No matter how well your initial taxonomy is structured, as the business evolved, a need for change arises. A taxonomy is not a static product, but rather a work in progress. You should be maintaining and improving your taxonomies on regular basis.
It has been a while since one of these came out. The last one that stands out in my mind was applicable to Dynamics CRM 2011, even thought there might have been a few since. I’m referring to the Solution Lifecycle Management: Dynamics 365 for Customer Engagement apps. You can get your copy from HERE.... Continue Reading →
Case Study: you have a company site hosted on a CMS (let’s assume WordPress for the purpose of this). You want to capture inquiries from the public, and create Leads in your Dynamics 365 for Sales. Technologies: WordPress site (you must be able to create plugins) or any other public site, Logic Apps, Dynamics 365... Continue Reading →
... the highlight is it's capability to export to Excel, or integrate into Office 365, Dynamics 365 and the Power Platform. It's also leveraging CDS. This last one is heavy hitter.
My new video course, Configuring and Extending Dynamics 365 Customer Engagement is ready for launch. Again, I want to take this opportunity to thank Packt Publishing for pushing this project over the edge, and helping me get it out there to all users. I also want to thank the community for driving me to provide... Continue Reading →
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