Category: Tips and Tricks (Page 2 of 2)

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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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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Be More Productive with Dynamics CRM with These Time Saving Tips! 

Microsoft Dynamics CRM has come a long way in terms of usability. As a consultant, I really appreciate the small tweaks to the user interface that have developed right from early versions of Microsoft Dynamics CRM through to now. With each new release brings many new features; so many in fact that it’s often the small tweaks that often go unnoticed by the community.

This multi part blog series, will focus on very simple but effective time saving tricks that are available to you within Dynamics CRM.

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How to Add Postal Tracking to an Order Form

If you happen to be using Microsoft Dynamics CRM for Sales, specifically the managing of the ordering process, you know very well that the process doesn’t stop when your product has been ordered.  The next natural step is to send the product out, whether via local Postal or preferred Courier Service.

This blog entry is about how you can add Postal Tracking to your Order Form.

Pictured below is an example I have created using Australia Post as our postal provider, but you can substitute this with any postal service that has their own tracking page.

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