The wave 2 release for Dynamics 365 Sales brings to the table a lot of cool new functionality, especially in the areas of Artificial Intelligence (AI). The Business Card Scanner feature, enabling you to quickly scan and save business cards as a new Lead or Contact read, is the cornerstone of this and requires a little bit of thinking about from a deployment perspective.
Custom pricing is an invaluable feature within Dynamics 365 Customer Engagement, that can be used to fine-tune your sales processes. If you're interested in finding out more about them, then my latest tutorial video is for you - find out more in this post!
Project Service Automation provides a cornucopia of desirable functionality for organisations wishing to integrate their sales and project management processes tightly. Be careful, though when implementing this app when using custom calculations within Dynamics 365 Customer Engagement, as you may encounter a few issues…
Having the ability to straightforwardly obtain a records Globally Unique Identifier after programmatically creating it within Dynamics 365 Customer Engagement can help significantly with data integration requirements. This is a relatively easy task when working with the Web API using JScript but less so if C# is your language of choice...
By default, the Dynamics 365 Customer Engagement connector for Azure Data Factory V2 exposes a predefined list of fields, that must have data mapped to them for any Copy Data task to complete successfully. This behaviour can be impractical depending on your particular scenario; fortunately, there is a way in which you can override this.
Feature deprecations can often cause some degree of disruption, especially if they involve custom code. Microsoft has recently deprecated the Xrm.Page object for JScript form functions in Dynamics 365 Customer Engagement. Find out more about this change and what you will need to do to fix this as part of this week's blog post.
Azure Data Factory V2 not just has 1, but three separate connectors that all claim to hook up to Dynamics 365 Customer Engagement/Dynamics CRM! So which connector is the "right" one to use and what differences do they have? With a little help from Alan Partridge, we can clear up any confusion...
The importance of segregated deployment environments for any IT application cannot be understated. Even if this only comprises of a single test/User Acceptance Testing (UAT) environment, there are a plethora of benefits involved, which should easily outweigh any administrative or time effort involved: They provide a safe "sandbox" for any functionality or developmental changes to be [...]
Earlier this month, a colleague escalated an issue to me involving Dynamics CRM/365 Customer Engagement (CRM/D365CE), specifically relating to email tracking. This feature is by far one of the most useful and unwieldy within the application, if not configured correctly. In days of yore, the setup steps involved could be tedious to implement, mainly if [...]
I've gone on record previously saying how highly I rate the Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) community. Out of all the groups I have been a part of in the past, you couldn't ask for a more diverse, highly passionate and - most importantly of all - helpful community. There are a lot of [...]