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.
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…
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 [...]
Working in-depth amidst the Sales entities (e.g. Product, Price List, Quote etc.) within Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) can produce some unexpected complications. What you may think is simple to achieve on the outset, based on how other entities work within the system, often leads you in a completely different direction. A good rule [...]
In last week's post, we took a look at how a custom Workflow activity can be implemented within Dynamics CRM/Dynamics 365 for Customer Engagement to obtain the name of the user who triggered the workflow. It may be useful to retrieve this information for a variety of different reasons, such as debugging, logging user activity [...]
When working with applications day in, day out, you sometimes overlook something that is sitting there, staring at you in the face. It may be an important feature or an inconsequential piece of functionality, but you never really take the time to fully understand either way just what it is and whether it can offer [...]
One of the challenges when first working with CRM Plugins is understanding how the execution context works. To briefly summarise, this contains the information relating to how and when the plugin is executed. It can give you answers to some of the questions you may wish to "ask" your CRM - for example, what record has [...]