Customization Archives - Page 5 of 19

365 Power Up Philly: Transitioning to Unified Client Interface

January 25, 2020January 24, 2020 by Kylie Kiser, posted in Customization, MSDyn365, Professional Development

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-interfacePortal … Continue reading 365 Power Up Philly: Transitioning to Unified Client Interface

November DC Chapter Meetings

October 30, 2019October 23, 2019 by Kylie Kiser, posted in MSDyn365, Professional Development

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

User Group Summit 2019 Recap

October 28, 2019October 26, 2019 by Kylie Kiser, posted in Citizen Developer, Customization, MSDyn365, Power Apps, Power Automate, Professional Development

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 Washington, DC 2019 Takeaways

October 10, 2019October 10, 2019 by Kylie Kiser, posted in Citizen Developer, Customization, MSDyn365, Power Automate, Professional Development, Workflows

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

User Group Summit 2019 Sessions to Favorite

September 20, 2019September 5, 2019 by Kylie Kiser, posted in MSDyn365, Professional Development

If you are headed to User Group Summit North America in Orlando in a few weeks then I have some great session suggestions for you to get on your schedule!

TDGi Hackathon – Team Apollo

September 11, 2019September 20, 2019 by Kylie Kiser, posted in Citizen Developer, Customization, MSDyn365, Professional Development

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

September 9, 2019September 6, 2019 by Kylie Kiser, posted in Citizen Developer, Customization, MSDyn365, Professional Development

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

Alert for Old Cases: Charts, Views, and Dashboards

July 24, 2019July 18, 2019 by Kylie Kiser, posted in Alert for Old Cases, Customization, MSDyn365, Series and Case Studies

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

Alert for Old Cases: Calculated and Rollup Fields

July 23, 2019July 18, 2019 by Kylie Kiser, posted in Alert for Old Cases, Citizen Developer, Customization, MSDyn365, Series and Case Studies

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

Case Study: Alert for Old Cases

July 22, 2019July 18, 2019 by Kylie Kiser, posted in Alert for Old Cases, Citizen Developer, Customization, MSDyn365, Series and Case Studies, Workflows

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