Category Archives: Microsoft Dynamics CRM

Registration is Open – CRMUG Summit 2017

CRMUG Summit 2017 300x225 Registration is Open – CRMUG Summit 2017

If you’ve been part of the PowerObjects community for any time at all, you’re bound to know that we’re huge fans of CRMUG! No only do we participate in the online CRMUG community, we also love CRMUG’s many in-person events. That said, it’s no surprise that we go BIG for CRMUG Summit each year!

CRMUG Summit 2017 will be held in Nashville at the iconic Gaylord Opryland Hotel on October 10-13… and we can’t wait! CRMUG Summit will include electrifying general sessions, essential peer-to-peer knowledge exchanges, product insight forums, and authentic networking opportunities. With the largest annual gathering of CRM users, CRMUG Summit is designed, led, and attended by CRM users, partners, and experts from around the world.

If you’re a member of CRMUG, you can save up to $ 400 when you register before the Early Bird pricing deadline on June 29 . If you’re not a member but are interested in becoming one, you might want to consider bundling your membership and Summit registration to save. In addition to these great discounts, you can use the PowerObjects promo code: PRPPO to save 10%. For more pricing details, click here.

Check out the recap video from CRMUG EMEA Summit, earlier this year. Happy CRM’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

Importing Data to Power BI

Recently I was fortunate enough to participate in a workshop focused on Microsoft’s analytics service, Power BI. This blog will be the first in a series of blogs describing my experiences with Power BI. In this blog, I will focus on importing data into the Power BI desktop version. The remainder of the blogs will focus on Power Query, Power Pivot, Power View and the finished Power BI products in a browser.

When opening Power BI, you are greeted with a welcome page and given the option to import your data from here. In this example I decided to ignore that welcome page and import data using the “Get Data” button in the ribbon. Clicking on this button drops down a list of common import methods which can be seen in the screenshot below. These options include importing via Excel sheet, Web URL, OData and a few more.

image thumb Importing Data to Power BI

By clicking on “More…” from the previous dropdown list a small window opens with the remaining options. Power BI can easily import data from many places including SQL Servers, Dynamics 365, Zendesk, Github and Sharepoint.

image thumb 1 Importing Data to Power BI

In the screenshot below I ended up importing data from the “Rotten Tomatoes Top 100” Web Page. As you can see, Power BI detects multiple tables and displays the available ones on the left side. On the right side a preview of the data is shown along with the option to view it as a Web page or a Table. At the moment, the Table name isn’t very informative and the data isn’t as clean as I would like it, but I’ll be changing this using Power Query in the next blog.

image thumb 2 Importing Data to Power BI

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Magnetism Solutions Dynamics CRM Blog

The CRM Minute: Tips for Successfully Implementing CRM [VIDEO]

CRM Min Digital Transformation Still 800x600 300x225 The CRM Minute: Tips for Successfully Implementing CRM [VIDEO]

There are so many steps to consider when implementing CRM. You need a valid business case, executive sponsorship, and clear objectives. When deploying a next generation CRM system, there are a number of other key objectives you need to be conscious of, but in today’s episode of The CRM Minute, Paul will be giving you his two most essential steps for getting started successfully.

Thanks for watching, The CRM Minute!

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PowerObjects- Bringing Focus to Dynamics CRM

Except coffee Dynamics PDF-Docs does it all !

CRM Blog Except coffee Dynamics PDF Docs does it all !

With Dynamics PDF-Docs CRM users can, in one click of a button or with workflow

  1. PDF CRM Word Template
  2. Attach the PDF document to the record Notes
  3. Attach the PDF document to an Email
  4. Preview the document
  5. Save to SharePoint as Word or PDF format

Perform all above functions with Workflow, plus these extra features available with PDF-Docs Workflow:

  1. When uploading the document to SharePoint (item 5 above), the Workflow updates the SharePoint List (columns) with fields from the CRM record, to facilitate search of documents or activate SharePoint Workflows, triggered by the data saved in SharePoint.
  2. When sending the Word Template as PDF document attached to an Email, you can also add documents stored in SharePoint. Good example is a price quotation prepared as Word Template in CRM, attached to an Email together with documents saved in SharePoint regarding the products or services offered in the price quotation.

…. And the price ?

US$ 690 only per CRM Organization.

That is not all. This price is one off payment with FREE life time upgrade and free Email support.

Click here to download trial version of Dynamics PDF Docs

=================================================================

We are looking for Partners in non-English speaking countries. Contact us using this web form.

Nous recherchons des partenaires dans des pays qui ne parlent pas l’anglais. Contactez-nous en utilisant ce formulaire Web.

Wir suchen Partner in nicht-englischsprachigen Ländern. Kontaktieren Sie uns über dieses Webformular.

