Today, I continue to answer the question 'what was the best way to use a workflow to send an email when a case had not been modified in 5 days?' by discussing a potential solution using Charts, Views and Dashboards, oh my! Lets continue to work on comparing a few solutions to alert a case … Continue reading Alert for Old Cases: Charts, Views, and Dashboards
Category: MSDyn365
Alert for Old Cases: Calculated and Rollup Fields
Today, I continue to answer the question 'what was the best way to use a workflow to send an email when a case had not been modified in 5 days?' by discussing a potential solution using Calculated and Rollup Fields! We are talking about potential solutions for dealing with Cases that have been sitting in … Continue reading Alert for Old Cases: Calculated and Rollup Fields
Case Study: Alert for Old Cases
I was recently approached at a conference about a unique question on the best way to do something in Dynamics365. The question led to a very interesting discussion because I realized that there were actually many possible ways that the objective could be achieved. So today I'm launching a new recurring Case Study mini-series where I … Continue reading Case Study: Alert for Old Cases
2019 DMV Regional Chapter Meeting
This year will be the 3rd year hosting a Regional User Group Chapter Meeting for the DMV (DC / Maryland / Virginia). We will have attendees from the Washington, DC, Reston, VA, and Richmond, VA chapters in attendance and we have a jam packed agenda! When: Wednesday August 14, 8:30am-4pm Where: Microsoft Chevy Chase This … Continue reading 2019 DMV Regional Chapter Meeting
1st Time Business Applications MVP!
I am excited to announce that I'm now a Microsoft MVP! I received the email confirmation on Canada Day, Monday July 1st and my profile is now live on the MVP site! This has been a goal of mine for many years as I have worked to deliver content and create a strong community in … Continue reading 1st Time Business Applications MVP!
App in a Day Training Recap
I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business … Continue reading App in a Day Training Recap
Hitachi Customer Conference 2019 Recap
At the end of May, I had the privilege to attend the Hitachi Customer Conference. This was the first time attending and not presenting at a Conference in 4 years! So it was a great opportunity for me to really dig in and learn. I also was able to attend the App in a Day … Continue reading Hitachi Customer Conference 2019 Recap
D365 Saturday Philly Recap
I was involved in the D365 Saturday event in Philadelphia, PA just a few weeks ago. This was a great full-day event with amazing speakers from across the country and keynote by Julie Strauss. Here are some takeaways from sessions I attended plus a few pictures from the festivities. KeynoteJulie Strauss We are in a … Continue reading D365 Saturday Philly Recap
What is Stop Workflow for?
A few weeks ago I saw this discussion on CRMUG regarding the necessity of the "Stop Workflow" step in D365 Workflows. It was such an interesting discussion that I wanted to share a few thoughts of my own on the topic. When I am building or editing a workflow, I usually have two main concerns … Continue reading What is Stop Workflow for?
New Phone, Who dis?
Welcome to my new home everyone! I have finally taken the leap and moved from Blogger to WordPress and got a web address with my name in it! All you need to remember now is KylieKiser.com! I hope you like the new site! Please share your comments and tips for improvement. Be sure to follow … Continue reading New Phone, Who dis?