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Did you know …
A reference panel allows you to place multiple sub grids in one section of a form. I know! It’s the simplest of things and has been around for a while, but how many of us use them reduce vertical scroll on a form?
Here is a link to blogpost someone wrote on reference panels for more information:
This week Purely CRM had the privilege of joining our fellow Microsoft Partners at the Inspire event in Las Vegas. With over 50,000 people in attendance, we got to see some old faces and many new ones. We are truly honoured to be apart of such a diverse and inclusive group.
Looking forward to continuing our new relationships!
Next stop: Microsoft Ignite.
See you soon!
Microsoft drops big news against one of their biggest competitors just days before Inspire! We cannot wait to see the Microsoft Teams booth and more special announcements from Microsoft at Inspire next week!
If you are in Las Vegas, we would love to meet up with you and chat about Inspire!
Hopefully we will see you there,
Did you know that Microsoft is adding business card scanning natively to the Dynamics 365 Sales application?
Check out the article here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/business-card-scan
Microsoft is finally getting A/B testing right in the built-in Marketing functionality.
Check out the details here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-marketing/email-ab-testing
Teams CAN BE added to Azure AD?
Recently one of our clients had an interesting question that regarded the use of their Active Directory. Our client hoped to have their Active Directory manage security within Dynamics 365 via Teams.
From the collection of research that we conducted, it seemed obvious to look at any recent functionality that may have been available. This sent out research towards Teams in Dynamics 365 online. Fortunately I was able to find Debajit’s blog who’s information on this subject was excellent .
The Azure AD Object Id for a Group field on the team record sounded exactly what we were looking for but then how does this work?
It seems that you can now link Teams in Dynamics 365 to Azure Active Directory Groups.
This is a really exciting development for Dynamics 365 and this means of course that if you add security roles to the linked AD Team that you create then you could have a security setup managed by Office 365 Exchange.
After coming across Debajit’s Dynamics 365 Blog, he explained the setup process in a seamless fashion that is very easy to follow. With his step-by-step guidance, and further research our client was able to enjoy their new solution. Take a look of our screenshots alongside with Debajit’s blog to further assist you in creating this solution.
Essentially the setup for this could not be simpler and it seems to work very well. Note the original blog article for the curve ball though. Your members (of the Team) seem not to show up in Dynamics until they login, which is fine as everything still works just fine.
Here is a direct link to Debajit’s work:
Have a great day,
Thanks to Scott Lawrence for pointing out to me that there are mailbox approval changes coming to Dynamics 365 CE Online.
Here is a link to read more about those changes: https://support.microsoft.com/en-us/help/4506139/changes-to-mailbox-approval-in-dynamics-365
I heard great commentary on a podcast suggesting the use of an App instead of implementing business unit security. I can definitely see this as an option in some cases. The App could limit the views that someone has and in essence the records they have access to via those views. Sure is simpler than adding the overhead of business units if it is not truly required.
Was thinking about this after listening to The CRM MVP Podcast, episode 53: Top 10 FUNCTIONAL TRICKS in Dynamics 365.
This past Thursday I had the chance to travel to Whistler with the entire Purely CRM team. Although the weather forecast was not on our side, fortunately it was a very sunny day in the village. Our trip to the mountainside was supposed to include a short trail walk, however, the mountain had other plans! Hail had started en route to the peak, but once we were at the peak flurries were flying in!
As we were doing our Peak 2 Peak to the drier side, we were fortunate enough to see a couple of bears and the beautiful scenic views of our beautiful province.
The entire trip was very fun, and on a personal note, I had the privilege to meet the entire team, and create new relationships. With our dynamic and broad team coming together from all distances, it helped us reflect on our accomplishments, and future goals.
Have a great rest of your day,
Jukka Niiranen, in his blog post title, “PowerApps ‘Starter’ Plans Capabilities Demystified” writes:
One of the major handicaps introduced in the new licensing terms for Team Members last Fall was the removal of rights to create, edit and delete account records. Now, while the $8 Team Member license doesn’t allow you to perform these actions, the $7 PowerApps P1 license actually does!
Oh Microsoft, why do you keep making this so hard for us?!?!?!
He did post a nice graphic in his blog-post that does help a bit though …
Is the entity in the common data model or is it CRM specific?
One of the big issues that will arise with the new Microsoft common data model is wondering whether the entity you would like to use is part of the common data model or is it in a CRM/CE specific entity set (e.g., sales, service, and marketing).
My crack at breaking it down
I went thru the CDM Entity Navigator and tried to break it down for myself a little further. I did so in an MS-Excel spreadsheet and attached it here for you to look through.
Here is the link to the spreadsheet: CDM Entity Navigator As A Spreadsheet.
Ron de Giusti
Purely CRM Consulting Inc.
Another significant item to note is how instances work with licensing:
It starts with a simple task: Codify a business process
Most companies realize they have a business process that is probably not as efficient as it could be. Perhaps it is an Excel spreadsheet or an MS-Word document that is being passed around the organization in an inefficient manner. There is often the realization that if they take the disconnected spreadsheets and forms and back-ended them into a database, they can easily eliminate wasted time, rekeying of data, and eliminating some simple review processes and calculations.
You end up codifying the entire department
What starts out as a task to eliminate inefficiencies in one business process inevitably sprawls into another department. The touch-point of information with other departments or with customers and suppliers will definitely be inputs or outputs into the business process that you are making more efficient. Why not modify those processes too while you are at it? Before you know it, you have modified the business processes of an entire department.
Job roles will change
Changing business processes will also inevitably lead to changing job duties. The mundane error checking of paper forms or re-keying of information into various spreadsheets or miscellaneous forms is going away. What is left behind in a business process is the essence of what the job truly is and what only the human can accomplish. The human element in business processes is not going away with the current changing nature of business processes through electronic efficiencies but is now focusing employees on the higher value evaluations that are needed in business processes.
We are removing the mundane work with technology and opening up our eyes to the true value employees (i.e., humans) play in a business process.
The key elements to a successful project
Get to know your client
Completing a project does not only include meeting deadlines and completing tasks. Knowing your client and taking the time to fully understand their wants and needs can allow you to incorporate more elements that make that product specific to the company. In taking the time to understand them, it strengthens the connection between you and your client, creating a more well-rounded product.
All hands on deck
Essential for an efficient project, the team must work like a well-oiled machine. In working together to achieve the project’s goals, it ensures that all ideas and opinions are heard, optimizing your team’s productivity and problem-solving abilities. With deadlines fast approaching, it will be guaranteed that your team will always be on time.
Know your product
As the creator, you have to know all the ins and outs of your product. Without thorough knowledge, your product will not meet your client’s expectations, much less your own. To maximize efficiency, that knowledge is key. Along the way, your client may have different requests and expectations, or problems may arise. Knowing your product will let you give better or alternate solutions to what your customer is asking for, allowing you to give the best product that you can within the scope of your client.