Power Platform, Dynamics 365, Azure and other experiences around Microsoft Technologies
XrmToolbox is an amazing free utility formed by many tools that have been developed by the community. During the last weeks, I have been particularly using and enhancing the Attribute Usage Inspector. This tool tells you the fields utilisation in your Dynamics 365 Customer Engagement (CRM) environment. Figure 1 - Opportunity attributes utilisation for all … Continue reading Dynamics attributes utilisation by FetchXML
Some great news this week, the new Dynamics 365 (CRM) version 9.0 is already available for trial. The build version I've got with my UK trial ([orgname].crm11.dynamics.com) is 9.0.0.11.03. You can now enjoy some of the new features that I show below: New design: New Unified Interface Apps Flow Integration Multi Select Option Set attribute New Solutions … Continue reading Dynamics 365 v9.0 is already available
An OptionSet may not be a Picklist, but a Picklist is always an OptionSet. This is something I had to consider last week to fix an issue within the Dynamics Custom Emails solution and handle State and Status attributes correctly. The issue was caused by an unexpected cast from StatusAttributeMetadata to PicklistAttributeMetadata. Both classes inherits … Continue reading An OptionSet may not be a Picklist
Time flies and suddenly 2018 will be there, when the next Summit EMEA will take place in Dublin from 24th to the 26th of April. During the Summit EMEA, multiple users groups will participate in the conference and offer several events including presentations, essential peer-to-peer knowledge exchanges, product insight forums, and networking opportunities. My main … Continue reading Getting ready for Summit EMEA 2018 Dublin
During the last few months I have been doing some work around Dynamics 365 (CRM) and dotmailer. This article focuses on the integration between both platforms and how the new Organization Insights has proven to be very useful to understand the behavior of the Dynamics API and how it is consumed by other applications. Looking … Continue reading Dynamics 365, Organization Insights and dotmailer
Maximum attribute name lengths allowed in Dynamics 365 (CRM) #msdyn365
It has been great to see the new changes coming with Dynamics 365 (Available November 1st) during Scott Guthrie presentation at First look at Microsoft Dynamics 365. The new Dynamics home page gives you an easy start point to join the user experience of our CRM and ERP users: There we can find the different … Continue reading First look at Microsoft Dynamics 365
Microsoft Dynamics CRM 2016 Update 1 brings Email Signatures as an out of the box functionality. They can be used on Users or Queues (based on Teams). Create a new email and you will see a new icon on the email designer to insert signatures: To create more signatures, go to Personal Settings or, as an admin, Administration => Templates … Continue reading New Dynamics CRM Email Signatures
Probably many customers and partners have already asked you this question: where is our data? You can give them more details and a quick picture using the next Microsoft site: http://o365datacentermap.azurewebsites.net/
You can already try the new Voice of the Customer (VoC) functionality in Dynamics CRM Online (only Online for now). Initially it was only available in US deployments (https://orgname.crm.dynamics.com) but this week has been released in EMEA datacenters as well (https://orgname.crm4.dynamics.com). VoC allows you to design and publish surveys using Dynamics CRM. You can then share … Continue reading [CRM] Voice of the Customer available in EMEA
@ramontebar 👨💻 