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Show/Hide Microsoft Flow

Dynamics 365 Site Map and Microsoft Flow

By default, there is a Flow Button on the Site Map and various entity forms. If you want to discourage users from using Flow you may want to remove it from the Site Map. You don’t have to use a…
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CRM Online V9 Scheduling Preferred Date

Dynamics 365 Online V9 – Need to postpone the upgrade?

So for one or more reasons your organization will need to postpone as long as possible upgrading your CRM Online instance from 8.x to 9.0. How far out can you push it? The last date in the schedule is August 6,…
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TLS (Transport Layer Security) Wake Up Call

Remember when good old mom used to say to you when you were growing up – “A Word to the Wise is Sufficient””? Well, here it is straight from the horse’s mouth! See footnote below. Get your act together if…
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Voice of the Customer Architecture and CRM Org URL

While working on a project for a client this week we uncovered an issue with the VOC architecture. If you have configured VOC and then subsequently change the org’s URL the connection to the Azure VOC service will break. Survey…
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Customer Driven Updates Date Selector

Customer Driven Updates are live for V9.x

As of today, January 15th, Customer Driven Updates (CDU) are now available to be scheduled. The earliest CDU dates we are seeing are February 21st as of 9:40 AM CT.   These are the choices we are being presented with…
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VOC Workflow

Voice of the Customer – Distribute Non-Anonymous Surveys

Consider this scenario. You want to send out your annual survey to your top clients using a third-party mailing software. How do you get the links distributed to the Contacts and then get them into your mailing system? The answer…
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CRM Innovation Domain Value

Time to Cash Out?

Come this Spring it will be the 10th anniversary of CRM Innovation LLC. I just got some less than good news. It appears that GoDaddy thinks our domain is only worth $1,680 Where do they get these numbers from? Looks…
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CRMUG Community Award

CRMUG Granite Award Volunteer Recognition

At the CRMUG Summit in Nashville this past October 2017 I received recognition for my contributions to the community. As a partner, I received recognition at the Granite level. Helping grow the community and be a contributor is important to…
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Dynamics 365 for Sales

Dynamics 365 for Sales can elevate your sales team’s performance

Want to understand how to analyze your sales team’s performance using a best practice tool? Then check out “How to Elevate Sales Team Performance“, it is an easy to read e-book authored by CSO Insights and Microsoft. You will learn…
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Dynamics 365 Documentation

Help! Where did Dynamics 365 Help go to?

The process of providing the best information for technical people, end users and power users is improving and along with it the location on where all this knowledge is being curated has changed. For V 9.x content go to the…
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Happy Birthday Microsoft Flow

Happy Birthday Microsoft Flow

This is about as lame as it gets. Watch me lip-sync Happy Birthday to Microsoft Flow. What I won’t do to win a contest and get yet another Microsoft T-shirt.
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Dynamics 365 Privacy Preferences

Warnings about Javascript Errors

UPDATE: There is a fix for this. Once your system has 8.2.2.135 applied it will be resolved. Have you been seeing popups wherever you navigate inside of CRM in the last few weeks (as of November 9, 2017)? If so…
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Dynamics 365 Field Level Dependency Checker

Dependency Checker – Tracking down unexplainable field changes

Ever have something wacky happen to a field in your Dynamics 365 Customer Engagement system and need to track down the underlying cause? The field value gets changed or it gets blanked out? You have already looked at your plugins…
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SharePoint User Code Service Error

CRM to SharePoint Integration Stops

Right in the middle of the work day a client’s integration between Dynamics 365 CRM 2015 onpremises and their SharePoint 2010 onpremises stopped working. When they went to the Documents Grid view they would just see the loading screen spining.…
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MVP Medics - CRMUG Summit 2017

MVP Medics at the CRMUG Summit 2017 Nashville

Last week I had a great time presenting, networking and sharing quality time with some of my MVP friends. Several of us manned the Medics booth over the three day period, fielding questions on Dynamics 365.
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Voice of the Customer Surveys

Voice of the Customer Testing

Recently I was sent an invite to a Dynamics 365 Voice of the Customer driven survey. What I saw on the welcome page was the following screenshot. Even though I tried it in several browsers, the results were the same. It wouldn’t parse…
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CRMUG Summit 2017 Nashville

CRMUG Summit 2017

The CRMUG Summit 2017 is in Nashville next week from the 10-13th. The CRMUG Summit is one of the best ways for CRM users to get educated about all things CRM. I will be either giving or participating in 5…
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Microsoft Dynamics 365 Online Subscription Expiration Notice

Extending your Dynamics 365 Online Subscription

If you fire up a 30 day trial just to kick the tires or you need a development environment for a temporary time period, it is now a lot easier than before to extend your Dynamics 365 online subscription. But…
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Microsoft Dynamics 365 Read Only Fields Form Editor

Form Editor – What’s up with the Blue Fields

Today, while working with a budding Power User I was asked a question about the form editor. The individual was wondering why some of the fields were shaded blue and others weren’t. This isn’t a question I have been hit…
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Microsoft Dynamics 365 Customer Engagement Portals Source Code

Microsoft Dynamics 365 Customer Engagement Portals Source Code

Microsoft has made available the source code for their latest version of the Dynamics 365 Customer Service portals. The code is available for download and is available for free under a permissive MIT open source license. The code is equivalent to…
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Dynamics 365 Enable Change Tracking

Microsoft Flow and CRM Change Tracking Option

Microsoft Flow requires that Change Tracking is enabled to work with Dynamics 365 when looking for Updates or Deletes to records in CRM. Change Tracking is enabled by default for all OOB entities. For custom entities, you need to check…
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Microsoft Business Solutions MVP

Microsoft Business Solutions MVP – Year 8/9

Got my 2017-2018 rings for my Microsoft Business Solutions MVP status. Looks like I will be around at least until June 2018. As this is recognition for people in the software industry, not the hardware industry they must have figured…
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Dynamics 365 Feature Deprecation

Dynamics 365 Feature Deprecation

The following is a list of features that will be deprecated in a future release.  What does Microsoft mean when they say ‘deprecated’? It means they will continue to work and be fully supported. Until that it is when it…
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The Forrester Wave Sales Force Automation Solutions, Q2 2017

Forrester pick’s Microsoft as the leader of the Pack

Do you ever wonder if you are riding the right horse when you selected Microsoft Dynamics 365? Forester, just this month, has validated that Microsoft is the leader in Sales Force Automation. This rating is based on the November 2016…
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