MB2-719 Certification: Dynamics 365 for Marketing – Subscription Centers
Dec12

MB2-719 Certification: Dynamics 365 for Marketing – Subscription Centers

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to explain concept around subscription centers. You can see… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Segments
Dec11

MB2-719 Certification: Dynamics 365 for Marketing – Segments

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to explain concept around segments. As I often do I first… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Integrations
Dec10

MB2-719 Certification: Dynamics 365 for Marketing – Integrations

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts connected with integration with other systems. Below, you can see the section of the skills measured statement that… Continue Reading Neil Parkhurst’s Article...

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MB2-719 Certification: Dynamics 365 for Marketing – Track Online Behaviour
Dec09

MB2-719 Certification: Dynamics 365 for Marketing – Track Online Behaviour

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will review the topic of tracking online behaviour. You can see below that needing to know about tracking online behaviour is referenced in the “manage… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Data Privacy
Dec07

MB2-719 Certification: Dynamics 365 for Marketing – Data Privacy

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts around data privacy. Below, you can see the section of the skills measured statement that references data privacy. It is no… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing
Dec06

MB2-719 Certification: Dynamics 365 for Marketing

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. Here you will find links to all my posts relating to the MB2-719 exam. Note: This post is a work in progress, please check back for updates! Introduction Set up and… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Templates
Dec06

MB2-719 Certification: Dynamics 365 for Marketing – Templates

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll look at the basic concepts connect with templates. Each time you create an email message, customer journey, marketing page or marketing form you will… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Settings / Quotas
Dec04

MB2-719 Certification: Dynamics 365 for Marketing – Settings / Quotas

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In my first post we reviewed the initial install process. Now we have a working Marketing application I plan to dive deeper into settings and Quotas. Below you can see… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing, Installation
Dec03

MB2-719 Certification: Dynamics 365 for Marketing, Installation

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post we will review how to install Dynamics 365 for Marketing. Your first step is probably going to be to install the Dynamics 365 for Marketing App. This… Continue Reading Neil Parkhurst’s...

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MB2-719 Certification: Dynamics 365 for Marketing, Introduction
Dec02

MB2-719 Certification: Dynamics 365 for Marketing, Introduction

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. The Dynamics 365 for Marketing Application is relatively new but is already establishing itself as an important tool to help marketing teams create automated… Continue Reading Neil Parkhurst’s Article on...

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Dynamics 365 for Marketing – Copy Segment
Dec01

Dynamics 365 for Marketing – Copy Segment

When working with Dynamics 365 for Marketing it isn’t (currently) possible to copy a segment. If you want to create a new segment based on an existing one you need to manually create the segment from scratch. In this post I will explain how to create a copy segment feature. Hopefully one day Microsoft will add a “Save As” feature to segments! Until then this workaround might help… Continue Reading Neil Parkhurst’s Article...

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Dynamics 365 for Marketing – Customize email content with handlebar.js
Dec01

Dynamics 365 for Marketing – Customize email content with handlebar.js

I have recently been working with Microsoft’s Dynamics 365 for Marketing … I needed to dynamically personalize my email content, in this post I will describe now handlebar.js can be used to help with this task. By way of a test I wanted to create an email that contained a personalised greeting relevant for a person’s gender and also to include a list of open cases directly in the… Continue Reading Neil Parkhurst’s Article...

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The USD Accelerator – Technical Guide, Release History (2_0_0_1)
Nov10

The USD Accelerator – Technical Guide, Release History (2_0_0_1)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. It comes in two version, one supporting the traditional Dynamics 365 web client and one for the newer Unified Client Interface (UCI). This post will highlight the enhancements and bug fixes released in version 2_0_0_1 of The USD Accelerator for UCI. Note: Whilst I am currently… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Technical Guide, Release History (1_0_0_10)
Nov04

The USD Accelerator – Technical Guide, Release History (1_0_0_10)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. It comes in two version, one supporting the traditional Dynamics 365 web client and one for the newer Unified Client Interface (UCI). This post will highlight the enhancements and bug fixes released in version 1_0_0_10 of The USD Accelerator for Dynamics 365 web client. You can… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Global Search
Nov02

MB2-717 Certification: (Microsoft Dynamics for Sales) – Global Search

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. This time I will cover the various search options. You can see an extra of the skills measured statement below. This references the need to under using views and global...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Fiscal Periods
Nov01

MB2-717 Certification: (Microsoft Dynamics for Sales) – Fiscal Periods

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. This time I will look at fiscal periods. You can see below that fiscal periods are mentioned in the “manage goals” section of the skills measured statement; When reporting… Continue Reading Neil Parkhurst’s...

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D365UG / CRMUG Birmingham – November Meeting
Oct17

D365UG / CRMUG Birmingham – November Meeting

With so much happening in the Dynamics 365 world attending user groups has never been so important. Why not join us in Birmingham to see how meeting likeminded people can enhance your CRM journey. REGISTER NOW You can register here on D365UG / CRMUG or here on meetup.com. DATE / VENUE Our next D365UG meeting in Birmingham will be on Wednesday 28th November from 6:30-9:00pm. The Wesleyan… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – UCI Version
Oct16

The USD Accelerator – UCI Version

As time progresses I plan to add enhancements, performance improvements and bug fixes into The USD Accelerator …. with this in mind I have just released a version that works with Microsoft’s new Unified Client Interface (UCI). Hopefully you know that UCI is Microsoft’s latest interface for Dynamics 365. And will eventually become a replacement for the web client that we have been… Continue Reading Neil Parkhurst’s Article...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Help
Oct15

MB2-717 Certification: (Microsoft Dynamics for Sales) – Help

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will explain how to access help. Below you can see that the help center is specifically mentioned in the stills measured; Help might not seem like a large topic!… Continue Reading Neil Parkhurst’s...

