Time has been flying by and the 2023 April DC Chapter Meeting has already come and gone! Let's take a minute to quickly recap the meeting. Power Virtual Agents Faith Omonigho Oseghale (Twitter) started the night off with an overview of Power Virtual Agents. Plus, a demo of how you can build your first chatbot! … Continue reading 2023 April DC Chapter Meeting
Tag: CRM
2021 July Chapter Meeting
The attendees of the 2021 July Chapter Meeting are ready to learn or head to space! This week we had the 2021 July Chapter Meeting talking about the Power Platform for the US Government Cloud with a focus on Power Virtual Agents and AI Builder. We had two amazing speakers from Microsoft: Steve Winward (LinkedIn, … Continue reading 2021 July Chapter Meeting
Power Baseball League: Initial App Design with Nick Doelman
Another thing I like about baseball but completely unrelated to the sport, is my baseball shoes. Aren't they so adorable with their baseball stitching? Also note that the stadium is empty because we got their super early for more popcorn eating time. To CRM Or Not To CRM Special Guest Nick Doelman joins us as … Continue reading Power Baseball League: Initial App Design with Nick Doelman
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
Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes
This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be a priority to keep everything up to date. When first starting the documentation process, it can take a good amount of time to build up the documentation for your … Continue reading Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes
Microsoft Dynamics 365 Upgrade from 8.1 to 8.2.2
Recently my organization upgraded our 8.1 on-premise instance of Dynamics 365/CRM to version 8.2.2. This went very successfully and we had no major issues when testing or on go-live. The front-end changes are minimal so users were able to use the new version without needing re-training.However, there were a few things that popped up and … Continue reading Microsoft Dynamics 365 Upgrade from 8.1 to 8.2.2
Microsoft Dynamics 365: How to Set Up Your Free Trial
As you get ready for UG Focus this week you should set up your CRM Trial. This is a great way to play with the new tools and features you are learning. However it can be a little bit confusing when you first create a trial so let's walk through it step by step.Where to … Continue reading Microsoft Dynamics 365: How to Set Up Your Free Trial
Microsoft Dynamics 365 Workflows: Panel Discussion Series
Next week, I will be presenting at CRMUG Focus in Indianapolis on Workflows! To get prepared for this I have been reviewing the webinar Panel Discussion Series: Getting Started with Workflows. This was a great session where Malcolm McAuley hosted with a panel of Abraham Saldana, Gus Gonzalez, and myself. This is a quick session … Continue reading Microsoft Dynamics 365 Workflows: Panel Discussion Series
Microsoft Dynamics 365 Tools: Level Up Extension
Accessing Level UpI don't want to spoil the upcoming Panel Discussion Series: What's your Favorite Tool (or if you missed it look at Webinar Recordings) but I want to talk a bit about the Level Up Chrome Extension!How to InstallMenu when on a List viewOpen up Chrome and go to the Level Up Chrome Extension. Add … Continue reading Microsoft Dynamics 365 Tools: Level Up Extension
Advanced Find Tip: Using the Wildcard
Hopefully you are already aware of the power of using the wildcard in Dynamics 365 searches. This allows you to use a * to represent any number of characters. So if you do not know what a name starts with you could search for "*smith" and get results for all records that contain "smith" not … Continue reading Advanced Find Tip: Using the Wildcard