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

~ Robert Bailey ~ Leave a comment

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

Portals have come a long way since Adxstudio’s xRM Framework

~ Robert Bailey ~ 7 Comments

In case you haven't heard, the Microsoft October 2019 Release plan has some pretty huge news when it comes to Portals - They are going to be put on center stage as a first-class app type along with Canvas Apps and Model-Driven Apps. Starting soon, when you go to web.powerapps.com and go to create a … Continue reading Portals have come a long way since Adxstudio’s xRM Framework

A Closer look at Entity Forms and Entity Lists created by the Create Portal Content Wizard

~ Robert Bailey ~ 1 Comment

In my post about the Create Portal Content Wizard, I talked about how easy it is to add content to the portal using point-and-click configuration, and demonstrated that the Wizard creates a whole lot of records in the background for you so that you don’t have to. It’s like magic! It certainly does beat having … Continue reading A Closer look at Entity Forms and Entity Lists created by the Create Portal Content Wizard

Building the Perfect Portal Team

~ Robert Bailey ~ 1 Comment

Recently I participated in a group discussion with Colin Vermander about what it takes to have a successful implementation of Dynamics 365 Portals. Among many other factors that I'm sure we'll discuss in the future, one that struck me is how to build the perfect Portals Implementation team I thought it would be fun to … Continue reading Building the Perfect Portal Team