There's a lot of new and exciting functionality coming to the next version of Dynamics 365. One of my favorites is Microsoft's commitment to incorporate Flow directly into Dynamics 365. This gives you the ability to create integrations from within Dynamics 365 without ever having to leave the user interface!
Microsoft Flow is an app that allows you to automate your workflows. You can utilize it to build solutions that automate process from Dynamics 365 to disparate apps and services. It can also streamline notifications and sync data between systems. Check out how I utilized Flow to connect Twitter and Microsoft Dynamics 365.
Both Microsoft Flow and Dynamics 365 processes are very similar in nature for a couple reasons. First, they are triggered by a data change in Dynamics 365. Second, they can drive automation of data transfer both inside and outside of Dynamics 365. If they are so similar, then how do you pick the right technology for your task?
Dynamics 365 processes have been around since the inception of the product, and were fully incorporated into the user interface way back in version 4. You should continue to use this for all of your automation, especially when you are augmenting data in Dynamics 365.
If you want to build an integration to another system, and there is a supported connection available, then give Microsoft Flow a chance. If you are not a developer, this is the path of least resistance to build an integration.
Even though Microsoft Flow is new to Dynamics 365, Microsoft has been heavily investing into this technology for years. Their goal is to make integrations painless, and expand the platform that was once exclusive to developers. Experience it now, because my prediction is that Dynamics 365 processes and Microsoft Flow will soon be melded into one super workflow engine.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.
The post Microsoft Flow is coming to the next release of Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.
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More and more Dynamics CRM users are replacing the hard to design CRM Fetch XML Reports with Word based reports, merged with fields from CRM records. Whether you are using Dynamics PDF-Docs or Dynamics Docs, both products PDF the documents generated from Word Templates, and attach them to Emails either from the user interface or CRM workflows. The difference between to two products is that Dynamics Docs has more features not available with Word Templates, when writing complex reports with logic, or when the requirement is to retrieve data from second level relationship between entities.
Organizations are now generating much more documents within CRM, compared with the number of documents generated with CRM 2015 and before, due to the new feature of Word Templates, introduced with CRM 2016. As a result, we are now experiencing more demand from clients, asking to make SharePoint integration with CRM an efficient tool to use. The correct and efficient way to share documents within the organization and various teams is by saving documents generated in CRM, in a SharePoint Document Libraries.
With Dynamics PDF-Docs, the generated document created with Word Template can be uploaded to SharePoint with CRM workflow. In the newly released version, the same workflow can now retrieve the External URL where the document is stored in SharePoint, and insert it in the body of an Email. Such feature allows secured way to upload documents to SharePoint and forward / share the external URL link via Email.
Download free trial: Dynamics PDF-Docs
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Microsoft offers the ability to create a free Sandbox with your subscription of Dynamics 365 online. The setup of Sandbox requires only a few clicks and offers both your developers and super users a chance to test new functionality BEFORE it hits your production instance. Once your Sandbox is setup, it will automatically be placed in Administration mode. Administration mode simply means that only Users with the System Administrator or System Customizer security role can access this instance. You can easily turn this off if your company does not require it.
As of Dynamics 365 Version 1612 (184.108.40.2064), there is a temporary glitch that hides the Sitemap when your Sandbox is in Administration mode. The Sitemap consists of tiles that you see in the top command bar which allow you to easily navigate to different areas such as Sales, Service, Marketing and so on.
If you are currently experiencing this issue, there are a couple of workarounds:
Either option will allow your Sitemap to correctly be displayed in Sandbox. Please note that these workarounds are only needed temporarily. Microsoft is aware of the issue and will be releasing a fix for it in their next patch update.
For more information on creating your Sandbox or adjusting your settings, check out the following TechNet article: Manage Dynamics 365 (online) Sandbox instances
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If you’re looking for clarity on the Dynamics 365 direction, and the new relationship Microsoft is building with partners and others in the ecosystem, you’ll be smart to check out eXtreme365 Long Beach Nov. 6-9.
Coinciding with Microsoft’s move the Dynamics 365, eXtremeCRM became eXtreme365 at the end of 2017. This has meant new focus, new emphasis on all aspects of the Dynamics 365 product and the Intelligent Business Cloud at this annual event. After a highly successful eXtreme365 conference in Lisbon in the spring, Long Beach promises to provide the usual mix of great opportunity to hear from, meet and work with Microsoft leaders and MVPS.
There will be expanded content encompassing many facets of the Dynamics 365 pallet. And there will always be the unique opportunities to expand each individual’s community of experts and “go-to” sources, with networking conducted in a smaller setting than many of the larger events.
You can find the agenda here.
You’ll notice that expanded mix of sessions, with expert sessions dealing with build with, sales, go to market, MS ops, tech and ISV streams of information.
For instance, for the sales and marketing attendees you’ll find sessions on:
All this with clear vision keynotes, including One Commercial Partner chief Ron Huddleston and others.
Learning sessions are complemented by both Dynamics 365 and ISV product training in pre- and post-conference events.
eXtreme365 has its unique opportunities, like the Executive Exchange, where a limited small group of partners and others get an in-depth opportunity to work closely at practice building, best practices and product knowledge in a moderated session. This feature sells out quickly – just a few spots left.
For the tech (and others) crowd, the App Innovation Challenge provides an eight-hour opportunity to create a new tool’s proof of concept with a diverse team of other individuals from across the Dynamics 365 spectrum of interests. This practical exercise promotes not only team building, but helps the tech community understand what resources are available to them and opens their eyes to new possibilities to expand the Dynamics 365 and Intelligent Business Cloud tools.
For all details and registration you can click here.
By CRM Software Blog Writer www.crmsoftwareblog.com
The post Extreme365: Providing clarity for the Dynamics 365 community appeared first on CRM Software Blog | Dynamics 365.
The CRM road is littered with deployments that are functional failures and that don’t meet value expectations. We see it all the time. In fact, a good part of our business is fixing deployments that have been designed, installed, and rolled out by others or internal IT teams.
Organizations considering a new CRM purchase or evaluating the disappointing results of their current system will benefit from our whitepaper Straight Talk: Achieving Business Value with Dynamics 365/CRM, for understanding the buyer-seller dynamics that may be sabotaging their own success. It must be noted that both buyers and sellers are responsible for a successful CRM implementation. Each must do their part to ensure a positive outcome. A buyer should expect that a knowledgeable partner will provide the buyer guidance necessary to be successful.
Three of the seven keys, outlined in the whitepaper for CRM success include:
Throughout this effort it is important to remember that CRM is a journey, not a destination. You should expect changes in the system, your processes and your people. Plan for those changes by providing support and on-going training.
InfoGrow has over 27 years of experience helping companies accelerate their sales and marketing effectiveness through better decision making. We help our clients identify their best prospects, discover missed opportunities, focus on their most profitable accounts, and reduce marketing waste. Count on InfoGrow to support your efforts to find more customers and keep the ones you want.
To learn more, download the whitepaper below:
Get Your Copy Here
Bob Sullivan - President, InfoGrow, Microsoft Dynamics CRM Partner
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