June 2020 DC User Group Meeting

Thank you to everyone who came out to our D365 / CRM / Power Platform User Group meeting last night! This was a "local" meeting for the Washington, DC Chapter but we had attendees and speakers from around the world! Here are some more details on our presentations and speakers. D365 Performance Calling in from … Continue reading June 2020 DC User Group Meeting

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?

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

DMV Chapter Team at Summit Orlando

November DC Chapter Meetings

Your DC/Maryland/Virginia Chapter Leaders hanging out at User Group Summit Orlando 2019 The Washington, DC D365/CRM User Group has some great events lined up for November 2019. So it's time to get prepared and get registered! Power BI User Group We have partnered with the Power BI User Group to offer a session about the … Continue reading November DC Chapter Meetings

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

Visible Chart and Case View

Alert for Old Cases: Charts, Views, and Dashboards

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