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As I’ve mentioned in THIS earlier article, Microsoft Forms is now in public preview. And, I’ve also mentioned you can integrate it with your Dynamics 365 instance. But how, you might ask!

There is no direct “configuration” on the form itself to map to a Dynamics entity, since it’s not a data driven form. Yes, you’re probably thinking PowerApps right about now. Read the rest of this entry »

Nowadays the toolbox is getting big and heavy. We have some level of overlap between some of the various platforms joined under the Dynamics 365 name, we leverage various features of Office 365, we integrate with other products like SharePoint and OneDrive. And this is just scratching the surface. I mean, really, look at the “new fave kid on the block”, the Power Platform.

And here’s another one for the non-developer: Microsoft Forms Pro. It’s now in public preview.

002-01-MicrosoftFormsPro

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I would argue that in today’s world, it is almost impossible for one person to know in detail all aspects of a platform. Take Dynamics 365 for example. With the merger of multiple platforms under one generic marketing name, now we have specialists in Customer Engagement, F&O, Talent, etc. Take it one step lower, inside Customer Engagement, and with Field Service and PSA, you need to catch-up on new concepts, business models, etc. And then there’s always been the xRM part, which is all about the client’s business need outside of the scope of typical standard modules. But that’s not all.

The platform, as we knew it, is growing at an exponential rate. Where does that take us?
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This post takes you through a step by step scenario on configuring Server-Based SharePoint Integration. Whether you do it for a demo environment, your production or a development environment, as long as you do it for Dynamics CRM Online with O365 SharePoint, the following steps apply.

Assumption is that, as in this case, a new 30-day O365 and CRM Online instance was just spun up. You can do the trial O365 first, then from the admin console add the CRM Online trial, or vice-versa.

The simple way to start is, as soon as your instance is up and running, you will get the notification bar. Click on the Enable Now button.

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