Estamos buscando socios en países que no hablan inglés. Contáctenos usando este formulario web.

www.DynamicsObjects.Com

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CRM Software Blog | Dynamics 365

Give Your Healthcare Services a Boost with Dynamics 365 CRM

CRM Blog Give Your Healthcare Services a Boost with Dynamics 365 CRM

So if CRM solutions for the healthcare industry have been around for around 15 years, why are only about 15% of healthcare providers utilizing them?  The benefits to using Microsoft Dynamics 365 in the healthcare field can be considerable. Providing exceptional customer service is imperative to ANY business, but particularly so in a service type business, such as health care.  Microsoft Dynamics 365 CRM allows you to provide superior customer service.

Hospitals and clinics are getting more and more competitive. You need something that sets you apart from the others in your area. Excellent customer service is that something. The healthcare industry is putting more money into marketing than they did previously. You now see such things as commercials on TV for hospitals, clinics, and healthcare providers. You also see billboards and direct mailings convincing people to visit an individual facility or health care provider. Microsoft Dynamics 365 CRM is an excellent way to keep track of these marketing campaigns.

People want to feel they are getting personalized care.  They don’t want just to be a number.  People want a relationship with their healthcare provider. In this day and age, anyone can google medical information, but that is so impersonal! Personalized care is the difference.

Challenges Faced by the Healthcare Field

The main obstacles experienced by the healthcare industry are office efficiency and providing quality care while staying within their budget.  A CRM (customer relationship management) tool can help with both.

How Microsoft Dynamics 365 CRM Can Help With These Issues

Office Efficiency

  • Microsoft Dynamics 365 CRM enables healthcare providers to manage their practices efficiently.  It is much more productive to have all data in one single, centralized, easy to access system. Information can be quickly found, rather than having to search many different locations.
  • Better record keeping.
  • The performance of routine business processes (such as admissions and discharges) can be analyzed and improved- allowing for a better customer experience.
  • The use of workflows and dialogs to support and automate business processes.
  • Better security of confidential data (such as medical, financial, or personal information).

Providing Quality care

  • Probably the most considerable benefits that Dynamics 365 provides healthcare providers with is a 360-degree view of their patients.  Every health care professional from every department can see a complete picture of a particular patient’s case (ex- medical history, care plans, medications, tests, diagnosis).
  • Better coordination among health care providers.  Because Microsoft Dynamics 365 integrates with Skype for Business, caregivers can easily communicate with each other via voice message, written message, or video.  This coordination of information allows not only for better and more consistent care but also better outcomes.
  • Customized workflows can be created within Dynamics CRM to automate care and coordinate activities between all healthcare providers.
  • Microsoft Dynamics 365 CRM enables organizations to stretch limited resources while providing excellent care.
  • Better patient follow-up.
  • Questions can be addressed more quickly.
  • Dynamics CRM allows for a more personalized patient experience-resulting in a more satisfied customer.

Other Benefits

  • Marketing

    • The ROI of your marketing campaigns can be easily tracked.
    • Keeping track of new insights and changes in how marketing is being used is effortless.
    • Targeted marketing- The detailed patient information allows you to send out relevant messages (reminders to get medical procedures done, health tips, educational offerings, ways to manage an illness/condition, etc.)
  • Operations can be streamlined (which can potentially improve revenue and reduce costs).
  • Allows patients to self-service (for example schedule their own appointments, check test results, ask medical questions).  Patients are empowered and allowed to take charge of their own health.
  • Microsoft Dynamics 365 CRM you to catch cross-selling opportunities you may have otherwise missed.
  • Growth of business and revenue.
  • Pumped up sales and increased productivity.

Why Microsoft Dynamics 365 CRM is ideal for the healthcare industry

  • Integration of Microsoft Dynamics 365 CRM with many familiar programs that are already being used, such as Outlook and Office 365. The use of multiple software systems impedes productivity and the ability to build stable relationships with patients.
  •  Dynamics 365 CRM can be easily customized to meet your company’s needs.
  • Microsoft Dynamics 365 CRM is more user-friendly than other CRM systems.

To learn more about why Microsoft Dynamics 365 CRM is the right choice for you, read our blog titled Six Reasons You Need a CRM and Why Microsoft Dynamics is the Right Choice For You!

Silver Chain, one of Australia’s largest providers of personal health care services, has implemented Dynamics 365 Field Services for its nursing staff to deliver essential care to patients across Australia. The platform built combines Dynamics 365 and field services management on mobile devices to provide a single source of truth of patient data. It means Silver Chain now has real-time patient reporting and has improved transparency of patient care. Watch the short video below to hear about how Silver Chain utilizes Dynamics 365.

Now it’s Your Turn

enCloud9 has one of the most experienced Microsoft Dynamics CRM teams in the US. From pre-sales to project management, and user support, we respond quickly with our expertise to answer your questions.

