• Dynamics 365 Server Side Synchronization, Queues, and Record Creation and Update Rules Configuration

      Colin Maitland, 04 April 2017

      In this video demonstrate how to configure Server Side Synchronization, Queues, and Automatic Record Creation and Update Rules for processing and converting Email Messages to Cases in Dynamics 365 for Customer Service. For the purposes of this video demonstration, an online trial of Dynamics 365 for

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    • How to Install the Dynamics 365 App for Windows 10

      Colin Maitland, 31 March 2017

      In this video I am going to demonstrate how to install and configure the free Microsoft Dynamics 365 app for Windows 10 and how to sign-in to an online trial of Microsoft Dynamics 365 for Sales using the app. I will also demonstrate some basic navigation to get you started with using the app.  

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    • Tips for Dynamics CRM 2016 to Dynamics 365 On-Premise Upgrades

      Colin Maitland, 03 February 2017

      You can now upgrade your on-premises deployment of Microsoft Dynamics CRM 2015/2016 to Microsoft Dynamics 365. This is accomplished by downloading and installing the December 2016 Update for Dynamics 365. If your current version is Microsoft Dynamics CRM 2015 you need to upgrade to Microsoft Dynami

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    • Options for Microsoft Dynamics 365 Free 30-Day Trial

      Colin Maitland, 18 January 2017

      In this blog I will provide a short description of the solution options when setting up a free 30-day trial of one or more of the CRM solutions in Microsoft Dynamics 365. The solution options are Sales, Customer Service, Field Service and Project Service Automation. The process for setting up a free

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    • Interactive Experience Forms for a Custom Entity in Microsoft Dynamics CRM 2016

      Colin Maitland, 21 December 2015

      In this blog I will briefly highlight the look and feel of the new Interactive Experience Forms for a custom Project entity in Microsoft Dynamics CRM 2016 Online. This entity has a Business Process Flow associated with it and has related child Projects, Cases and Contacts. Form Header Tiles Thes

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    • Use Hierarchy Security in Microsoft Dynamics CRM for Private Notes

      Colin Maitland, 12 November 2015

      In this blog I will demonstrate how Hierarchy Security can be used in Dynamics CRM to secure notes so they can only be accessed by the users who created and own them, and their managers. This can be achieved as follows: Update the Security Roles assigned to users so that they only have User Level R

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    • Use of Capacity in Service Scheduling in Microsoft Dynamics CRM

      Colin Maitland, 04 November 2015

      In this article I will demonstrate the use of Capacity when using the Service Scheduling Engine in Microsoft Dynamics CRM. I will demonstrate this using the example of a Service for the delivery of a one day “Service Scheduling Training” course. This example is similar to a scenario demonstrated in

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    • Bulk Hide Unused Fields from Users in Advanced Find in Microsoft Dynamics CRM 2015

      Colin Maitland, 21 July 2015

      When using Advanced Find the list of fields that are presented can be cluttered by the visibility of fields that are not used. Examples of these fields include Base Currency fields and many fields that are not displayed on Forms or Views. In this blog I will demonstrate how to hide the unused fiel

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    • Power BI Microsoft Dynamics CRM Online – Power Map Report Part 3

      Colin Maitland, 19 July 2015

      In this series of blogs I have been describing how to create Power BI reports in Microsoft Excel based using data from a Microsoft Dynamics CRM Online Organisation. In my previous blog I demonstrated how to configure the second layer of a Power Map report in Microsoft Excel to display Account Reven

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    • Power BI Microsoft Dynamics CRM Online – Power Map Report Part 2

      Colin Maitland, 17 July 2015

      In this series of blogs I have been describing how to create Power BI reports in Microsoft Excel based using data from a Microsoft Dynamics CRM Online Organisation. In my previous blog I demonstrated how to configure the first layer of a Power Map report in Microsoft Excel to display Account Number

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    • Power BI Microsoft Dynamics CRM Online – Power Map Report Part 1

      Colin Maitland, 17 July 2015

      In this series of blogs I have been describing how to create Power BI reports in Microsoft Excel based using data retrieved from a Microsoft Dynamics CRM Online Organisation using a Power Query query. In this blog I will demonstrate how to create a Power Map report and configure the first layer to

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    • Power BI Microsoft Dynamics CRM Online – Power View Report Part 3

      Colin Maitland, 14 July 2015

      This is the third blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The report is based on an ODataFeed related query created using Power Que

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    • Power BI Microsoft Dynamics CRM Online – Power View Report Part 2

      Colin Maitland, 13 July 2015

      This is the second blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The completed report will look similar that shown below. In my prev

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    • Power BI Microsoft Dynamics CRM Online – Power View Report Part 1

      Colin Maitland, 11 June 2015

      In this blog and the next two blogs I will demonstrate how to create a simple Power View report in Microsoft Excel that displays information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. This report uses a Power Query named AccountOpportunitiesSet previou

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    • Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 3

      Colin Maitland, 03 June 2015

      In my previous blog I demonstrated how to convert a Column Chart that displays the Sum of Estimated Value by Account into a Pie Chart. In this blog I will demonstrate how to update the Column Chart to display both the Sum of Estimated Value and the Sum of Actual Value. I will also demonstrate how to

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