Add Data Source to Customer Insights

Hero Insights: Adding Data Sources to Customer Insights

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy! Previously in our adventure, we set up our data to be in Dynamics 365 / CDS and we have a … Continue reading Hero Insights: Adding Data Sources to Customer Insights

Reviewing our imported Heroes

Hero Insights: Adding Data in the Common Data Service

If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using comic superheroes! You can check out the full series on the Hero Insights page. Enjoy! Prerequisites Before we get to the exciting meat of Customer Insights, we need to do some environment and data … Continue reading Hero Insights: Adding Data in the Common Data Service

Comparison of Text, Text Area, and Multiple Lines of Text Fields

What is a Text Area Field?

Since I come from a Microsoft CRM / Dynamics 365 background I am still learning about the Maker Portal. So the other day, when my team mentioned the text area field I was curious what this was and how it was different from Multiple lines of Text. So, let's do a quick comparison of the … Continue reading What is a Text Area Field?

Microsoft Ignite the Tour DC

Microsoft Ignite the Tour DC 2020

I will be speaking and sharing my love for the DC User Group communities at Microsoft Ignite the Tour DC! Hey Microsoft Ignite the Tour DC Attendees! I wanted to share some information for you on where to find me over the next few days and some resources for after the sessions! Data and the … Continue reading Microsoft Ignite the Tour DC 2020

365 Power Up Philly 2020

365 Power Up Philly: Transitioning to Unified Client Interface

Mallory Lawhorne and I presented this session at the 265 Power Up Philly event on January 25, 2020. I wanted to share the slides with you and also the links to the resources we shared. Enjoy! This is an embedded Microsoft Office presentation, powered by Office. Here are the resources we shared: Official Blog: https://powerapps.microsoft.com/en-us/blog/moving-forward-with-your-transition-to-unified-interface/​FAQ Site: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface​PortalContinue reading 365 Power Up Philly: Transitioning to Unified Client Interface

D365 Medic Booth

User Group Summit 2019 Recap

It's been a week since User Group Summit in Orlando! This was a great week of learning and networking. I presented many times and also hosted the 3rd annual DMV Summit Happy Hour. Patrick Wright and I presented some basics for new Dynamics 365 administrators. These sessions have also been scheduled for repeat webinars in … Continue reading User Group Summit 2019 Recap

D365 Saturday DC Speakers

D365 Saturday Washington, DC 2019 Takeaways

Check out this All-Star crew of speakers for #D365SatDC! I can't believe it's almost been a month since D365 Saturday in Washington, DC! This was a great event packed with amazing speakers and lots of great networking. I wanted to share some of my takeaways about the sessions I attended and what I learned. To … Continue reading D365 Saturday Washington, DC 2019 Takeaways

TDGi Hackathon – Team Apollo

Team Apollo at TDGi Global Hack for Education UPDATE: The results have been announced! You can also see all the submission videos from this great event! Last weekend I had the honor of joining Team Apollo at the TDGi Hackathon! This was a great event to demonstrate the capabilities of the Power Platform and raise … Continue reading TDGi Hackathon – Team Apollo

Panel: System Design for Administrators

CRMUG is continuing it's Panel Discussions series where community members spend 30 minutes giving their tips and best practices plus answering attendee questions. This week Ashley Steiner, Seth Bacon, Gus Gonzalez and I led a panel talking about system design. I wanted to share some of my highlights plus you can watch the recording on … Continue reading Panel: System Design for Administrators

Who Modified This?

I am currently a moderator for the CRMUG/D365UG MB200 Certification Study Group (links to future and recorded webinars on my events page). Last week our topics included Workflows! One topic that can be confusing about Workflows is knowing which user the workflow will run as. This user's name will show up as the Modified By … Continue reading Who Modified This?