Tip #1018: Automatically create Dynamics 365 records from Social Engagement

This tip comes from Amy Pritts. Send your tips to jar@crmtipoftheday.com. One of the really cool features of Microsoft Social Engagement is the ability to automatically create records in CRM from social posts. However, you should be aware that there are several steps to make this work. To automatically create D365 records from MSE posts, […]

Tip #1008: Learn PowerApps

If you are a long time “CRM Person” like me, you may be interested in PowerApps, but if you try out PowerApps, you see that the process of building a PowerApp is significantly different than customizing Dynamics 365 forms. So I asked PowerApps MVP Daniel Laskewitz What are the best training materials for “CRM people” […]

Tip #1007: What is the Common Data Service (CDS) today?

Much digital ink has been spilled about the Common Data Service (CDS) and the vision of what it will be in the future as the glue that connects Dynamics applications and model driven apps. But what is the CDS today? The Common Data Service is a service that provides one or more databases that include […]

Tip #1006: Case management vs. ticket management in Dynamics 365

Dynamics 365 customer service functionality includes case management, which is used for a wide variety of purposes. Many companies use Dynamics 365 for management of incidents (cases), which can be everything from a service issue, a customer complaint, or a request. Dynamics 365 cases have rich functionality, just a few examples: Hierarchical parent/child cases Queues […]