We’ve all done it in the past, where we started tinkering with the navigation, filtering entities based on permissions, removing entire areas from the navigation, and tinkering with user roles and hiding aspects of the platform. Well, welcome to a new world of apps. What started with mobile, where “there’s an app for that”, now... Continue Reading →
With all the focus on the Dynamics 365 Customer Engagement naming, the split into Dynamics 365 for Sales and Dynamics 365 for Customer Service, with or without Marketing, and all the licensing implications and additional functional packages, this is a question that came out of the blue and caught me a little off-guard. While I’m... Continue Reading →
As we’ve seen in the previous post, getting content from Dynamics 365 for Sales or Service into Power BI is a relatively easy task when leveraging the Content Packs created by the great guys at the Power BI team. Now, with the content packs in place, let’s go back to our Dynamics 365 instance and... Continue Reading →
With the obvious impact that Power BI brings to data analysis and visualization, Dynamics 365 Customer Engagement stands to benefit from a few pre-packaged features available. Not only we can bring CRM information onto Power BI, but we can also easily present Power BI elements inside Dynamics 365. So, it’s a win-win situation. To make... Continue Reading →
Gone are the days when you had to write scripts to generate a multi-select on a form in CRM. The platform now offers out of the box the MultiSelect Option Set. You add it just like any other form field, and you define it just like any Option Set. What you get for that is... Continue Reading →
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