Mental Health in Consultancy
Nov07

Mental Health in Consultancy

So right from the start lets get out a term that we cannot talk about “Mental Health” and maybe more taboo “Mens Mental Health”. There we go we can breathe a little. What Is Depression?Depression is a common and serious medical illness that negatively affects how you feel, the way you think and how you act. Fortunately, it is also treatable. After working as consultant for over 10 years i have found that you...

Read More
The Field Service Sessions – Microsoft Dynamics CRM Community
Nov06

The Field Service Sessions – Microsoft Dynamics CRM Community

For the next few months i will be dipping into the world of Field Service and bringing everyone some how to videos on everything from installing FS in your instance to filtering RMA Products by Purchase Orders. I will take you on the Start to Finish journey of Field Service You will get process flows, Visio diagrams and some great links On the YouTube channel there is currently 1) Installing Field Service in your instance 2)...

Read More
Field Service Mobile Application – Limits removed
Sep20

Field Service Mobile Application – Limits removed

Recently there have been some updates from Microsoft in regards to the Field Service Mobile App The 10 entity limit that used to give consultants headaches has now (as in right now) been lifted. Now lets not get to silly any entities that you add must be related to Field Service, so you cant go adding Leads/Opps to the solution or there will be a knuckle rapping for it. This is a huge bonus that will help enhance the mobile...

Read More
Field Service – Installing Demo Data in Dynamics 365
Aug13

Field Service – Installing Demo Data in Dynamics 365

Following on from the previous 2 sessions (Install Field Service & Connecting to Power BI) Here is a guide on installing the Microsoft Field Service Demo Data (Please visit the site to view this…(read more) Continue Reading TheMarkChristie’s Article on their...

Read More
Setting Default App in Dynamics 365 for Customer Engagement
Aug01

Setting Default App in Dynamics 365 for Customer Engagement

On my latest project we have been implementing multiple apps (Sales/ClickD/Customer Engagement) One complaint that we had was having to click through too many buttons to get into Dynamics from their O365 account. A quick way to resolve this is by setting a default app – This can be done in your personal settings within the Dynamics Home Portal page. Follow this guide to set it up Navigate to https://home.dynamics.com and select...

Read More
Dynamics 365 – Installing Field Service within Customer Engagement
Jul23

Dynamics 365 – Installing Field Service within Customer Engagement

This is the first in a number of instalments i will be doing on Field Service The video covers installing Field Service from a clean instance and checking everything is installed (Please visit the…(read more) Continue Reading TheMarkChristie’s Article on their...

Read More
Dynamics 365 – Installing Field Service Power BI Reporting Suite
Jul23

Dynamics 365 – Installing Field Service Power BI Reporting Suite

The next instalment of the Field Service YouTube run is about installing the Templated Solution of Power BI Reports that come for Field Service I will run through initializing the Azure server, Setting up your SQL Database and connecting Dynamics 365 to the Power BI Instance – There is no data being used in this demo as i will be building this up as we go through the setup videos Continue Reading TheMarkChristie’s Article...

Read More
Dynamics 365 – Installing Field Service within Customer Engagement
Jul22

Dynamics 365 – Installing Field Service within Customer Engagement

This is the first in a number of instalments i will be doing on Field Service The video covers installing Field Service from a clean instance and checking everything is installed (Please visit the…(read more) Continue Reading TheMarkChristie’s Article on their...

Read More
Not a Dev – Take a look @ North52
Apr25

Not a Dev – Take a look @ North52

So recently there has been lots of talk about the role of a Consultant………To Code or Not To Code that is the question. As a Dynamics 365 Consultant i am on the Not to Code side, that for me is a role for a developer to bring the ideas i have to life in areas where i cannot complete these tasks with configuration, workflows or rules. Recently i have picked up a solution from North52 that gives us non developers a...

Read More
Dynamics 365 for Customer Engagement API Connections
Feb27

Dynamics 365 for Customer Engagement API Connections

This one is a little too long for a social media post so have it in a small blog On the 26th of February Microsoft announced a little change to how many API calls can be made per user per 5 minute period. This is limited at 60,000 requests in 5 minutes………… This initially took the community by surprise but standing back as we didn’t know if calls from within the application would count or if 3rd party...

Read More
Connecting Microsoft Project to Dynamics 365 PSA
Feb06

Connecting Microsoft Project to Dynamics 365 PSA

Sometimes you just cant get a Project Manager to log into Dynamics to use PSA from day 1 as they are to busy managing projects to learn the new functionality, So here is a way to ease them into it. You can now connect Microsoft Project to Dynamics 365 Project Service Automation. The Dynamics 365 Project Service Automation Add-in for Microsoft Project gives users the ability to manage their PSA project plans in the familiar project...

