With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs.
Recently I was asked to create a reservation system for a client. The actual use case is not too complex, but it requires a public front end for non-organization users to submit a booking request, along with a slew of management and approval options for the back-office user. So I said to myself “yep, that... Continue Reading →
For the first time in Canada, Dynamics 365 Saturday will take place on May 05, 2018 at the Microsoft Meadowvale office. As the event line-up is taking shape, it’s looking like a great set of presenters, covering a Functional Track, a Technical Track as well as an Ecosystem track with a focus on related technologies... Continue Reading →
I am presenting a session at the Power BI User Group in Toronto on leveraging Power BI in the context of Dynamics 365 Customer Engagement. The sign-up page is available at: https://www.meetup.com/Toronto-Power-BI-Meetup/events/248779906/ The session takes place on Wednesday, March 28th. There’s still time to register. Join us for a night of fun and learning!
All robust platform can have a daunting data structure. With some, and in certain situations, you might not directly care about the intricacies. But if you are looking to create reports and visualization, identifying the complexities around data structure becomes quite important. When working in Power BI, and connecting to Dynamics 365 Customer Engagement, the... Continue Reading →