I have numerous times got the requirement of having Dynamics 365 users not be able to print, export data to excel, limit copy/paste action, etc. all in the name of trying to safeguard data theft from Malicious employees or employees’ compromised devices. … Continue reading Eye-opening! How to Minimize the Risk of Dynamics 365 data leaving your company.
Why is Outlook Rule Wizard not a Stupid-simple Outlook meeting category automation tool! I find the #Microsoft #Outlook Rule Wizard to be outdated and too “static” for any real use… I have been frustrated, annoyed, and super confused on fx. why setting categories based on … Continue reading Best Stupid-simple Outlook meeting category automation!
Wow, sales systems and their surrounding support systems have changed in the last 5 years, and on top of this, Consumption sales are becoming more popular. All these changes made me think it was time to take a re-learning trip down memory … Continue reading Important Core Sales models
The Power Platform Environment Variables is yet another key component for enterprise-level application development best practice delivered with the need for no code to use. Let me run you through the History, why, use cases, and in the end, give u a … Continue reading Now it is time to be Curious about Power Platform Environment Variables!
Business model myth Business model myths are thriving and still very much active, why is this a problem? Let me explain. When I talk to leaders about their company on how they do business most conversations usually end with the same speech: … Continue reading Top unique business model myth
Are Sales changing due to “product as a service”? I say yes. I have seen a shift and misalignment of sales processes that have led to a “pain” that had not been there before. I say it is time for Sales C-level, Leaders … Continue reading Is Sales changing due to “product as a service”?
At Microsoft Inspire 2020, Microsoft Partner focused conference, Microsoft introduced A low code / No code app building planform for Microsoft Teams build on top of Power Platforms Common Data service now named Microsoft Dataverse. What is Microsoft Dataverse for Teams? This … Continue reading What is Microsoft Dataverse for Teams (for Teams and beyond)
API limit for Microsoft Dataverse Microsoft writes that the Microsoft Dataverse API limit help ensure service levels, availability, and quality. For me, this is regarding best practice architecture on how to use external APIs and good programming design…. let me explain. ( … Continue reading Excuse me! API limits for Microsoft Power Platform Dataverse
Power Platform App Maker So, there is a new bunch of Microsoft Power Platform certification out and it is, therefore, time to either take the opportunity to learn or to prove that you know, the latest Power platform stuff. As always old … Continue reading Power Platform App Maker: Exam prep guide PL-100
Power Platform X “in a Day” Power Platform training is usually a one-day interactive workshop (now mostly held virtually, due to covid-19) where you learn how to create custom applications for your business without using a single line of code with the … Continue reading Power Platform Hands-on Learning
Microsoft Dynamics 365 for Marketing
Data Integration Architecture As Microsoft have accelerated its investment in Dynamics, Power Platform & Azure the latest years a lot of new integrations options are available. Below you find a quick developer guide on Common Data Service Agile Data Integration Tools and … Continue reading Data Integration architecture for Microsoft Dataverse, Dynamics 365, and PowerApps
Dynamics 365 Team Member license limitations and its purpose have become important to know as they are being enforcement by Dynamics 365. Get to know the limitations and the purpose plus alternatives for the Team Member license using Power Apps Plans licensing. … Continue reading Dynamics 365 Team Member License Enforcement, Guide and Alternatives
Powerapps Control Framework There is no better way to plan your tasks and projects than using Kanban boards if you ask me. A Kanban board is basically a visual representation of your project and your team’s overall progress . For many entrepreneurs, … Continue reading Powerapps Control Framework – Turn Task list into Kanban Board
PowerApps Control Framework This Cool Power app Custom components (PCF) let you transform the Option set into an Icon list. “A picture is worth a thousand words” is an English language adage meaning that elaborate descriptions or ideas can be conveyed by a … Continue reading PowerApps Control Framework – Turn Option set into an Icon list
Microsoft Power Platform Fundamentals So there is a new bunch of PowerApps certification out and it is, therefore, time either take the opportunity to learn or to prove that you know, the latest PowerApps stuff. As always old certification will be deprecated … Continue reading Exam prep guide PL-900: Microsoft Power Platform Fundamentals
