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

Calculation details

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

Photo by NordWood Themes on Unsplash

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

Kylie Kiser

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

Kylie Kiser

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?

Kylie Kiser board game collection

Improve Game Night with the Power Platform: Lessons Learned

For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating learning these tools waiting for the perfect use case to test on. However what I really needed was just time and a data set to work with. … Continue reading Improve Game Night with the Power Platform: Lessons Learned

Improve Game Night with the Power Platform: Canvas PowerApp

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create … Continue reading Improve Game Night with the Power Platform: Canvas PowerApp

Improve Game Night with the Power Platform: Power BI

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My … Continue reading Improve Game Night with the Power Platform: Power BI