Dynamics attributes utilisation by FetchXML

Opportunity attribute utilisation by XrmToolBox Attribute Usage Inspector

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

Dynamics 365 v9.0 is already available

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

Getting ready for Summit EMEA 2018 Dublin

https://www.summitemea.com

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

Dynamics 365, Organization Insights and dotmailer

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

New Dynamics CRM Email Signatures

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

[CRM] Voice of the Customer available in EMEA

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