Read More
How to Create a Microsoft Dynamics Portal page in 90 seconds
Feb05

How to Create a Microsoft Dynamics Portal page in 90 seconds

(Please visit the site to view this video)(read more) Continue Reading TheMarkChristie’s Article on their...

Read More
Microsoft Dynamics Field Service Presentation from Dynamics365 Saturday
Jan28

Microsoft Dynamics Field Service Presentation from Dynamics365 Saturday

(Please visit the site to view this video)(read more) Continue Reading TheMarkChristie’s Article on their...

Read More
Dynamics 365 Editing Schedule Board Blocks
Dec19

Dynamics 365 Editing Schedule Board Blocks

With the Schedule Board becoming an integral part of Dynamics 365 (Field Service / Project Service) it seems a good time to show you how to edit the blocks displayed on the Schedule Board so that “At a Glance” a Project Manager can quickly see where his resources are located and what stage of the project they are on. So for this we have set up a few customisations on 2 entities Created 2 Global Option Sets (Work...

Read More
Adding SLA’s to entities Dynamics 365
Nov30

Adding SLA’s to entities Dynamics 365

1. Go into your solution and find the entity that you want to enable for SLA. 2. Select the Enable for SLA Option at the bottom of the Entity General page 3. As always “Save & Publish”   4. Lets create that SLA, Navigate to Settings>Service Management   5. You will not have the option to select “Service Level Agreements”   6. We will create a new SLA   7. You will be presented with a list of all entities...

Read More
Adding Web Resources to Views
Nov16

Adding Web Resources to Views

So as most people know i don’t profess to be a developer or know much about code, I can look at code and see what it is doing and change it but starting from scratch is just something i cannot do. I have been working with a Dev friend on this to expand on some code that i found online. (https://neilparkhurst.com/2016/12/04/dynamics-365-icons-in-views/) I had 2 goals i was looking to achieve. 1) Show a web resource based on a...

Read More

Useful Solutions for your instance of Dynamics 365

I’m going to start a little index of useful solutions for Dynamics 365 – Add a comment with your recommendations and i will check them out and get them added Do you have multiple files to upload to a record? Drag and Drop Code from CRMXpress https://crmdragndrop.codeplex.com/ Autonumbering on more than the standard entities? Complex rules? eBECS AutoNumber for Dynamics 365...

Read More
Firing Action Steps on a Business Process Flow
Oct26

Firing Action Steps on a Business Process Flow

A requirement that has come up quite a few times recently is the ability to quickly trigger a workflow with an input arguement that can be passed into the workflow. So in this guide I’m going to cover creating a task for a manager to call a customer before confirming a sale. The user will put in the agreed price before the task is created. 1) Open up your solution and add a new process 2) Name your process, set the category as...

Read More
Multi-Select OptionSets Dynamics 365 – It’s Here
Oct02

Multi-Select OptionSets Dynamics 365 – It’s Here

So the biggest bugbear in CRM/Dynamics 365 has now vanished with the V9 release of Dynamics 365. The lack of easily creating multi response fields is no longer with us after the release of Multi-Select Optionsets. Here is a quick setup guide on how to get them up and running – As a quick aside you can have a global Optionset that can be used as a single or multi select. 1) Create your Optionset (Global in this instance) In your...

Read More

Dynamics 365 Marketing Solutions – Microsoft Dynamics CRM Community

More and more when I am visiting with customer I am being asked about strategic marketing solutions, Marketing Departments are now being judged on ROI – How much have they spent on a marketing campaign and what has it brought into the company. Previously marketing system sat stand alone and someone from the team needed to look at the sales system to check email or postal addresses to see if they had been sent anything in the...

Read More

What’s new in Dynamics 9.0

During June (June 19th-21st 2017) Microsoft have been running a “Preview Executive Briefing for July 2017 Update for Dynamics 365” directly from Redmond. Luckily If you are signed up for the Technical Preview then they should be available in your Org by the start of July 2017 You can find links to watch for yourself here if you would like to watch them yourself (you will need to register to see) Day 1 –...

Read More
Organizational Insights for Dynamics 365
May02

Organizational Insights for Dynamics 365

The Fall release of Dynamics 365 (8.2) has brought some troubleshooting and statistical feedback for your CRM Instance(s) Below are the steps to install and configure the App 1) You will need to log into AppSource with your O365 CRM Admin account https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.04931187-431c-415d-8777-f7f482ba8095?tab=Overview 2) Give Microsoft Permission and accept the Terms 3) From the right hand...

Read More

Dynamics 365 CRM Field Mappings – But not as you know it

Last month I spoke with a colleague about a requirement to map “Quote Products – Order Products – Invoice Products” which was a simple enough task we thought, but the more and more we looked into it we realised that we couldn’t use the entity relationship to map the fields so we used a 3rd party solution to give the customer what was needed. So tonight I opened up XRMToolBox and downloaded the latest...

