Viewing entries tagged
dynamics 365

What Has Microsoft Unveiled Now?!

What Has Microsoft Unveiled Now?!

What is it this time?

Well, I am glad you asked! Microsoft has just unveiled a new AI-Driven Application for Dynamics 365. It will be powered by Azure AI, and these integrated AI capabilities will allow every employee in their respective company’s to execute AI real for their business.

What are the benefits?

To start here is a small list that features some of the new benefits:

  • Advance machine learning models that can help with situations such as demand forecasting, fraud detection, or recommendations, by utilizing Azure Machine Learning.

  • With Azure Cognitive Services and Azure Bot Service organizations can combine vision, language and speech understanding abilities into AI applications and bots.

  • Build knowledge-mining solutions to make good use of untapped information in their content and documents by utilizing Azure Search

Where can you find more information about the benefits you can have?

Click this link to learn more!

Happy Tuesday!

Gurkirat Athwal

Purely CRM

What Will Replace Voice of the Customer?!

What Will Replace Voice of the Customer?!

Hmmm.. What will Microsoft do now that voice of the customer has been deprecated?!

Have no fear because Forms Pro is here! Forms Pro is now available to capture your customer feedback by using surveys. If you are worried about if you can still use the old voice of the customer, you have till July 1, 2020 to create and distribute new surveys and collect responses from live surveys.

As expected, with the release of Forms Pro that Microsoft have announced that Voice of the Customer is being deprecated.
— Microsoft Dynamics Community

Here is a link showing you the ins and outs of Forms Pro: https://formspro.microsoft.com/en-ca/

Happy Tuesday

Ron DeGiusti

Purely CRM

What's Microsoft Doing With Voice of the Customer?

What's Microsoft Doing With Voice of the Customer?

Did you know…

As of July 1, 2019, the Voice of the Customer solution was deprecated. Users can create and distribute new surveys and collect responses from live surveys till July 1, 2020.

What is the Voice of the Customer?

Originally the Voice of the Customer solution was primarily used to create and send surveys for collecting feedback.

Here is a link to an article telling you more: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#voice-of-the-customer-is-deprecated

Happy Tuesday!

Ron DeGiusti

Purely CRM

Do You Know What's Leaving Us In October?

Do You Know What's Leaving Us In October?

Microsoft Is Deprecating The Legacy Web Interface

The traditional way that you access Dynamics 365 CE is through the classic interface on the web.  Microsoft now has a new method using the unified interface.  The unified interface means that your forms will work equally as well on tablets and phones.

Another important thing to note is that they are discontinuing the classic/legacy interface very soon.  Microsoft has announced they do not plan on investing in the legacy interface anymore, as their focus shifts towards the new unified interface.

Why Should You Transition to The Unified Interface?

Microsoft published these stats that put the unified interface at a higher pedestal than the legacy.

Microsoft says its deprecation of the legacy web interface is likely to be announced in October 2019
— preact.co.uk

What's Happening on September 28?!

What's Happening on September 28?!

Make Sure You Attend…

On September 28, 2019 there will be a 365 Saturday in Victoria, BC. Microsoft MVPs and Senior Managers will be in attendance, and providing Business Applications training. Be sure to attend to learn new information about PowerApps and Dynamics 365. Plus it’s free!

To further assist you with planning out your day on the beautiful Vancouver Island, here are the schedules for the Dynamics 365 and Power Platform sessions:

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Dynamics 365 Training

PowerPlatform Training

Purely CRM's trip to Microsoft Inspire

Purely CRM's trip to Microsoft Inspire

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!

Purely CRM

Dynamics 365 Teams Linked to Azure AD

Dynamics 365 Teams Linked to Azure AD

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 .

Let’s start with a revelation – Now Azure AD groups can own records in Dynamics 365. All this time there used to be owner teams. Now both Azure AD office and security group can own your business records.
— Debajit Dutta
Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

Through our research, we are able to say that the Teams entity in Dynamics 365 online, there is indeed a new Teams functionality!

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.

Azure Setup

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.

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Have a great day,

Alan Ashton

Purely CRM

Breathing New Air Into Dynamics CRM

Breathing New Air Into Dynamics CRM

I could not agree more with Juuka Niiranen’s latest blog post regarding Power Apps breathing new life into Dynamics CRM.

Lately I’ve been having this feeling of premonition combined with dejavu. Like being special agent Dale Cooper, investigating the events that are taking place in a strange town in Pacific Northwest, far away from your normal surroundings, encountering The Giant in a dream sequence and being told that “it is happening again”. Only this time the Giant is Power Platform and the place isn’t Twin Peaks but rather Redmond.
— https://survivingcrm.com/2019/06/why-you-should-become-a-poweraddict/

Create An App Instead Of Using Business Unit Security

Create An App Instead Of Using Business Unit Security

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.

Ron De Giusti
Purely CRM Consulting Inc.

Our Annual Trip to Whistler BC!

Our Annual Trip to Whistler BC!

Our Trip

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,

Gurkirat

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Purely CRM Christmas Lunch

Purely CRM Christmas Lunch

As our team grows bigger every year, we're excited to see what the new year brings us. 2018 has been a great year of growth, and it’s important that we take the team to appreciate our team. Here's a few photos of Purely's team at our Christmas lunch, celebrating the holidays.

Purely CRM at Collaborate Canada 2018

Purely CRM at Collaborate Canada 2018

It was a great turnout this year at Collaborate Canada 2018. It was good to see so many customers and Dynamics 365 partners working together on solutions for today’s business challenges. It was especially inspiring to see how Dynamics 365 is closing all of the gaps with new features and functionality, and tying it all together through one cloud platform. We look forward to seeing you all again next year.

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First hand witnessing the changing nature of work through CRM

First hand witnessing the changing nature of work through CRM

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.

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