User Group Focus 2019 Recap
Mar25

User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip! I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to XrmToolBox which taught participants how to use it and we… Continue Reading noreply@blogger.com...

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KRM: Kylie’s Research Management: Dynamics Journey
Mar10

KRM: Kylie’s Research Management: Dynamics Journey

KRM: Kylie’s Research Management: Dynamics Journey Dynamics Journey As I talk to other people in the Dynamics 365 space, I am always surprised with the number of people who just “fell in” to their position (or sometimes were unwillingly pushed in). I am no exception. I thought it might be beneficial for others to… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their...

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Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3
Feb18

Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3

As part of troubleshooting Server Side Sync we upgraded our on-premise Dynamics 365 environment from version 8.2.2 to 8.2.3 (8.2.3 Details). There were several issues that occurred from this upgrade that I wanted to share to prevent you from falling into the same traps (or at least knowing how to recover when they arise).Related Articles: Server Side Sync troubleshooting steps, Upgrade from… Continue Reading noreply@blogger.com...

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Real life Tales of Server Side Sync
Feb18

Real life Tales of Server Side Sync

KRM: Kylie’s Research Management: Real life Tales of Server Side Sync Real life Tales of Server Side Sync The idea of Server Side Synchronization for Microsoft Dynamics 365 is very exciting. It can enable the syncing you know and love to run even when Outlook (with CRM for Outlook) is not running.  In my… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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KRM: Kylie’s Research Management: D365UG/CRMUG Houston 2019
Feb15

KRM: Kylie’s Research Management: D365UG/CRMUG Houston 2019

It’s less than a month until D365UG/CRMUG Focus conference in Houston. This event features 90-minute deep dive sessions in a smaller environment. This will be a great way to learn more about the product and discuss your questions with speakers.I will be participating in 3 sessions. Make sure you add them to your schedule! What are you hoping to learn in Houston? Continue Reading noreply@blogger.com (Kylie Kiser)’s Article...

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KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation
Jan30

KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation

KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation D365 Saturday Boston 2019: Solution Management Presentation It was great to be involved in D365 Saturday in Boston this weekend. There was an amazing line up of speakers and so many enthusiastic attendees. Aiden Kaskela,

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Copying Records with GUID in Microsoft Dynamics 365
Jan03

Copying Records with GUID in Microsoft Dynamics 365

If you are using workflows it is likely that you need to link to specific records in the environment. One issue with this occurs if the record is manually created in each environment so when migrating workflows via solutions you still need to manually edit the workflow and re-link to the correct record. This is because the record GUIDs are not consistent across the environments.But there is a… Continue Reading...

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New Year, New Change Management
Jan02

New Year, New Change Management

As we enter the new year it is always a good time to evaluate where you are and where you want to go. This is also a good time to evaluate how far you have come. I have been reflecting on the change management progress I made at my organization. Let’s talk through what that looked like, steps taken and next steps for the future. Background I started as the first subject mater expert for… Continue Reading...

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Auto Sending Emails as Another User in Dynamics 365
Dec06

Auto Sending Emails as Another User in Dynamics 365

Workflows in Dynamics 365 can be used to send emails and even send on behalf of another user. This is used in our organization to notify teams about actions needed on their records via automatic or on-demand workflows. When you are adding this functionality, there are a few settings to keep in mind.Setting up Workflow to Send EmailCreate your workflow based on your business logic. Inside this… Continue Reading...

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Managing Users in Dynamics 365
Dec03

Managing Users in Dynamics 365

In a recent CRMUGDC meeting Jim Novak talked about creating a new XrmToolBox tool to see users with a specific security role. This will be a helpful tool when it is ready for public use. In the mean time, you can also use Advanced Find for this. Here are some tools I use to manage my user access inside of Dynamics 365. Advanced Find for Users with a Specific Role You can build an Advanced… Continue Reading noreply@blogger.com...

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KRM: Kylie’s Research Management: CMRUG Summit 2018 Takeaways
Nov12

KRM: Kylie’s Research Management: CMRUG Summit 2018 Takeaways

Next week, CRMUGDC is meeting for the last meeting of 2018. Part of our agenda includes sharing our top tips and takeaways from CRMUG Summit in Phoenix. This means it’s about time for me to review my notes. My Summit experience is below and if you want to hear from others, then get registered for the Washington, DC CRMUG Meeting on November 14th! Summit Phoenix was a great event! I spoke in 4… Continue Reading...