PowerApps component framework Well Hello, PowerApps component framework (PCF), where have you been all my life. I just love your Modern web best practices optimized for performance with high Reusability. Have you also fallen in love with PCF’s? if not yet then … Continue reading PowerApps component framework (PCF)
PowerApps Pen Input PowerApp “Pen input” control is different, like way more different than fx. Camera control. For the untrained eye that tries to extract its image, it seems that you only get access to a local blob storage URL (appres://blobmanager/). A … Continue reading PowerApps Pen Input – Have issues? Problem solved! (Sharepoint and Dataverse)
Why not delegate the responsibility for assigning Dynamics/PowerApps/CDS security role to people outside of IT to get it closer to the people that actually are using the apps. ( if possible then why not ) How to Automate Security Role Assignment Why … Continue reading How to Automate Security Role Assignment With Microsoft Teams
Let us squeeze this lemon to automate as much as possible of the tedious work regarding the administration of a Dynamics 365 Customer Engagement or PowerApps. The most natural tedious work to automate with the most significant impact will be the Security … Continue reading How to Automate Dynamics/PowerApps Security Role assignment
Automate License & Security Role assignment Let us squeeze this lemon to automate as much as possible of the tedious work regarding the administration of a Dynamics 365 Customer Engagement or PowerApps. The most natural tedious work to automate with the most … Continue reading How to Automate License & Security Role assignment in 2 Easy steps
Automate Microsoft License assignment Let us squeeze this lemon to automate as much as possible of the tedious work regarding the administration of a Dynamics 365 Customer Engagement or PowerApps. The most natural tedious work to automate with the most significant impact … Continue reading How to Automate Microsoft License Assignment as Easy as 1-2-3
Designing Microsoft Flow in Visio Take advantage of auto-generation Microsoft Flow from Visio BPMN 2.0 compliant diagrams. It is more productive than you might think… see step by step guide below. Creation of process diagrams on the Visio canvas and with a … Continue reading How to Designing Microsoft Flow in Visio
Microsoft Dynamics 365 for Customer Service So there is a new bunch of Dynamics 365 certification out and it is, therefore, time either take the opportunity to learn or to prove that you know, the latest Dynamics 365 stuff. As always old … Continue reading Exam prep guide MB-230: Microsoft Dynamics 365 for Customer Service
Farewell Email Warning | Annoying Warning “The Email Below Might Contain Script or Content that is Potentially Harmful and Has Been Blocked.”
Farewell Email Warning | Annoying Warning Not one week go by where I do not get a question from a Dynamics 365 Customer engagement user or admin on how to get rid of the warning on Emails in Dynamics that contains HTML … Continue reading Farewell Email Warning | Annoying Warning “The Email Below Might Contain Script or Content that is Potentially Harmful and Has Been Blocked.”
Gartner’s view on innovation methodologies Gartner visualizes how methods like Design Thinking, Lean, Design Sprint, and Agile flow nicely from one to the next. In reality, where one methodology stops and others start is not that exact as most techniques are overlapping each other … Continue reading Innovation methodologies explained
Dynamics 365 Customer Engagement With effect from 1 April 2019, new Dynamics 365 agreements will use a new definition on storage – For details see Dynamics 365 Licensing Guide. Now storage is divided up into 3, Database, File Capacity, and log Capacity. Common … Continue reading Rough Estimate on Storage needed in Dynamics 365 Customer Engagement
Microsoft Dynamics 365 for Sales So there is a new bunch of Dynamics 365 certification out and it is, therefore, time either take the opportunity to learn or to prove that you know, the latest Dynamics 365 stuff. As always old certification … Continue reading Exam prep guide MB-210: Microsoft Dynamics 365 for Sales
Sales Win Wire Automation with Microsoft Flow How does your organization communicate important sales wins? All companies I have worked for have all had some kind of Sales Win Wire procedure in place to make the organization aware of important sales wins…. … Continue reading Sales Win Wire Automation with Microsoft Flow
Fraud Protection and Anomaly Detection Fraudsters use compromised accounts and stolen payment instruments to commit payment fraud. They also attempt other to steal from merchants with account takeover, free-trial abuse, fake product reviews, warranty fraud, refund fraud, reseller fraud, abuse of program … Continue reading Fraud Protection and Anomaly Detection Made Easy
Dynamics 365 Trial Some question seems hard to answer but is not, and others seem easy to answer but are hard. Getting a Dynamics Customer Engagement/CRM 30 days trial is easy if you want to throw it into the bin after 30 … Continue reading What is the Best Path to Get Started with Dynamics 365 Trial?