Category: Dynamics Features (Page 2 of 2)

D365 V9.0 – A Feature a Day – Microsoft Flow & D365 V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the new native Microsoft Flow Integration.

What is Microsoft Flow?

Traditional Microsoft Dynamics workflows allow you to automate processes from within the Dynamics platform, Microsoft Flows however allow the silos between systems to be broken down allowing you to take advantage of the plethora of services available in the cloud.

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D365 V9.0 – A Feature a Day – Virtual Entities in V9.0 (Integration Made Easy)

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced Virtual Entities.

Today’s Feature – Virtual Entities

Previously the options for integrating external data sources into your Dynamics solution were limited usually involving persisting external data within your organisation database or developing client side script to pull on demand.

Today, Microsoft Dynamics 365 V9.0 offers a new way of integrating external data in a friendly manner – introducing Virtual Entities.

Virtual Entities behave similarly to regular entities but instead sources its data from external sources.

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A Feature a Day – MultiSelect Option Sets in Dynamics 365 V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced MultiSelect Option Sets.

Today’s Feature – Multi Select OptionSets

MultiSelect Option Sets have been one of the top requested features of Dynamics for quite some time now. And now they’re finally here! So, what are some things you need to know about MultiSelect Option Sets?

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Dynamics 365 for Talent – General Availability!

In case you missed the announcement last night, Dynamics 365 for Talent has now entered General Availability.  60 Day trials are now available to the general public.  And the Ideas.Microsoft.com forums have been going hot with new ideas to improve the product going forward, so hopefully we’ll have an Update 1 release in the not too distant future.

Here’s the MSFT press release:

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Microsoft Dynamics 365 for Talent is Here! First Impressions

Microsoft recently released the Technical Preview of Microsoft Dynamics for Talent, and I had the opportunity to test drive this new offering in trying to understand what it is all about. And the short version of this blog, is that I am impressed how they’ve brought so many HR functions together into one simple solution.

So what is Dynamics 365 for Talent?

Dynamics 365 for Talent aims to be an Employee Centric solution that takes your common HR functions and brings them together in a meaningful way to both your managers, HR staff and your prospective and current employees.

The solution can be thought of as three separate workloads (or experiences). They are at a high level:

  1. Human Resources
  2. Attract
  3.       Onboard

Let’s have a closer look at each experience and what it offers.

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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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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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Creating new Voice of the Customer Surveys in CRM 2016

In a competitive market, customers continually judge us on service quality, timeliness of response, and resolution times. How do we meet these challenges as an organisation? One such method is through surveys and questionaires. Voice of the Customer is a new CRM 2016 feature that was created to do exactly that – with Voice of the Customer we can easily setup surveys, distribute them to contacts via workflows, and capture responses.

In this blog I will show you how to setup and configure personalized surveys with the new ‘Voice of the Customer’ solution.

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