Author: Robert Bailey

Experienced consultant with a demonstrated history of working in the Microsoft sphere and Dynamics in particular. Skilled in training, requirements analysis, .NET Framework, C#, product development, and Visual Studio. Earned a Master of Science (M.Sc.) in Computer Science from University of Regina and worked for 7+ years in product development before transitioning to a consultant role. Passionate about global geopolitical and environmental issues. https://www.linkedin.com/in/robert-bailey-12735095/

How to build out a survey to collect data for D365 CRM in under an hour using MS Forms and Flow

~ Robert Bailey ~ 2 Comments

Ever wanted to connect with your customers on a certain issue extremely quickly and won't want to put much fuss into it? Sounds like you need to push out a survey in a matter of minutes - and want a robust place to store it that integrates with your existing systems. SurveyMonkey probably immediately springs … Continue reading How to build out a survey to collect data for D365 CRM in under an hour using MS Forms and Flow

How Portals fit into the Power Platform

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Ah Portals, our favorite child of Microsoft Dynamics CRM. It's been around for while and people have gotten used to it as a piece of the D365 picture. However, people are starting to pick up on the fact that the Power Platform has a Portal offering too? Is this the same thing? How do Portals … Continue reading How Portals fit into the Power Platform

Why it’s a good idea to opt in to early access Power Platform and D365 updates

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Managing changes coming from Microsoft and staying on top of the latest updates and deprecated can be quite daunting for many. If you let up on it for a couple of months, as many of us are wont to do, myself included, you can quickly find yourself overwhelmed by what's new out there simply because … Continue reading Why it’s a good idea to opt in to early access Power Platform and D365 updates

What the heck are we supposed to call Microsoft’s online CRM platform anyway?

~ Robert Bailey ~ 1 Comment

Ah, CRM. If you have lived in Dynamics CRM land for a long time, you know exactly what I mean when I say CRM. It used to be pretty simple; It's Microsoft's CRM product: Dynamics CRM. Then Microsoft branding and marketing got involved and we got a long ever-changing road of really confusing terminology. In … Continue reading What the heck are we supposed to call Microsoft’s online CRM platform anyway?

Becoming a Certified Microsoft Dynamics 365 CE Functional Consultant

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If you are going to be working on implementations of Dynamics 365 having certifications under your belt can help demonstrate that you have the skills and knowledge that make you up to the task - although there's no substitute for hands-on experience. Depending on your role, the certifications you are interested in might differ. With … Continue reading Becoming a Certified Microsoft Dynamics 365 CE Functional Consultant