I was very honoured and excited to be involved with the very first D365UG/CRMUG North West Chapter Meeting earlier this week, hosted at the Grindsmith just off Deansgate in Manchester. This is the first time that a D365UG/CRMUG event has taken place in the North West, and we were absolutely stunned by the level of [...]
The Voice of the Customer (VoC) solution, available as part of Dynamics 365 Customer Engagement (D365CE), works most effectively when you are tightly integrating your survey's around other features or datasets stored within the application. That's not to say that it must only ever be utilised in tandem as opposed to isolation. If you have [...]
Back only a few years ago, when events such as a reality TV star becoming President of the USA were the stuff of fantasy fiction, Microsoft had a somewhat niche Customer Relationship Management system called Dynamics CRM. Indeed, the very name of this blog still attests to this fact. The "CRM" acronym provides a succinct mechanism [...]
After going through a few separate development cycles involving Dynamics 365 Customer Engagement (D365CE), you begin to get a good grasp of the type of tasks that need to be followed through each time. Most of these are what you may expect - such as importing an unmanaged/managed solution into a production environment - but [...]
Typically, when working with Dynamics 365 for Customer Service entities, you expect a certain type of behaviour. A good example of this in practice is entity record activation and the differences between Active and Inactive record types. In simple terms, you are generally restricted in the actions that can be performed against an Inactive record, most [...]
Very much like a stopped clock telling the correct time twice a day, you can guarantee there will be two Dynamics 365 Customer Engagement releases each year. The first such occasion this year has come around quickly, with Microsoft setting out the stall for the Spring 2018 release earlier this week. The headline messages around [...]
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Custom Workflow Assembly. The video is part of my tutorial series on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/0r02M71U140 Below you will find [...]
Slight change of pace with this week's blog post, which will be a fairly condensed and self-indulgent affair - due to personal circumstances, I have been waylaid somewhat when it comes to producing content for the blog and I have also been unable to make any further progress with my new YouTube video series. Hoping [...]
As part of developing Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) plug-ins day in, day out, you can often forget about the Execution Mode setting. This can be evidenced by the fact that I make no mention of it in my recent tutorial video on plug-in development. In a nutshell, this setting enables you to customise whether [...]
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Plug-in, the second in a series aiming to provide tutorials on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/y0SgyieGYU8 Below you will find links to [...]