Author: Andrew Ly (Page 10 of 11)

Microsoft Business Applications MVP, based out of Adelaide Australia.

How to Recover your Microsoft Dynamics 365 Portal if it Fails

As you may have been aware, Microsoft acquired ADX Studios in September 2016, and since then has been actively transitioning to a subscription based on-demand service hosted within Office 365. Previously with Enterprise ADX Studios you had full control over the environment, including restarts, deployments, and so on. With the Office 365 hosted Microsoft Portals (aka ADX Studio Portals), you must now use the Applications management console within the Dynamics 365 Admin Centre. Sometimes your application may do what you want, but other times when you encounter errors you may need to jump start the portal again. Here’s a few tips on how to revive a fallen Microsoft Portal instance yourself before you open a MS Support Ticket.

Let’s start with the easiest and safest route first.

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Introducing the Customer Data Type

In the real world, our customers are either individuals or a group of individuals such as a company. However Microsoft has always made a distinction when it comes to how we organise our data models especially with custom entities – you’re either one or the other, requiring separate lookups for each. Not anymore! One of the neatest new features of CRM Online 2016 Update 1 (CRM 2016 SP1 for On-Premise) is the introduction of a new Attribute Data Type called “Customer”.

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Microsoft Flow and Dynamics CRM

Work less, do more – that’s the catch phrase of Microsoft’s latest automation and workflow engine called Microsoft Flow. Microsoft Flow is currently in preview phase and still has a few bugs to iron out, but if you are familiar with IFTTT (If This Then That) workflow engine then using flow should come naturally to you. Essentially there are connectors to various web services (e.g. Dropbox, OneDrive, Dynamics CRM, SharePoint and so forth), and you can even program your own connectors.

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How to use Cortana to CRM App Preview in Australia

Ever since the announcement of Cortana support for Dynamics CRM phone app, I’ve been excited in learning more. The only problem is that this preview feature is currently only available to the North American market and not Australia. Never fear, there’s always a solution.

Here’s how to test the new Cortana to CRM integration with any Windows Phone device in Australia.

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