Our history dates back to 2009 – During the Dynamics CRM 4.0 days! But our experience dates back even longer. Our consultants have been advising companies for almost thirty years to give them the tools to achieve their goals. Our experience leads to your success. We use our unique approach in helping small and medium-sized businesses lower their costs and boost productivity through Microsoft’s powerful range of cloud-based software.

We can be contacted at our webform or call us today at 402-235-8540.

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CRM Software Blog | Dynamics 365

5 Ideas for Marketing List Segmentation in Dynamics 365

CRM Blog 5 Ideas for Marketing List Segmentation in Dynamics 365

When it comes to email marketing, success can often be more dependent on your lists than the message itself. After all, how well will your email perform if it doesn’t reach your intended recipients?

If you have worked hard to maintain clean marketing lists – great! But now what? How do you maximize the potential of your marketing lists so you can increase your email marketing effectiveness? Marketing list segmentation is one of the first tactics that comes to mind.

Segmenting marketing lists is an incredibly powerful way to send your emails to the right people at the right time. List segmentation allows you to match your content with your customers’ interests, which will increase interaction with your email and drive conversions.

The possibilities for segmenting marketing lists are unlimited. Depending on the information you collect and maintain in your organization’s instance of Dynamics 365, you can create lists that are specific to a variety of different audiences. To get you started, here are five ideas for list segmentation:

1. Geography. Geographical segmentation is one of the easiest and most effective ways to customize emails to a specific audience. Sort by country, zip code, state/province or other geographic boundaries. Customize your email to cater to the local area. For example, a sporting goods store could advertise snow boards to customers in Colorado while promoting surf boards to buyers in California.

2. Verticals. Segment your marketing list by type (corporation, government, non-profit), industry or company size to target specific audiences. A software company, for example, could segment by company size to promote a small business software to one list and an enterprise-level solution to another.

3. Demographics. Demographic data like age, gender, whether an individual has children, household income and more can be a very effective way to better target your email messages to your audiences. For example, a hotel chain could promote kid-friendly packages to one segmented list and couples-only packages to another. Or a financial institution could create a segmented list of individuals nearing retirement age to connect with them regarding retirement financial planning services.

4. Interest. Using web intelligence in ClickDimensions, you can segment your list by how interested a contact or lead is in your company. Send one email to contacts that have a high lead score and a different email to customers that have a low score. The low-score email could attempt to reignite interest in your products or services, while the high-score email could entice interested customers with a special offer.

5. Behavior. With the campaign automation feature in ClickDimensions, you can add and remove contacts to marketing lists based on their interactions with your emails. For example, if a recipient does not open one or more of your emails, they can be put on a “cold” list while an individual who clicks on a link in your email could be added to a “warm” marketing list. You could then use these lists for future segmented email marketing initiatives.

Posted by ClickDimensions

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CRM Software Blog | Dynamics 365

CRM Boot Camp in London Starting June 5!

yellow 300x225 CRM Boot Camp in London Starting June 5!

In 2013, PowerObjects identified a lack of available Microsoft Dynamics CRM training. So… what did we do? We went out and created CRM University! Since its inception, CRM University has hosted over 300 training courses and empowered thousands of CRM users around the world. With growing demand and as an award-winning Microsoft Partner, we are excited to bring our acclaimed CRM University Boot Camps for Dynamics 365 to London this June 5-9!

Led by a team of CRM experts, our week-long boot camps consists of lectures, demonstrations, hands-on labs, and discussions, aimed at empowering participants to create the best CRM implementation for their organization. Our Boot Camps for Microsoft Dynamics 365 are not only packed with learning, we also strive to make them fun and interactive. Our instructors pride themselves on connecting with each individual participant and finding answers to every question because we want to ensure the success of each unique CRM implementation.

CRM Boot Camp for Microsoft Dynamics 365 is focused on educating application administrators and customizers of various knowledge levels. The course is applicable for attendees just beginning their CRM journey, those that have worked on similar applications, and those who’ve worked with previous versions of Dynamics 365 and want to learn about its new features and functionality.

Training will begin at 8:30AM each day and be completed by 5:00PM, except for Friday which ends at approximately 12:30PM. Beverages, snacks, and lunch will be provided.

Boot Camp Schedule:

Day 1 and 2: CRM for Microsoft Dynamics 365 Introduction
Day 3: CRM for Microsoft Dynamics 365 Analytics
Day 4 and 5: CRM for Microsoft Dynamics 365 Administration

Boot Camp Agenda (PDF)

Pricing: $ 2,250.00 for all five days. PowerSuccess and PowerPlus participants should inquire about discounts on training.

To learn more about PowerObjects’ CRM Boot Camps and other educational offerings, click here.

Happy CRM’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

Podcast and Overview: Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)

Related collateral you should know about:

We’re proud to announce that all packages for Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) were released on May 17th, 2017 to the Microsoft Download Center and are available for download! Appropriate packages will appear on Microsoft Update shortly.

