Dynamics 365 and Customer 360

What is Customer 360?

Customer 360 is also often referred to as Customer Dashboard to provide the “complete picture” of a customer. Customer 360 typically combines customer information from various sources, such as data warehouse, Finance, and other LOB systems. Customer 360 displays key metrics through a single system, eliminating the need for a user to switch between systems. For example, when a Sales Rep displays an Account record in Dynamics 365, he/she would like to also see totals of open opportunities and outstanding invoices. The Sales Rep should also be able to click through these metrics to display more details, i.e. lists of open opportunities and outstanding invoices.

Continue reading “Dynamics 365 and Customer 360”

Using Microsoft Flow to Create Pre-set Folders in SharePoint based on Record in Dynamics 365

A typical business requirement I often come across is the ability to automatically provision a SharePoint document location associated with an Account, Opportunity, or Project record in Dynamics 365, with a predefined list of folders to follow a consistent structure.

Continue reading “Using Microsoft Flow to Create Pre-set Folders in SharePoint based on Record in Dynamics 365”

Specify the sort of the Activity Wall in Social Pane

Previously, constrained to only by “Last Updated”, you can now change the sorting of the activities in the Activity Wall in Dynamics 365. Open the Form Designer and bring open the Social Pane properties. This is a small but welcome improvement to organisations I’ve come across commonly wanting to sort by date created or due date.

Continue reading “Specify the sort of the Activity Wall in Social Pane”

Turning data into insights with Power BI Q&A

“Q&A” is a powerful feature of Microsoft Power BI, whereby you can ask questions about your data using natural language and get answers instantly. It is a game changer as it truly empowers business users to rapidly come up with charts, reports and dashboards and turn data into insights. Gone are the days when you had to come up with report specifications and wait for days (or even longer) for the reports to be developed, only then to find out they were not what you had imagined and any further changes would cost more and take longer time!

Continue reading “Turning data into insights with Power BI Q&A”

How to define Business Rule execution order to avoid conflict

In the context of Microsoft Dynamics CRM, Business Rule is a feature made available since version 2013 that allows power users to easily design, apply and maintain form logic and validation rules without the need to write code. In recent projects, I have seen business rules heavily used in place of JavaScript and plugin code, following the configuration over customisations way of thinking.

Continue reading “How to define Business Rule execution order to avoid conflict”

How to configure (rollback) a CRM Online production instance to a previous version

There are times when I (or customers) require a specific version of Microsoft Dynamics CRM instance, and when configuring a new online instance, whether in an existing tenant or setting-up a new trial environment, what provisioned is always the latest version (2016 Update 1 at the time of writing).

Continue reading “How to configure (rollback) a CRM Online production instance to a previous version”