Dynamics 365 CE / CRM

Dynamics 365 provides a powerful platform and now you can embed your pixel perfect canvas apps in your Dynamics 365 forms. Learn how you can create enhanced user experiences with PowerApps inside of a Dynamics 365 entity form. Understand how you can pass data from Dynamics 365 and how this will enable you to create all new ways to display not only your Dynamics 365 data but also leverage other external data sources with the PowerApps connector framework. See demos of how to embed your control, connect your PowerApp to a custom data source and manage canvas apps as part of the Dynamics 365 solution architecture.​

Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please review the following topics for this week’s discussion on the MB200 Certification (Microsoft Power Platform + Dynamics 365 Core): Implement Integration.

Join us as we review the past 12 weeks of material. We present a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft’s exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). This is a collaborative study group – while we have moderators lined up we are always open to questions, insights and knowledge from all participants!

With every new release the Power Platform DevOps pipeline dream is becoming more accessible than ever. If you are serious about DevOps you need to understand which components are DevOps friendly and which ones should be avoided. You also need to understand the tools available out there and how they can help you achieve your goals. In this session we will look into a live end to end pipeline that deals with instance management, solution management, custom code quality feedback, and regression.

The Power Platform is often considered a dark art because many of us are very focused on Dynamics 365 or Office 365. In this presentation and demonstration I’ll show you how the Power Platform bridges many gaps within the Microsoft stack and brings many of the Microsoft products together.​

Tom Franz, along with Lindy Belley and Nicole Sparrow analyze the IRS release of the 2020 W-4 where personal exemptions have gone away. Payroll professionals and the systems used to process payroll must change to accommodate the new form and withholding calculation. In this session, we will cover those details and share information on 2020 Tax Updates.

This video from July 2020 will introduce Interactive dashboards in Dynamics 365. This will include how to create a new Interactive Dashboard, configure global filters, sortable fields and assign security.

Learn how you can start creating your own regression tests leveraging the Task Recorder, Excel and Azure Dev Ops together. If you are concerned about how your organization can practically take continuous updates then you will not want to miss this session. I will share tips and tricks for creating and running your tests. Learning Objectives: Discuss the prerequisites for installing and using RSAT.
Create task recordings, save them to the BPM, and synchronize tasks to Azure DevOps.

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At crunch time you know if your reporting is adequate or not – right? Attend this webinar and hear from Nick Sercer of MSX Group tips and trick of Management Reporter. He’ll share what he has seen in his years of reporting on what you can do now to get your year off to a better start. Promise you’ll walk away with 5 new ideas to make you a reporting rock star!

If you haven’t made the switch to the Power Apps Maker Portal, then check out this great video from Heidi Neuhauser shares on the differences between the Classic Solution Designer and the new Power Apps Maker Portal.

Join a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft’s exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). Each week we’ll cover a section of the material and discuss the items we believe most pertinent to the exam. This is a collaborative study group – while we have moderators lined up we are always open to questions, insights and knowledge from all participants!

The software your A/R teams need to put order to cash on auto pilot. Learn more at https://www.highradius.com/autonomous/

Gill Walker, CRM Success Catalyst with Opsis, chats with Aaron Back, DAC Director, about Dynamics 365 certifications, training, keeping up with the many application changes, and much more!

In this Community Response Series webinar, Vish Walia of the Customer Success team at Microsoft Canada will share 3-D Action plan to drive business continuity and growth during these chaotic times. The webinar will focus on identifying new ways of productivity and leverage new solutions to complement Dynamics 365 Capabilities.  

April sits down with John Siefert for a brief discussion regarding the recently announced partnership with D365 Finance. As April explains, a key capability customers need is extended planning and analysis on top of the 365 Finance stack, and the Solver solution fit that need–especially in a shifting market that needs a level of agility in planning and reporting. This interview rounds out the DAC analysis on what the Solver and Microsoft D365 Finance relationship means to partners and users in the market. To see the interview with Solver CEO Nils Rasmussen introducing the relationship or our time with Tad Remington outlining the impact on customers and partners please tap on the links.

Heidi Neuhauser, D365 All-Star, shares “Get to know the Model-driven App designer”, and Natalie Jackson, Marketing Director for emfluence, speaks on “What Makes the Perfect CRM Record”

In this news desk we sit down with Solver Chief Commercial Officer, Tad Remington, to discuss the the new Microsoft and Solver relationship from a customer and partner perspective. We do a deep dive into the business, process and customer value enabled by Solver’s cloud based planning and reporting platform, and how this brings new levels of agility to an organization.

Most companies are missing out on the advantages of leveraging AI in their CRM systems. Many times AI can surface data or actionable insights that would typically be missed causing downstream impacts on critical business decisions. This article highlights the needs for infusing AI into your CRM systems.

John Siefert sits down for a quick discussion with Solver CEO Nils Rasmussen as they announces their new relationship to be the exclusive CPM solution for cloud based planning & reporting in Dynamics 365 Finance & Operations.

Big news from Solver: Integration promises initial deployments of Solver’s cloud planning and reporting for Dynamics 365 in as little as one day to drive quick-time-to-value for Microsoft customers. More to come as we sit down with Nils Rasmussen, Solver CEO, to learn more!