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USD – Crashing (Multiple Tokens)
Oct13

USD – Crashing (Multiple Tokens)

I have seen this issue a couple of times and decided to blog about the solution …. The problem is that Unified Service Desk fails to load. The symptoms of this problem are that Unified Service Desk starts to load but then suddenly dies. No error message is given (at least not visibly). There is however an error reported in log files. To find you log files navigate to “%appdata%” in… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup
Oct12

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will explain how to configure email. You can see an extract from the MB2-717 skills measured statement which mentions email. Using email to manage your customer… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email templates
Oct11

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email templates

As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on email templates. Email templates allow us to quickly create standardised messages. These are often used for common messages including welcome… Continue Reading Neil Parkhurst’s...

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USD – Resolve Case | Microsoft Dynamics 365 and Unified Service Desk
Oct02

USD – Resolve Case | Microsoft Dynamics 365 and Unified Service Desk

I recently had a requirement to be able to quickly resolve a case in Microsoft’s Unified Service Desk (USD), in the end the solution was really easy but not quite what I expected. Here is my solution …. You probably know that out of the box the resolve case button displays a dialog that can’t be customised. Often organisations will require a simpler approach. As a reminder standard… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Auto Capture
Oct02

MB2-717 Certification: (Microsoft Dynamics for Sales) – Auto Capture

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on auto capture. You can see a section of the skills measured statement below. This includes a reference to managing sales relationships with email… Continue Reading Neil Parkhurst’s...

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USD Accelerator – Announcing QGate intelli-CTi Support
Oct01

USD Accelerator – Announcing QGate intelli-CTi Support

Computer Telephony Integration (CTI) is an important part of many Unified Service Desk projects, one that often includes complex bespoke coding. The USD Accelerator already supports several 3rd party add-ins, I have increased that support to includes a new CTI hosted control from QGate that will help make the inclusion of CTI simpler and definitely quicker. USD / CTI Background Before I… Continue Reading Neil Parkhurst’s...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement
Oct01

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Engagement

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. In this post I will focus on email engagement. You can see a section of the skills measured statement below. This includes a reference to managing sales relationships with email… Continue Reading Neil...

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MB2-717 Certification: (Microsoft Dynamics for Sales) – Word Templates
Sep22

MB2-717 Certification: (Microsoft Dynamics for Sales) – Word Templates

As I prepare for my Dynamics 365 certification in sales (MB2-717), I am creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB2-717 exam. This time I will cover Word templates. You can see below an extract from the skills measured statement that references documents and templates. Document templates implies the sue… Continue Reading Neil...

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Microsoft Dynamics 365 and Unified Service Desk
Sep20

Microsoft Dynamics 365 and Unified Service Desk

I recently gave a short presentation about Gamification at a D365UG event in Birmingham. As part of my preparation I recorded my presentation, so everyone can watch it. Gamification is a simple but really useful to Dynamics 365 that allows companies to being gaming into the workplace. In this video I consider if “playing” at work is a good thing and demonstrate how the Microsoft product… Continue Reading Neil Parkhurst’s...

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USD – Actions when I need them!
Sep12

USD – Actions when I need them!

In Unified Service Desk I often only want to run actions when a particular tab is open. The problem is users are unpredictable things and they may have closed the tab without me knowing or maybe they never opened it. I could just run all the actions regardless and ignore any errors. But I don’t like doing that and it isn’t an efficient way of designing a solution. So, what so we do? The… Continue Reading Neil Parkhurst’s...

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The USD Accelerator – Updated To Use USD 4.0
Sep01

The USD Accelerator – Updated To Use USD 4.0

You might know that Unified Service Desk v4.0 has recently been released. The USD Accelerator has now been updated to use USD 4.0. Meaning the package deployer you can download for The USD Accelerator will now install USD 4.0. You “can” still use earlier versions of the USD client with USD v4.0. But I advise you also download the latest USD V4.0 client from Microsoft’s site. You can… Continue Reading Neil Parkhurst’s...

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Introducing – The USD Accelerator
Aug25

Introducing – The USD Accelerator

The USD Accelerator (in my opinion) is a fantastic tool but what is it and why would you use it?? What is Unified Service Desk? You may not be aware of Unified Service Desk (USD) and the many advantages it can deliver. USD is designed to work with Dynamics 365, it is a configuration-based framework aimed at building applications which can benefit contact centre agents. Features such as… Continue Reading Neil Parkhurst’s...

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USD – Version 4.0 Released
Aug22

USD – Version 4.0 Released

A happy time for all USD fans …. Version 4.0 has just been released. You can read all about the new version here. And you can download it here. So, what can we expect with this new release? The key features (in my opinion) are mentioned below; Unified Interface We had the ability to use the new Unified Client Interface with USD in version 3.3 but that was a preview version not recommended… Continue Reading Neil Parkhurst’s...

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