Tip #733: Using Dynamics CRM Feedback Entity

Grumpy cat feedback

The 2016 Spring update for both Online and On-Premises, introduced the ability to capture Feedback on different entities in your CRM deployment. In this video we demonstrate what the Feedback entity is used for, and walk you through setup and configuration. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]

Tip #723: Using Related Data in Dynamics CRM Document Templates

DNA Replication

Here we expand on the use of Document Templates in CRM 2016. We look at the different options available for including related data, talk about some of the limitations, and finally walk though how to create a template that uses data from different related records. (both parent and child) Give us your feedback, all of […]

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 […]

Tip# 708: Tipster guide to Dynamics CRM Mobile Task Flows – (Preview)

Pokemon Go Task Flow

Today we look at the Dynamics CRM Mobile Task Flow feature. This Preview feature was introduced as part of Spring Update 1. Derik walks you through how to enable, configure and consume the feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]