Tip #967: UI testing for Dynamics 365

Fake

Software testing is important and Dynamics 365 is no exception. Fundamentally, developing for Dynamics 365 is different from developing, say, an ASP.NET MVC application but, users don’t really care, do they? It’s a software that hopefully delivers business value, deal with it. Developers who recognize the importance of the process, have always been making inroads […]

Tip #947: Video Guide to Working with Activity Feeds and Auto Post Creation

Hummingbird in flight

In this video we look at Dynamics 365 Activity Feed feature. We walk through how to configure Auto Posting at an Entity level, as well as how to enable the specific rules. In addition we explore how to create a workflow to handle creating rules that are not available by default. Give us your feedback, […]

Tip #693: Tipster Guide to Dynamics CRM Project Services – Sales Automation

Snake Oil Sales

Depending on your role in your organization, Dynamics CRM Project Services Automation can be used in several different ways. One of these ways is to manage you sales process as you quote and sell out your projects. This video shows you how to accomplish this. Give us your feedback, all of it: good, bad, and […]

Tip #538: Tipster guide to Dynamics CRM routing rule sets

Another Friday – another video continuing coverage of the customer service features in Dynamics CRM. In this video, we explore how to use Dynamics CRM’s Routing Rule Sets to route cases to different queues. It covers the creation, and activation as well as how they get applied to the records. Give us your feedback, all […]

Tip #533: Tipster guide to automatic record creation in Dynamics CRM

Hey, it’s Friday and our video dude is back from the brink. With many new service related features on the horizon, we take some time to refresh knowledge on current service features. In this video we show you how to use Dynamics CRM’s Automatic Record Creation feature. This can be used to create CRM records […]