The Dynamics 365 Social Pane is a great way for you to see all related Posts, Activities and Notes for this record, and related records. It also allows for an easy way to create, edit and complete activities without navigating to another form. There’s some advantages to using the Social Pane to control activities, as well as some limitations. One big limitation I found in the previous versions is the inability to control the sorting of these records.
Beringer Associates Technology Blog
Monthly Archives: November 2016
Preview our latest newsletter which features articles about Microsoft Dynamics 365, Supporting a Millennial Workforce, Azure Rights Management, PowerApps & Flow, Upcoming Webinars, Events, and much more!
Most of us appreciate the functionality and efficiency our apps already bring us to achieve our day to day tasks. However, what if you could add more value to your apps by making them understand your inputs and interpret needs through human-like perception, data analysis and knowledge search?
You are most likely familiar with descriptive terms for software like CRM and ERP. These terms have been used for years to describe software that businesses run to manage customer information, accounts, inventory, etc. Its time to learn a new term; Intelligent Business Applications. Microsoft is leading this charge with the release of their Dynamics 365 platform which combines traditional CRM and ERP functionality as well as some new tools to help bind functionality together in end-to-end workflows.
Dynamics 365 is here! We’ve been busy learning about the new and upcoming features and are excited to share them with you. Some features I’d like to point out are the apps for the Dynamics 365 for phones and tablets. Both Dynamics 365 for phones and Dynamics 365 for tablets app will be available from the Windows Store, Apple Store and Google Play. Microsoft is also working on creating specific apps tailored to Dynamics 365 for Operations and Dynamics 365 for Sales which are expected to include features such as scanning of bar codes and license plates.
As a lifelong developer, I’ve always appreciated the extensibility that Microsoft provides with their applications. They’ve always been big on providing you ways to customize their products, as well as offering an API to allow developers to connect and automate. The newest Microsoft Business Application…
Microsoft has announced the general availability of Microsoft PowerApps and Microsoft Flow. Both services are available to users around the world, and in 42 languages. PowerApps and Flow will be included with Dynamics 365. These apps are designed to allow Power Users (i.e. non-developers)…
As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement. From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on training for your internal support team, and how their understanding of the system will be different from everyday users.
I visited a client the other day who mentioned that their current sales force would turnover in the next 5 years and likely be made up substantially of millennials. After a recent interview with a millennial candidate, they realized that they needed to make some…