In this video, we look at some of the different configuration options that are available through the admin portal for Café X. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. Don’t forget to […]
Data visualizations have received their fair share of discussions at Microsoft Build 2017. One particular project did catch my attention – Adaptive Cards. What are Adaptive Cards Adaptive Cards are an open card exchange format enabling developers to exchange UI content in a common and consistent way. Why is it important to us? In Dynamics […]
We’ve known for more than 6 months that Microsoft has selected Adobe as its preferred marketing service for Dynamics 365 Enterprise. While solution details are still sketchy, the good news is that you can already start your journey to become an expert in Adobe Marketing Cloud solutions, long before the integration is released. If you […]
Unless you’ve been living and working under a rock, you’ve probably heard of the Connected Field Services. One of the important pieces of the infrastructure is something bundled under the generic term “databases”, referring to both Azure SQL and DocumentDB. Think of a storage for billions and trillions data points and you get the idea […]
In the next few videos we look at the new Omni-Channel solution for Dynamics 365, Live Assist powered by Café X. In this first video we show you how to setup the solution, and what the agent experience looks like in Dynamics 365. We will show you how to interact with customers, use many of […]
After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade: As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing […]
In this video we look at the Dynamics 365 new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]
Starting July 1, 2017 subscriptions to Dynamics 365 licenses will be mandatory for renewing clients. Sometime after June 1, 2017 you will received an email that looks like the following. It’s time to start talking with your partner on selecting the correct Dynamics 365 license type. You can read more about the transition process at […]
Sometimes Dynamics 365 plays a cruel déjà vu game. I swear I was able to do that just last week and Dynamics 365 like: Since version 8.2.1.173 Dynamics 365 Online refuses to allow setting up or clearing optionset values in the workflow editor. Yes, you can set it to a fixed value but not to […]
Ability to copy organizations in Dynamics 365 is invaluable. Ability to perform a minimal copy is a great space-saver. But, as reported by Evan Watson and our own Joel “Silence is also a good a podcast topic” Lindstrom, beware of the deficiencies of a minimal copy. Entities that are copied are listed but what is […]
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