Tip #788: Video Guide to Dynamics 365 Business Rule Changes

Rule changes

In this Video we look at the new options available with Business Rules in the application. Not only does this include the updated editor, but we also look at the new Recommendation Action that is available. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new […]

Tip #783: Video Guide to Dynamics 365 Visual Business Process Flow Editor

Flowcharts

In this video we look at new updated Business Process Visual Editor that is included in Dynamics 365. We look at how things are laid out, as well as some of the new options that are available as part of the editor. Give us your feedback, all of it: good, bad, and ugly, I’m sure […]

Tip #778: Video guide to Dynamics 365 navigation and basic features

Bird eye view

In this high level video, we take our first look at Dynamics 365. We walk through the new App based navigation, look at the new Editable Grid feature, and talk about some of the new changes around Business Process Flows. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]

Tip #748: Viewing Record Related News on MOCA

In this video we look at the Company News Timeline feature that was release with Spring Update. This feature lets you stream news stories about CRM records on Mobile devices. In addition we show you how the Timeline Control works and is configured. Give us your feedback, all of it: good, bad, and ugly, I’m […]

Tip #737: Introduction to the portals

Portal gun

This years Spring Update saw the inclusion of Portal Capabilities for Dynamics CRM online. If the first video in our Portal series, we walk you through some of the configuration options, as well and introduce some of the basic functionality and editing options available. Our longest video yet. Give us your feedback, all of it: […]

Tip #718: Tipster guide to Dynamics CRM and Machine Learning – Part 2

Robot suggestions

In this video we expand on the Machine Learning topics from the previous video. We show you how to configure Topic Analysis on Knowledge Articles, for better analysis for cases from inside CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]