by The CRM Chap | Oct 20, 2019 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Microsoft Dataverse, Power Platform, Sales
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!
by The CRM Chap | May 12, 2019 | 2015, 2016, Analytics, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Microsoft Azure, Sales, Service
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...
by The CRM Chap | Oct 7, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Sales, Service
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 [...]
by The CRM Chap | May 6, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Service
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 [...]
by The CRM Chap | Apr 22, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Service, Visual Studio
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 [...]
by The CRM Chap | Mar 18, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Sales, Service, Visual Studio
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 [...]
by The CRM Chap | Feb 18, 2018 | 2015, 2016, Dynamics 365, Dynamics CRM, Exchange Online, Office 365, Portals, Power BI, Power Platform, Sales, Service, SQL Server, Transact-SQL (T-SQL)
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 [...]
by The CRM Chap | Jan 28, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Sales, Service, Visual Studio
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 [...]
by The CRM Chap | Jan 14, 2018 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Sales, Service, Visual Studio
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function, the first in a series that aims 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/smZyMwQjgpM Below you will [...]
by The CRM Chap | Dec 31, 2017 | 2015, 2016, Customer Engagement, Dynamics 365, Dynamics CRM, Enterprise, Sales, Service, Visual Studio
Did you know that you can write Plug-ins for Dynamics 365 Customer Engagement/Dynamics CRM (D365CE/CRM) using Visual Basic .NET (VB.NET)? You wouldn't have thought so after a thorough look through the D365CE/CRM Software Development Kit (SDK). Whilst there is a plethora of code examples available for C# plug-ins, no examples are provided on how to [...]
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