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Dynamics 365 Project Service Automation

Dynamics 365 Project Service Automation

Dynamics 365 Project Service Automation adds robust Project functionality to your Dynamics 365 instance. Projects can be synced from Office 365 Project or they can be created independently within your Dynamics 365 instance (this feature must be available and enabled, and access is dependent upon your licensing). For this blog, I’d like to walk through creating a Project from within Dynamics 365.

Emails have feelings too!

Emails have feelings too!

You receive communications from your customers on a daily basis from a variety of sources, such as email, web submission forms, support cases, etc. Imagine if you could have instant visibility to how your customers are FEELING based on the text they send you without reading it. Angry customers can be addressed immediately via a phone call from a real person. Happy customers can be sent an automatic email and receive a personal follow up within a day or two.

D365 security with Business Units

D365 security with Business Units

Do you have multiple regions that work inside your D365 organization?  If you do, you’ve probably taken advantage of grouping each into a separate Business Unit.  The advantage of doing this allows you to configure security roles. The security roles grant end users access to records only assigned in their region or all related child regions (if they are in a parent).

Power BI User Security

Power BI User Security

Power BI is a tool that allows companies to display visuals of their data from multiple applications.  For this reason, it would be difficult for the service to attempt to understand the underlying security structure behind each source.  So how do you secure your data?  Like other applications, Power BI offers its own security features which you can easily apply to the entire dashboard and datasets.  As previously mentioned, you can select which users to share your Dashboards to.  Most noteworthy, it offers a feature called Row Level Security, or “RLS”, which can be applied to each dataset.

Integrate Dynamics 365 with your External Systems

Integrate Dynamics 365 with your External Systems

Dynamics 365 is designed to provide you tools that will guide you through your sales process from new prospects to opportunities and projects. Within Dynamics 365, you can track your activities such as communications, appointments and marketing efforts. It allows you to consolidate the insights your team has gained for each prospect and build invaluable reports. You can utilize its built in reporting tools or import custom reports using fetch XML.

Adding Business Logic to your Dynamics 365 Forms

Adding Business Logic to your Dynamics 365 Forms

JavaScript and Business Rules

Are you considering a new project with Dynamics 365 or looking to upgrade from an old version of Dynamics CRM/AX?  In Dynamics 365, both JavaScript and Business Rules allow you to add business logic to your forms.  For example, conditionally hiding fields or enforcing field requirements.

They both work in a variety of environments outside of the native Dynamics 365 web browser version, including Dynamics 365 for tablets and even the Dynamics 365 Outlook app (online or offline mode).  However, you should be aware of some recognized differences and limitations of each.

Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Here at Beringer, we strive to stay ahead of the curve on new developments with the Microsoft Dynamics platform. In this fast-paced technical climate, it is crucial to stay knowledgeable about upcoming changes in tech. As CRM transitions to the new Dynamics 365 platform, there are plenty of new features to keep us busy. Today, I’d like to show you an exciting new set of Mobile Controls in Dynamics 365.