Read More

Dynamics 365 Version Numbers & Solution Management

A couple of little notes before we get into this blog – I’ve been doing them on the Microsoft Community site now for nearly a year and we have just passed 27,500 views which for a little guy from the middle of nowhere in Scotland is surreal but I’ve been quiet recently doing some revision for the Dynamics 365 Customisation and Configuration (MB2-716) exam. The exam itself concentrates a lot on Solution Management...

Read More
Dynamics 365 – CRM – Duplication Detection on Entity Views
Mar04

Dynamics 365 – CRM – Duplication Detection on Entity Views

Duplication Detection is great when you remember it. I’ll be the first to hold my hands up and say its one of the last things I think about because it was so hidden away. Well now we don’t have that as an excuse. In Dynamics 365 release 8.2 when you create the rules they will be available to run directly on the view for your entity. I have created a video guide on setting up and using it here If you want a quick guide lets...

Read More
Dynamics 365 Sales & Power BI Dashboard Integration
Feb01

Dynamics 365 Sales & Power BI Dashboard Integration

So last night in the airport (With Limited Wifi) I was having a look at Power Bi within Dynamics 365 CRM and have noticed a few new features that I have not seen before I am running Dynamics 365 Sales 8.2 in this instance. I have already enabled the Power Bi to CRM integration and brought in Some tiles from a Power Bi Dashboard. All is well and good with the world, I can have a mix of Power Bi tiles and CRM Lists or charts. But as I...

Read More

Dynamics 365 Adding Additional Schedulable Entities

Another new feature in Dynamics365 8.2 release is the ability to add entities to the scheduling engine. This is a very good feature if you have multiple streams that need scheduling. This is a great enhancement if you are already using Project Services or Field Services There are some prerequisites for enabling your entity for the schedule board.  The main one is the Booking Field Status If it is left blank it will use the Resource...

Read More
Dynamics 365 Filtering & Sorting Activities (Video)
Jan01

Dynamics 365 Filtering & Sorting Activities (Video)

With the latest 8.2 Release of Dynamics 365 Microsoft have introduced the ability to Filter and Sort your activities on any entity. This short Video will describe the process (Please visit the…(read more) Continue Reading TheMarkChristie’s Article on their...

Read More
Dynamics 365 Social Pane – Roll Up Activities (CRM)
Nov24

Dynamics 365 Social Pane – Roll Up Activities (CRM)

With the December 2016 CRM update (8.2) for Dynamics 365 on the horizon there are a few Activities/Social Pane enhancements are about to be released. Today i will cover setting up Roll Up Activities, Filtering & Sorting 1) Find the Entity that you need and create a relationship 2) We set the the entities required and the “Type of Behaviour” Will be Referential with the new “Rollup View” to Cascade All 3)...

Read More
Dynamics 365 Field Service / Interactive Service Hub
Nov16

Dynamics 365 Field Service / Interactive Service Hub

A Current limitation to Field Service and ISH are not able to fully integrate as Bookable Resource Bookings cannot be displayed on ISH There is currently an Idea open on the portal so if you get the chance and agree can you upvote it https://crmideas.dynamics.com/ideas/dynamics-crm/ID0000608 Continue Reading TheMarkChristie’s Article on their...

Read More
Dynamics 365 Editable Grid Setup (CRM)
Nov07

Dynamics 365 Editable Grid Setup (CRM)

We are talking roughly 3650 days since i was first asked by a customer for this sort of functionality it is finally here in Dynamics 365 (CRM) Had a user who only wants to work in excel and won’t adopt CRM? Want a quick edit without opening any other windows or tabs? Well here it is – Editable Grids and my quick setup overview 1) Go into your Solution and select the entity you want to use this on, then Controls 2) Select...

Read More
CRM 2011 The Final Countdown
Oct22

CRM 2011 The Final Countdown

The Final Countdown   So it’s the last update of CRM 2011 This is a strange time as 2011 is the version of CRM that I really cut my teeth on – Here is the list of what has been fixed ·       Link entity limit is reached when saving a view from a CRM for Outlook Client on Update Rollup 17, or higher. ·       Poor performance is experienced when using Find Available Times. ·       Custom Reports do not run until after an IIS reset is...

Read More
Dynamics 365 CRM Using the Address Entity
Sep24

Dynamics 365 CRM Using the Address Entity

In Dynamics 365 CRM sometimes there is a requirement to hold multiple addresses against an Account/Contact/Etc I would recommend using the address entity for this, Some people may miss this as it is not on the navigation bar as standard so here is a quick once over on how to add and use it 1) Open your solution and edit the Account form, Select Navigation and then double click addresses – Then “Save & Publish”...

Read More