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

Microsoft Dynamics 365 Solutions: Intro and Panel Discussion

If you missed this webinar a few weeks ago it is time to watch the recording!CRM Solution Management Introduction and Panel DiscussionIn this 1 hour webinar Patrick Wright (Richmond, VA Chapter Leader), Todd Mercer (Ottawa, Ontario, Canada Chapter Leader), Aiden Kaskela (Reston, VA Chapter Leader and MVP) and myself (Washington, DC Chapter Leader) talk about … Continue reading Microsoft Dynamics 365 Solutions: Intro and Panel Discussion

Upcoming events for Microsoft Dynamics 365 Users in Washington, DC

It's time to talk more about the awesome Microsoft Dynamics CRM Community in the Washington, DC area! There are several great chapters in the DMV and there are great meetings coming up next week.Tuesday May 15 – Richmond, VA Chapter, Get Registered Wednesday May 16 – Washington, DC Chapter, Get Registered Thursday May 17 – Reston, VA Chapter, Get Registered The week after is CRMUG … Continue reading Upcoming events for Microsoft Dynamics 365 Users in Washington, DC

Microsoft Dynamics 365 Business Rule Steps

Business Rules in Microsoft Dynamics 365 are a very powerful tool. They allow administrators to create the effects of form scripting without needing to know JavaScript (or as it is usually in my case, educated copy and paste 🙂 ). So let's talk about what can be done with Business Rules.Getting StartedBusiness Rules are created … Continue reading Microsoft Dynamics 365 Business Rule Steps

Scribe Online Documentation Tool

If you use Scribe Online with Microsoft Dynamics 365 (or any system really) you need to check out their Google Docs Documentation tool. Start with this article on how to use: https://dev.scribesoft.com/en/g_docs/doc_maps.htmFrom inside a Google sheet, you will login to Scribe Online and then it will magically pull down the details of your integration. This will … Continue reading Scribe Online Documentation Tool