by The CRM Chap | Sep 13, 2020 | Customer Engagement, Dynamics 365, Enterprise, Microsoft Azure, Microsoft Dataverse, Power Apps, Power Automate, Power BI, Power Platform, Sales, Service
As we close out my blog series on exam MB-400, I thought it might be useful to compile all previous posts together into a single location. So if you've been following along or are joining for the first time, I hope this post is useful.
by The CRM Chap | Aug 23, 2020 | Dynamics 365, Microsoft Dataverse, Power Platform
Often, even subjects that you profess to know deeply can surprise you, as what happened to me recently as I took a nosedive into the Dynamics 365 / Common Data Service SDK and discovered a new method that was familiar, yet different, at the same time.
by The CRM Chap | Aug 2, 2020 | Customer Engagement, Dynamics 365, Microsoft Dataverse, Power Apps, Power Platform, Visual Studio
We're back once more with another post in my MB-400 revision note series! And, this time around, we dive into the many capabilities that plug-ins can deliver for developers after tools such as Power Automate or Business Rules have been fully exhausted.
by The CRM Chap | Dec 15, 2019 | Customer Engagement, Dynamics 365, Enterprise, Microsoft Azure, Microsoft Dataverse, Power Apps, Power Platform, Project Service Automation, Sales, Service
Having sat the new exam for Dynamics 365 and the Power Platform now's as good a time as any to do another series providing revision notes for MB-400. In the first post, we dive deep into the theory behind creating a technical design involving the Power Platform.
by The CRM Chap | Nov 17, 2019 | Dynamics 365, Dynamics CRM, Microsoft Azure, Microsoft Dataverse, Power Apps, Power Platform
Developers typically get the short end of the stick in lots of things, and consistent learning tools is one area I’d highlight, particularly in the Dynamics 365 space. Fortunately, this no longer appears to be the case, thanks to the release of exam MB-400.
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 | Sep 1, 2019 | Dynamics 365, Dynamics CRM, Power Platform
It seems to be non-stop changes and announcements when it comes to licensing for Dynamics 365 Customer Engagement at the moment. Now, as we move into September, we get yet another, which informs us of some potentially troublesome API limits, that will take effect from October onwards.
by The CRM Chap | Aug 11, 2019 | Dynamics 365, Project Service Automation, Sales
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…
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 | 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 [...]
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