Beringer Associates Technology Blog

Category : Dynamics 365

With the release of Dynamics 365, comes a very useful app that is free to download into CRM for Dynamics 365 only. This feature is called Organization Insights. It provides an abundance of useful information for system administrators. This information is normally found by searching through CRM or requesting it from Microsoft directly.

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Dynamics CRM 2013 introduced a redesigned User Experience including simplified navigation, flat user interface and a new form model with an optimized layout. While the updated User Experience provided an efficient single window interface that was much more intuitive than the CRM 2011 interface, there is always room for improvement.

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If you’ve been tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. Every time I’m asked to programmatically import large data sets from a flat file like a CSV or Excel sheet, I think about how Forest Gump would react. If he was a developer, I know he would say “Flat files are like a box of chocolates … You never know what you’re going to get.”

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You receive communications from your customers on a daily basis from a variety of sources, such as email, web submission forms, support cases, etc. Imagine if you could have instant visibility to how your customers are FEELING based on the text they send you without reading it. Angry customers can be addressed immediately via a phone call from a real person. Happy customers can be sent an automatic email and receive a personal follow up within a day or two.

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Do you have multiple regions that work inside your D365 organization?  If you do, you’ve probably taken advantage of grouping each into a separate Business Unit.  The advantage of doing this allows you to configure security roles. The security roles grant end users access to records only assigned in their region or all related child regions (if they are in a parent).

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If you are tasked with integrating data, then you know there are a wide variety of challenges to overcome. If one of the challenges is dealing with very large data sets, then your design should be optimized for speed and performance.

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It is no secret that in today’s day and age there are two major requirements for network infrastructure; reliability and security. Microsoft fully understands these needs and has developed one of the world’s largest networks. A network investment north of $15 billion to be exact. How can you utilize the Microsoft cloud to enhance your business?

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Power BI is a tool that allows companies to display visuals of their data from multiple applications.  For this reason, it would be difficult for the service to attempt to understand the underlying security structure behind each source.  So how do you secure your data?  Like other applications, Power BI offers its own security features which you can easily apply to the entire dashboard and datasets.  As previously mentioned, you can select which users to share your Dashboards to.  Most noteworthy, it offers a feature called Row Level Security, or “RLS”, which can be applied to each dataset.

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As a long time developer, I appreciate the extensibility that Microsoft provides with their applications. They love to provide you many ways to customize their products, as well as offering an API to allow developers to connect and automate. The Microsoft Business Application Platform is no different, delivering an experience to build and extend modern cloud applications much faster than ever.

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When logging into a new Microsoft Dynamics 365 system, I found myself being overwhelmed by browser redirects and pop-ups.   I was being redirected to CRMDYNINT.COM every few seconds.  There were so many that it eventually had an impact on system performance.

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