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 […]
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 […]
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 […]
In this video we look at how to create a PowerApp, and connect to the Dynamics 365 instance. We talk about some of the basic commands available and how to work with them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]
In this video, we look at the different Authentication & Authorization options for Dynamics CRM Portal capabilities. We walk through an overview of the elements, and then explore how to access and change them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
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 […]
Is this video we look at some of the basic configuration elements in Dynamics CRM Portal Capabilities. In addition, we also explore how to surface CRM info in the portal using Entity forms and Lists. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]
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 […]
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 […]
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 […]
of the