Is your team as excited as mine is, about the Dynamics 365 October ’18 update? As soon as we heard about the upcoming features in this release, everyone on the Beringer Technology Group Dynamics Team was ready to dive in.
A key area in Dynamics 365 is the Marketing module, focusing on creating campaigns that put your company information in front of the right customer contacts.
Do you store documents in SharePoint, but don’t know how to integrate it with Dynamics 365? Dynamics 365 offers a native SharePoint integration that is quick and easy to set up! Unfortunately, for organizations that have a custom SharePoint structure already in place, you may run into some road blocks.
Workflow triggers
Are you using Dynamics 365 to compliment your workforce automation? Dynamics 365 allows both admins and developers to automate processes such as performing routine business calculations, sending friendly reminders to end users or customers, creating scheduled activities and much more! These processes are often controlled by Workflows.
The Problem
Our team recently came across an issue where customers reported to us that the CRM Client for Outlook appears to be properly configured and connected, but the CRM records do not display as expected.
The Symptoms
The problem manifests as “waiting for a page to be retrieved” and the expected records from CRM are never brought after waiting over an hour.
Microsoft offers the ability to create a free Sandbox with your subscription of Dynamics 365 online. The setup of Sandbox requires only a few clicks and offers both your developers and super users a chance to test new functionality BEFORE it hits your production instance.
Football season is upon us which means that office competition is going to be over the top with pick 'em pools and fantasy teams frenzy! What if you could get that same energy and competitiveness geared towards your Dynamics 365 system? You can by taking your end-user adoption to the next level by enabling Gamification.
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 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.
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.
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.