, 31 October 2016

      A month into my role and I have started a book relevant to the role and industry I am in. I have already learnt incredible tips from Scott Berkun who wrote “Making things happen: Mastering Project Management.” He has written from his programme management experience at Microsoft Corporation which is

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    • Testing Applications that Import Excel Files into Microsoft Dynamics CRM

      Miguel Nepomuceno, 10 October 2016

      The ability to import data from spreadsheets is a powerful and useful functionality in Microsoft Dynamics CRM. It allows business users to collect massive amounts of data all into Microsoft Dynamics CRM such that users are able to keep track of customer information all into one place. This is becaus

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    • Selenium with Dynamics CRM Automating Clicks in Navigation Groups

      Miguel Nepomuceno, 03 October 2016

      I’ve been experimenting with different types of test automation tools such as Selenium with Microsoft Dynamics CRM. So far, I’ve been experimenting with how I can navigate through a Microsoft Dynamics CRM solution such that I can simulate test cases and automate tests later on. Selenium is a tool su

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    • New habits for a new job - part 2

      Amy Ching, 07 September 2016

      I continue to be amazed at the habits which Stephen Covey presented in “The 7 Habits of Highly Effective People.” I find that the way I handle situations has changed. Today I will share more on how the habits have inspired me. Proactivity In the book, Stephen Covey shared a story of Viktor Frankl.&

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