Improve Game Night with the Power Platform: Data Import

As you may know, I am trying to learn more about the Power Platform by creating an application to help with board game selection in my household. We have already set up the entities. Next is the data import then we will use PowerBI and create a PowerApp. Since all of our fields are there … Continue reading Improve Game Night with the Power Platform: Data Import

Improve Game Night with the Power Platform: Data Structure

As you learned yesterday, I wanted to learn about PowerApps and decided to do this by improving the game night board game selection process. As a prerequisite for this learning experiment I exported our board game library from BoardGameGeek (to be honest, most of this was my husband's idea and he maintains this list which … Continue reading Improve Game Night with the Power Platform: Data Structure

Improve Game Night with the Power Platform: Intro

I have been wanting to learn more about PowerApps and Flow for some time but have been waiting to think of the best way to handle this. This week is the best time to learn since it is the Power Platform World Tour in Washington, DC.  I wanted to work through a scenario that would … Continue reading Improve Game Night with the Power Platform: Intro

Sometimes the Problem is You

There has been an odd issue going on in my implementation for the last several months. With the help of Microsoft support, we solved the issue this week! However, the solution is very embarrassing because it was a self-made problem (I guess most of them are). But maybe my failures will help others so here … Continue reading Sometimes the Problem is You

Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3

As part of troubleshooting Server Side Sync we upgraded our on-premise Dynamics 365 environment from version 8.2.2 to 8.2.3 (8.2.3 Details). There were several issues that occurred from this upgrade that I wanted to share to prevent you from falling into the same traps (or at least knowing how to recover when they arise).Related Articles: … Continue reading Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3

Real life Tales of Server Side Sync

The idea of Server Side Synchronization for Microsoft Dynamics 365 is very exciting. It can enable the syncing you know and love to run even when Outlook (with CRM for Outlook) is not running. In my organization, we have teams who are scheduling appointments for other users. So it is important that Outlook reflects the most … Continue reading Real life Tales of Server Side Sync

Copying Records with GUID in Microsoft Dynamics 365

If you are using workflows it is likely that you need to link to specific records in the environment. One issue with this occurs if the record is manually created in each environment so when migrating workflows via solutions you still need to manually edit the workflow and re-link to the correct record. This is … Continue reading Copying Records with GUID in Microsoft Dynamics 365

New Year, New Change Management

As we enter the new year it is always a good time to evaluate where you are and where you want to go. This is also a good time to evaluate how far you have come. I have been reflecting on the change management progress I made at my organization. Let's talk through what that … Continue reading New Year, New Change Management

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

February 2017 Blog Review

Let's quickly catch up on the CRM news floating around this past month.First of all, the December 2016 update for Dynamics 365 is available so you should check out the release notes and podcast. Keep in mind this is just version 8.2 so more like a 2016 update then any kind of upgrade.PowerObjects posted a … Continue reading February 2017 Blog Review