Blogs

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MS CRM Customer Portal is a self service customer portal solution that uses a php based front end framework and Dynamics CRM as the backend system powering the portal and all its data. As portal users, your customers will get a dedicated dashboard and can get access to and update all relevant data of accounts, contacts, meetings, calls, cases, etc from your Dynamics CRM system. Why Use Customer Portal For Microsoft Dynamics CRM? Enhanced Customer Support Microsoft CRM customer portal will keep you notified about your customer’s requirements, issues and appointments in a centralized system, allowing you to provide better customer support. Better Interaction ...
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As a system, CRM facilitates the steps required for any given sales or marketing campaign, and organises all of the communications and knowledge about customers and contacts associated with the organisations being managed. Rather than being defined as a product, xRM is more a set of extensions and customisations that, when added to your CRM, makes it more than just a sales tool. It is an evolved version of CRM, making it possible for businesses to manage more than just their customer relationships – and can be used by different departments across the business. What started out as a way to monitor and maintain customer relationships is now a platform ...
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I caught up recently with @Rick McCutcheon , Canadian Dynamics 365 User Group Chair and Dynamics MVP, to talk about his participation in Collaborate Canada , being held in 5 cities across Canada in November 2018. Details about the events can be found here . Tony: Thank you for participating at the upcoming Collaborate Canada, Rick. Why is this conference series so important to the Dynamics community in Canada? Rick: As you know, Tony, we have been building the Dynamics User community for over a decade in Canada. Our annual Collaborate Canada roadshow is the one time we bring together all the pieces of the Dynamics ecosystem. We are ...
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MS DynamicsCRM Customer Portal for DNN is the customer relationship smartness that your organization needs. It brings optimum accessibility for your customers to manage their contacts, accounts, cases and build active engagements with you. Self-care portal based on DotNetNuke is an optimized solution to time and resources for businesses. Its centralized work processing makes your enterprise operations smooth, efficient and error free. Why Opt for DynamicsCRM DotNetNuke Customer Portal? - MS DynamicsCRM Customer Portal for DNN renders better customer experience on the web with altered user accessibility. - It enables users to solve their queries and requests ...
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SUMMIT HANGOVER!! It’s a couple of days after Summit 2018 in Phoenix and if you are anything like me, you over-indulged - not just at the partner parties, but also on information! Pre-academy classes Breakout sessions Partner showcases Medic information Conversations with vendors at the expo Keynote Not to mention all of the great people you met and had conversations with.  Now you are back home, thinking about the lengthy to do list you left behind to attend Summit as well as all of those great things you brought back from Summit. You are excited about what you learned, ...
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Whew, this week is flying by at User Group Summit in Phoenix, Arizona! We’re having a blast learning from peers and experts, sharing knowledge, and making lasting connections that will fuel the year ahead. Additionally, the energy and excitement during the keynote announcing the location for next year’s event was incredible and we want everyone to be a part of it.   The much-anticipated location for 2019 is… Orlando, Florida!   Don’t miss this premier event by adding   User Group Summit, located in Orlando   to your 2019 budget. You won’t want to miss it. Before User Group Summit in Phoenix is officially a wrap, we wanted to share some highlights from ...
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Are you headed to this year's #UserGroupSummit in Phoenix, AZ from Oct. 15, to 18? The summit is just a few days away, but if you're still planning your summit schedule online or with the CRMUG App, here are six sessions from Ledgeview Partners, a top-rated business and technology consulting firm, you won't want to miss. 1. Leveraging Lead Scoring to Drive Results In this session, you’ll learn how to apply lead scoring strategies and techniques to your business, and learn about how different types of lead scoring models benefit your business process! Ledgeview experts will teach you how to leverage lead scores for the sales process, and build ...
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For those of you following my blog series based off some of my favorite movies the title won’t come as a surprise. I am really hoping that by combining my experiences from the user perspective with the best film plots that it will be informative and entertaining. This month I wanted to circle back with you and give you an update on how our implementation has been going. We went live in April of this year in D365 from an outside legacy system and a handful of other small software programs. We kicked off our restart in January of 2018 and forced ourselves to go live on a compressed timeline of 12 weeks. For the record--I don’t recommend this to anyone! ...
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Multithreading is a feature that allows simultaneous execution of any two or more processes or threads by maxing out the CPU. If you try to carry out an extensive task without threading, it will take a long time and can cause the screen to go into a non-responsive state. Although the batch job functionality allows you to run the process in the background, it tends to have some limitations. For example, you cannot read an Excel file from a batch. However, with threading, the process runs in the background, allowing you to simultaneously carry out other AX activities – you can read Excel data and perform business logic in the background. Please note that since ...
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For those of you following my blog series based off some of my favorite movies the title won’t come as a surprise. I am really hoping that by combining my experiences from the user perspective with the best film plots that it will be informative and entertaining. This month I wanted to circle back with you and give you an update on how our implementation has been going. We went live in April of this year in D365 from an outside legacy system and a handful of other small software programs. We kicked off our restart in January of 2018 and forced ourselves to go live on a compressed timeline of 12 weeks. For the record--I don’t recommend this to anyone! ...