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KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend
Sep28

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend

KRM: Kylie’s Research Management: CRMUG Summit 2018: Events to Attend CRMUG Summit 2018: Events to Attend CRMUG Summit is just a few weeks away. If you are not registered yet, there is still time! Register now and book your flight to Phoenix! I love Summit because it is an amazing event full of learning. There… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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KRM: Kylie’s Research Management: Girl Power Playlist 2018
Sep14

KRM: Kylie’s Research Management: Girl Power Playlist 2018

KRM: Kylie’s Research Management: Girl Power Playlist 2018 Girl Power Playlist 2018 I am excited for two big events in the next few weeks. To help me get prepared I am working on a killer, motivational playlist! This is something I do each year but this year I wanted to share with all of you! A bit about these… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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Taking Notes at Conferences and Events
Sep09

Taking Notes at Conferences and Events

KRM: Kylie’s Research Management: How To: Taking Notes at Conferences and Events How To: Taking Notes at Conferences and Events Today it is cold and rainy and I am dreaming of being at CRMUG Summit in Phoenix in just a few weeks. This makes me think of all the things I will be learning! When I first started… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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Keeping Track of Your Processes
Aug22

Keeping Track of Your Processes

KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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KRM: Kylie’s Research Management: DMV Upcoming Events
Aug22

KRM: Kylie’s Research Management: DMV Upcoming Events

KRM: Kylie’s Research Management: DMV Upcoming Events DMV Upcoming Events If you were not at the Q3 Regional Chapter Meeting for DC, Reston, VA and Richmond, VA chapters then you really missed out! This was a great event with amazing presenters and even a wine tasting. Check out this blog for all the details… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

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Microsoft Dynamics 365 Upgrade from 8.1 to 8.2.2
Jun22
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Microsoft Dynamics 365: How to Set Up Your Free Trial
May21
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KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Panel Discussion Series
May18
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Microsoft Dynamics 365 Tools: Level Up Extension
May17
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KRM: Kylie’s Research Management: Advanced Find Tip: Using the Wildcard
May15
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KRM: Kylie’s Research Management: Microsoft Dynamics 365 Solutions: Intro and Panel Discussion
May14
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Upcoming events for Microsoft Dynamics 365 Users in Washington, DC
May11
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KRM: Kylie’s Research Management: Getting Started with XrmToolBox
Apr05
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Microsoft Dynamics 365 Business Rule Steps
Mar28
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KRM: Kylie’s Research Management: Scribe Online Documentation Tool
Mar27
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Microsoft Dynamics 365 Workflows: Real Time Options
Mar20
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KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Workflow Steps
Feb20
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KRM: Kylie’s Research Management: Microsoft Dynamics 365 Workflows: Start When and Scope
Feb12
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Types of Processes in Microsoft Dynamics 365
Feb12
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KRM: Kylie’s Research Management: Data Management Part 1: Bulk Edit
Feb12
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KRM: Kylie’s Research Management: Data Management Part 2: Export for Re-Import
Feb12
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Cleaning Up Export for Re-Import Issues
Feb12
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MCSA Microsoft Dynamics 365 Certification Tests
Feb12
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KRM: Kylie’s Research Management: January 2017 Blog Review
Feb12
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July 2017 Blog Review
Feb12
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KRM: Kylie’s Research Management: June 2017 Blog Review
Feb12
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KRM: Kylie’s Research Management: March 2017 Blog Review
Feb12
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KRM: Kylie’s Research Management: December 2016 Blog Review
Feb12
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KRM: Kylie’s Research Management: CRMUG Summit 2017 Recap
Feb12
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KRM: Kylie’s Research Management: CRMUG Summit 2016 Recap
Feb12
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Get involved in your local CRMUG Chapter!
Nov20
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May 2017 Blog Review
Jun03
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KRM: Kylie’s Research Management: April 2017 Blog Review
May07
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Releasing Field Level Security Profiles
Mar17
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KRM: Kylie’s Research Management: February 2017 Blog Review
Mar05
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KRM: Kylie’s Research Management: November 2016 Blog Review
Nov23
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