As I talk to other people in the Dynamics 365 space, I am always surprised with the number of people who just "fell in" to their position (or sometimes were unwillingly pushed in). I am no exception. I thought it might be beneficial for others to know my story and see how I learned and … Continue reading Dynamics Journey
Tag: Microsoft Dynamics 365
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 Workflows: Keeping Track of Your Processes
This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be a priority to keep everything up to date. When first starting the documentation process, it can take a good amount of time to build up the documentation for your … Continue reading Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes
DMV Upcoming Events
If you were not at the Q3 Regional Chapter Meeting for DC, Reston, VA and Richmond, VA chapters then you really missed out! This was a great event with amazing presenters and even a wine tasting. Check out this blog for all the details and reference information.Now that you know the awesome our Microsoft Dynamics … Continue reading DMV Upcoming Events
Microsoft Dynamics 365: How to Set Up Your Free Trial
As you get ready for UG Focus this week you should set up your CRM Trial. This is a great way to play with the new tools and features you are learning. However it can be a little bit confusing when you first create a trial so let's walk through it step by step.Where to … Continue reading Microsoft Dynamics 365: How to Set Up Your Free Trial
Microsoft Dynamics 365 Workflows: Panel Discussion Series
Next week, I will be presenting at CRMUG Focus in Indianapolis on Workflows! To get prepared for this I have been reviewing the webinar Panel Discussion Series: Getting Started with Workflows. This was a great session where Malcolm McAuley hosted with a panel of Abraham Saldana, Gus Gonzalez, and myself. This is a quick session … Continue reading Microsoft Dynamics 365 Workflows: Panel Discussion Series
Microsoft Dynamics 365 Tools: Level Up Extension
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