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
Tag: CRM
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
Getting Started with XrmToolBox
XrmToolBox is a great tool for administrators. It has lots of great features to make your life easier. For me, it was a bit intimidating getting started so let's talk about how to do it. Then I will talk about a few of my favorite tools.Step 1: Download the toolDownload the latest version from: https://www.xrmtoolbox.com/This will … Continue reading Getting Started with XrmToolBox
Microsoft Dynamics 365 Workflows: Real Time Options
Creating a new Real-Time Workflow I have been mentioning Real-Time workflows throughout the rest of my workflow series. Today, let's look at Real-Time workflows specifically. Converting to Real Time from Background Start When Options Converting to Real-Time Return Error to User: Step 1 New Workflows are set to Run in the Background (asynchronous) by default. … Continue reading Microsoft Dynamics 365 Workflows: Real Time Options
Microsoft Dynamics 365 Workflows: Workflow Steps
We have already learned about the Types of Processes, Workflow Settings and Workflow Scope and Trigger options. Now let's move on to what you can do inside these workflows. The most important part of writing workflows is figuring out the correct logic and flow. To do this I recommend starting with a flow chart. This gives … Continue reading Microsoft Dynamics 365 Workflows: Workflow Steps
Microsoft Dynamics 365 Workflows: Start When and Scope
Now you already know about the types of processes and the left-side of the workflow options (Run When), so now we will talk about the right-side of the workflow options. This includes Scope and Start When. Background Workflow Scope and Start When Scope means who should this run for. Start when is what action should … Continue reading Microsoft Dynamics 365 Workflows: Start When and Scope