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In a   previous post , I talked about how I created a tool to help generate D365FO AOT security files from the user interface security output. Now I wanted to show how you would use this tool to actually take changes made in the user interface and move them to your AOT. 1. Export user interface security changes from D365FO Go to System Administration -> Security Configuration -> Data tab -> Export This will export an XML file with all security customizations that have been done in the user interface. 2. Download the   D365FO Security Converter When you launch it the input file will be the exported file from the user interface. ...
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DynamicsCRM WordPress Customer Portal Stay connected with your customers at all times and make your connection a productive one through Microsoft DynamicsCRM - one of the most popular CRM tools! It brings a lot of convenience for your CRM users as they can manage schedules, documents, cases, accounts and order sheet details with ease. Dynamics CRM WordPress Customer Portal not only processes your database but also keep its detailed records. MS Dynamics Integrated Workspace Created with WordPress Secure Sign-In Create Mass Credentials View Quotes, Invoices, Orders and Contracts Customized Module Layout Calendar Management Role Specified ...
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​Hi! I just recently join the D365 user group. We implemented D365 in May and we're still trying to get familiarize the system. I have a question about the AP Module - Can you still attach the pdf attachment after you post the invoice already? Thanks in advance!
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Take a drive, tell your friends, create a road trip, share some knowledge, have some fun!  If you are in Boston you can also use the Dartmouth Coach (www.dartmouthcoach.com) which travels from Boston to Hanover, NH a few times a day (from Logan and South Station) Where: Hanover, NH When: 9-12am Date: Thursday, November 15, 2018  Topic: What's New in Microsoft Dynamics 365 for Customer Engagement in 2018 (Spring and Fall Editions) Get out of the office, take a nice drive, come join some peers and learn about what is new in Microsoft Dynamics 365!  Send questions, requests, difficulties or any interests in advance for even more value add!!! There ...
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In a couple of previous posts ( Setting Up Security in D365FO – User Interface   and   Setting Up Security in D365FO – AOT ) I described how the actual security elements are stored differently in D365FO depending on where creation/modification is done at. If a security element is created/modified in the AOT, it is stored as code in the context of whatever project you are currently in. If, on the other hand, you are in the user interface security gets stored as data in the database in what Microsoft calls the ‘security delta’. When the security framework looks to determine what a role has access to, it first goes to the AOT and then looks in the security delta ...
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Last year as a first-time Summiteer in Nashville I was blown away with the entire event. The buffet of session content that was available allowed me to carve out my own adventure for the week that had me switching from the developer, administrator and leadership tracks and back again. It was exciting, fun and exhausting all wrapped in one.  The venue was huge, but the thanks the wonderful folks at Dynamics Communities the whole conference had a very close net feel to it and that created lots of opportunities to connect with other users and members.   After Summit was over, I had lots of goals and a ton of knowledge to bring back to my team and organization, ...
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Mark your calendar for March 27-29, 2019 when Summit EMEA comes to Amsterdam, the Netherlands! Join your peers at the  RAI Amsterdam   to learn, network and engage with your User Group community. Summit EMEA  is the premier, must-attend conference that brings Microsoft Dynamics 365, AX and CRM users and experts together. You’ll have direct access to:   Exceptional content:  technical and functional training for all product versions in a focused environment that you can utilise in your daily job Engaging networking opportunities:  connect with peers, partners and Microsoft team members Access to experts:  learn from Dynamics experts ...
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The Doctors are in, October 15-18! They'll fix you right up! Do you and your co-workers have a long list of issues on any version of Dynamics 365 Customer Engagement & Dynamics CRM that you face every day and would love to have answered? For example... After installing the upgrade to versions 365 2.2 we are getting bombarded with an error message. What gives? As part of our 365 upgrade, how can I change the color of these System Icons that don't have the same functionality as entities in customizations? Another example would be most anything in the "Administration" section, like the icon for "Administration". We are in the midst of an ...
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We couldn’t wait to share the good news! Focus is making a stop in Melbourne from 6-7 December, 2018 . Focus is an unmatched two-day experience for advanced Microsoft Dynamics 365 users. This is your chance to network with peers and learn from technical and functional experts. Focus is intended for a wide variety of roles from developers and IT to sales and marketing. Register now and don’t miss: Top-rated, deep-dive sessions presented by MVPs, Microsoft, and the brightest subject matter experts in the industry. Peer-level networking and in-person interaction with session leaders to discuss your toughest challenges and greatest tips. ...
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In just a few short weeks, @Mark Suchman will be attending CRMUG Summit for the fourth time – and bringing his colleague @Sheree Fields to navigate the sessions and help accelerate their organizations digital transformation journey. Read why Mark chooses to return to Summit year after year.   “I am most looking forward to learning if the new unified interface is finally robust enough to use so we can implement mobility.” - Mark Suchman , Principal CRM Specialist   Ascend Performance Materials is the World’s largest fully integrated producer of nylon 6,6. Mark acts as the Principal CRM Specialist and considers User Group ...
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