After upgrading CRM 2011, 2013 or 2015 to Dynamics 365, we can see a problem where the Default Business Process Flows that come with Dynamics 365 fail to Deactivate or Activate from the Processes area in CRM – instead reporting a stock error which is not much use in tracing to the root cause of the problem. This is where the upgrade has left invalid records in the WorkflowBase Table that we can correct via…
We would like to say a huge thank you to all attendees and registries for your interest in furthering your B2B sales excellence with @Cosmonauts and @PJ Valves. Throughout this partner exclusive webinar, attendees heard from host Timo Karakashev, Cosmonauts Founder & CEO, Dan Munro PJ Valves Owner & Managing Director, and our very own @Paul McQuillan CRMCS Managing Director on “Creating B2B Sales Excellence with Dynamics 365 and Microsoft Teams.” We discussed in-depth our on-going journey…
This page is aimed at providing a useful set of links and resources for Teams working remotely and the advice and support that is available to businesses and teams that may be useful in changing circumstances. Free Subscriptions or Offers for Remote Working Tools Tech providers are stepping in to provide free subscriptions of their services to help businesses quickly create new structures for teams working together whilst distributed. Get Microsoft Teams for 6 Months –…
Prioritising leads in Dynamics 365 Marketing through Lead Scoring is an intelligent method for assessing whenit is the right time to chase leads and convert them into new business. Lead Scoring looks at demographics,firmographics alongside actions, aggregating individual factors to prioritise the most important leads for your business. You’re able to create and tailor particular conditions such as email interactions, form submissions or individualfactors such as job role Portals or email interactions etc, within your…
PowerApps Portals provide you with the tools to allow external users to view and interact with your CDS data in their local language. Using Microsoft’s vast array of language packs and a bit of extra customisation detailed in this article, you can open up possibilities for connecting with more people, from more places. 1. Enable your language in Dynamics First, we need to enable our new language in our Dynamics/PowerApps environment. Microsoft supports a host…
Even as a long standing Dynamics Developer and Architect I’d held back slightly from getting into Custom PCF Development as one look at the steps involved gave me pause. This is because the initial steps looked like a decent barrier to entry – as the initial start is heavily dependent on compiling via command line and npm. The best technologies that people accustomed to ‘bog-standard’ TypeScript, Plugin Development and .Net might not be used to. But like…
Once our Portal Apps Portal is connected to Azure B2C, we can use our B2C Tenant as the middle-man to allow our Users to log in via their existing credentials with a number of other general Apps or Services. This can be particularly useful to allow Users to log into our Portal using their existing Facebook, Twitter or LinkedIn Accounts. This article will focus on how we can connect LinkedIn to our Portal and let…
Segments within Dynamics 365 for Marketing are a great way of breaking down your database down into more focused groups. The first thing to understand about segments is that there are 3 types. Static, Dynamic and Compound. If you have used Marketing Lists then you will be familiar with how Static and Dynamic lists work and a Segment is no different. We will begin by looking at Dynamic Segments. If you are familiar with the…
The SharePoint Client Object Model allows common SharePoint operations to be performed using a simple lightweight Webservice – and so is very useful when working with Apps that integrate with SharePoint, such as Dynamics CRM and Portals. Client Object Model – This was introduced in SharePoint 2010 and then carried over into future versions of SharePoint. https://msdn.microsoft.com/en-us/library/office/ee537247(v=office.14).aspx However if you use the SharePoint Object Model to allow your App or Service to upload Documents or other…
If you have an existing Tenant of Dynamics 365, then you can easily trial Dynamics 365 for Marketing by adding a new Environment to your Tenant specifically for Dynamics 365 for Marketing. This is completely free to evaluate the Marketing functionality for 30 days – and as a separate environment will avoid any overlap with your existing use of Dynamics. To get started, we can follow these steps: Step 1 – Get Started – Browse to…
