CRM Keeper
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Thomas Sandsør from Norway. Been working with Microsoft CRM (yes I still call it CRM) since 2007. I worked about 8 years as a consultant/architect, before I was asked to work for Microsoft building the partner channel for CRM. My working life has been dedicated to Microsoft CRM, and that is what I write about. Lately I have been looking into SalesForce to understand the plattform better, so I..
CRM Keeper
1M ago
Microsoft aims to revolutionize customer service with AI and IVR, automating inquiries and personalizing interactions. However, 64% of customers prefer human agents over AI, citing empathy and understanding. Many favor the simplicity of DTMF keypads. To succeed, Microsoft must balance innovation with customer preferences, offering a hybrid approach that respects individual needs ..read more
CRM Keeper
1M ago
Experienced Dynamics consultants may face challenges as Solution Architects, balancing the platform's strengths with Microsoft's constraints. High storage costs and limitations on API calls and execution time impact solution design. Overcoming these constraints requires creativity and often involves offloading logic to external services. Navigating these quirks earns them the title of "Workaround Specialists ..read more
CRM Keeper
2M ago
Since my last post Advanced Settings Facelift was about old things getting a facelift, I thought I would be ok to continue on another similar post. This time it’s about the good old ribbon.
It’s no news that the ribbon is possible to edit in the make.powerapps view, but we all know that the functionality there has been so poor that you mostly end up customizing the buttons in the good old Ribbon Workbench from Scott Durow. Not that there is anything wrong with the tool, but Scott works for Microsoft ATM, and maintaining an amazing tool like that is not future thinking.
A few days ago, I stumbl ..read more
CRM Keeper
4M ago
We all knew it was a matter of time before the old UI would be replaced, and soon we are one major step closer to being rid of everything old UI.
The old Advanced Settings that so many people are used to navigating is about to get a new look, and this time as a separate APP. APP you say… Well, yes.. Just like the Sales HUB configuration, lots of parameters are not typical records in a table, and therefore it needs to represent configuration parameters in a different visual experience.
This is obviously still in preview and only available via the USA preview environment, but it should be arriv ..read more
CRM Keeper
7M ago
It’s almost been 3 weeks since the hackathon and I am a bit late on my summary of experiences. February has been hectic, but better late than never
I have written about ACDC earlier and they all have a bit of a different perspective each time that I participate:
ACDC 2021 – SummaryACDC 2022 – Summary
ACDC 2023 – Summary
This hackathon provides the most unique learning experience for Microsoft techies in every single way. 13 teams locked into a giant auditorium for 3 days having a blast learning things they didn’t know before! Sure there are other hackathons with many teams, but they are not f ..read more
CRM Keeper
10M ago
Recently faced an issue where Microsoft Team meetings were corrupted when synchronized with Dynamics 365 via App for Outlook.
Before Tracking
Look at the Teams Meeting link. Everything seems ok before tracking
After Tracking
The tracking link got corrupted for some strange reason.
Solution
I had to contact support to better understand the problem, and the solution was really strange. They made me download the OrgDBSettings tool (a common tool to do certain modifications) in Dataverse/Dynamics. Here they told me to modify the “Appointmentricheditorexperience” value to TRUE. This is actually a v ..read more
CRM Keeper
11M ago
Click here to view all Plugins 4 Dummies Videos
In this next video, we cover how to work with RegEx. RegEx let’s us manipulate text variables in a way that standardizes output. Example could be to remove all names from “firstname.lastname@company.com” -> where the desired output would be “@company.com“. Go ahead and give it a try with the sample code I have on my GitHub page ..read more
CRM Keeper
11M ago
Click here to view all Plugins 4 Dummies Videos
In this next video, we cover how to work with Currencies. While you may think it’s similar to Integers, it’s surprisingly quite different. Luckily all of this code is premade so you can copy/paste it from my GitHub page.
Again using the A + B = C example ..read more
CRM Keeper
11M ago
Click here to view all Plugins 4 Dummies Videos
This will be the first visual plugin for the end user. Here we will learn how to work with integers that are added together. A + B = C. It’s a simple yet powerful understanding of how the logic of a backend code works ..read more
CRM Keeper
11M ago
Click here to view all Plugins 4 Dummies Videos
The very first running plugin will be the alert. I chose this because of the very important lesson of knowing what data you are working with. Once you master alerts you have the tools you need to create more advanced functions ..read more