Tag: #365 #Dynamics365 #CRM #MS CRM

Make A Better First Impression With Visitor Sign In App (PowerApps)

Hello Readers

This is a quick blog to let you know about my give away app. This app will help you in the following:

  1. Tracking visits to specific centre facility
  2. Creating Visitors
  3. Create Visits on your mobile and get rid of your notebook
  4. Market membership and other services to visitors based on visit trends

You no longer need to print or file papers for a visitors sign in or entry. You can even extend it to a level that employees can be informed of the visitor.

Github: https://github.com/diyd365/Visitor-Register-PowerApps-

In order to consume the App, you will need to follow the steps below:

Step 1: Install the Model Driven App solution to your D365 CE environment. This includes:

Entity Views Forms
Contact (OOB) Member/Visitor (Custom) Member Visitor (Custom)
Visits (Custom) Active and Inactive Visits
Facility/Equipment (OOB) All All

One Dashboard- Visitor Management

Screen Shot 2019-08-16 at 2.23.57 pm

Screen Shot 2019-08-16 at 2.25.18 pm

Step 2: Import the PowerApps to your make.powerapps.com environment. This includes:

Screen Components
Entry Screen Visit form
Success Success and Navigate back
New Visitor Contact form

Camera

Profile Pic

Screen Shot 2019-08-16 at 3.22.43 pm

Here’s a short video:

Hope it helps!

Happy CRMing!

The Secrets of Dynamics 365 Wave 2

Hello Readers and Viewers

In this post/video we are uncovering new features of Dynamics 365 expected to release in October 2019 (Wave 2). Please watch:

Note: The audio got a bit messy in between don’t know the reason; but you’ll understand, I am sure 🙂

Hope it helps!

Happy CRMing!

How To Use The Invisible ‘Embed Media’ Button On Knowledge Articles To Insert A YouTube Video

Hello Readers and Viewers

In this video I will show you how to embed media in a Knowledge Article. This doesn’t require you to know HTML. (Another No code solution).

Here’s the invisible ‘Embed Media’ button:

Screen Shot 2019-08-10 at 4.16.48 pm.png

Here’s the video for you.

Hope it helps!

Happy CRMing Guys!

All you need to know about Dynamics 365 (Useful URLs/Weblinks)

Microsoft has recently (1st Nov 2016) announced the availability of Dynamics 365. This is a huge step and exciting too. With the launch of Dynamics 365 all CRM & ERP related apps (on cloud) will be accessible from one portal.

In this blog, I will be taking you through all you need to know about Dynamics 365

365

What applications are part of Dynamics 365?

S.No. Solution Read More
1 Sales

 

https://www.microsoft.com/en-us/dynamics365/sales
2 Service

 

https://www.microsoft.com/en-us/dynamics365/customer-service
3 Marketing (only for Business edition)

 

https://www.microsoft.com/en-us/dynamics365/marketing
4 Field Service

 

https://www.microsoft.com/en-us/dynamics365/field-service
5 Project Service

 

https://www.microsoft.com/en-us/dynamics365/project-service-automation
6 Customer Insights

 

https://www.microsoft.com/en-us/dynamics365/customer-insights
7 Financials

 

https://www.microsoft.com/en-us/dynamics365/financials
8 Operations

 

https://www.microsoft.com/en-us/dynamics365/operations
9 Powerapps (only for Enterprise edition) https://powerapps.microsoft.com/en-us/

 

What Editions are available?

Based on the number of employees in an organization, editions are classified into:

Dynamics 365 Business (10-250 employees/users)

Dynamics 365 Enterprise (250 and above employees/users)

What is the difference between Business & Enterprise editions?

Business edition comes with all 8 applications included while Enterprise does not include Financials. I guess, Enterprise edition does not include ‘Financials’ based on the assumption that a larger organization would require a full fledged financial system.

Enterprise edition also includes availability of Powerapps, which is not there for Business Edition

How about licensing and prices?

Pricing & Licensing FAQs (You might have to login to Partner source)

https://mbs.microsoft.com/Files/partner/All_Products/PriceOrder/Licensing_Policies/MicrosoftDynamics365PricingLicensingFAQ.pdf

Licensing Models

https://blogs.technet.microsoft.com/uspartner_learning/2016/10/16/introduction-to-microsoft-dynamics-365-licensing/

Pricing

https://www.microsoft.com/en-us/dynamics365/pricing#business

Is Dynamics 365 mobile ready?

As of now following are available on different app stores:

Dynamics CRM https://www.microsoft.com/en-us/dynamics/crm-customer-center/install-dynamics-365-for-phones-and-tablets.aspx

Field Service https://appsto.re/au/LnEycb.i

Where can I Find partners?

Chat with Microsoft or search a Partner here: https://www.microsoft.com/en-us/dynamics365/partners

Want to know more about Powerapps?

https://powerapps.microsoft.com/en-us/blog/introducing-dynamics-365-home-the-new-way-for-users-to-discover-and-launch-apps-built-with-powerapps/

Why Marketing is not available for Enterprise Edition?

There is a new marketing solution in pipeline called Adobe marketing Cloud. This would be available for Enterprise edition of Dynamics 365 and this will be the preferred marketing solution from Microsoft. Read More: https://www.microsoft.com/en-us/dynamics365/marketing