Note: The Updates documented in this blog update the Dynamics CRM 2016 components described in this Microsoft Knowledge base article:

Microsoft Dynamics CRM Installations, Updates and Documentation

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Build number:

8.1.1.1005

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Download Center page

Here’s the “Master” Microsoft Dynamics Knowledge Base article for Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises): (KB 3203310). Going forward, the plan is to continue publishing Master Knowledge Base articles for CRM Updates a bit in advance of release to aid planning.

Podcast:

On Thursday, May 18th 2017, Greg Nichols and Ryan Anderson from the Microsoft CRM Premier Field Engineering Team provided information about:

  • The release of Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)
  • New fixes made available in Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Update 1.1
  • New functionality made available in Microsoft Dynamics 360 Update 2.1 and Microsoft Dynamics CRM 2016 Update 1.1

during a Microsoft Dynamics 365 (on-premises) Update 2.1 and CRM 2016 Update 1.1 podcast.

Note regarding Podcasts: We’ve recently changed the location of where we are hosting and distributing our podcasts. See PFE Dynamics Podcast Update for more information.

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The “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” Page

For pointers to download locations, release dates, build information, and CRM Premier Field Engineering blogs and podcasts for all supported Microsoft Dynamics CRM Updates, Update Rollups, and Service Packs, visit the “Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral” page.

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Important note:

An updated Unified Service Desk for Microsoft Dynamics 365 / CRM (Build 2.2.2.806) has been released. See the following Microsoft Download Center webpage for download details:

Unified Service Desk for Microsoft Dynamics 365

General Upgrade Rollup and Service Pack Notes:

  • Testing CRM Update Rollups: Best Practices
    • Microsoft Dynamics CRM Premier Field Engineering recommends doing all the standard testing you generally do for all Updates, which could be the functional and performance testing that you would do with a new major release or a subset of that test plan
    • The “general rule of thumb” for test plans for Update Rollup installs are:
      • Test any changes in a pre-production environment BEFORE introducing into your production environment. Manage your risk!
      • Consider using the Performance Toolkit for Microsoft Dynamics CRM to simulate your production user load in your testing environment to shake out any performance-related issues early. The link above points to a recently-released version of the Toolkit reworked to support CRM 2016! Talk to your TAM (Technical Account Manager) if you want Premier Field Engineering to help your team install and configure it!
      • Test using the permissions your most restrictive end-user roles have. Testing with CRM Administrator permissions, for example, does not give you the complete picture
      • Concentrate on your SDK customizations, JavaScript, ISV add-ons – basically anything that’s not OOB functionality or customizations done from within the UI

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Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) packages are available for download via:

  • The Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Download Center page – released May 17th, 2017
  • The Microsoft Update Catalog – to be released shortly
  • The Microsoft Update detection / installation process
    • Note: Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 Updates will be pushed via Microsoft Update as Important updates
    • Client packages installed manually by downloading the packages and running install will require local administrator privileges. If the client packages are installed via Microsoft Update or SCCM (System Center Configuration Manager), they will not require local administrator privileges
    • Consider using Windows Server Update Services (WSUS) or similar software distribution technologies to distribute Dynamics CRM Update Rollups internally. WSUS is a locally managed system that works with the public Microsoft Update website to give system administrators more control. By using Windows Server Update Services, administrators can manage the distribution of Microsoft hotfixes and updates released through Automatic Updates to computers in a corporate environment
    • For help with installation please see the Installation Information section of the Microsoft Dynamics 365 Update 2.1 “master” Microsoft Knowledge Base article

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Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) Prerequisites:

  • Essentially the prerequisites listed in the Microsoft Dynamics CRM 2016 Implementation Guidedownload or Online TechNet for the various CRM components serviced

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Issues resolved via Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises):

  • Cannot read property ‘raw’ of undefined” error message is displayed for null-valued Two Option fields when Legacy Form Rendering is enabled
  • The Refresh from CRM button in Excel corrupts the Currency, Date and Time cells
  • The keyboard tab focus goes back to the CRM Home icon after you select any lookup value from the lookup dialog when using the keyboard
  • The Outlook client fails initial configuration with single sign-on (SSO)
  • Product Properties hyperlink to edit products does not work
  • When you create activities by using the Quick Create function, the notes section is unavailable in CRM Online 2016
  • 102 duplicate errors occur when you change a contact through the duplicate detection
  • You cannot add products from the product associated view in the orders and invoices entities
  • “Access Is Denied” error message occurs when you change an owner of a record through a lookup field
  • The Activities and Closed Activities icons aren’t displayed correctly
  • After the opportunity and contact view is updated with SLA columns, performance decreases when the view contains a Hierarchy condition
  • The Alt key does not lookup ActivityParty entities that reference from SDK
  • Application metadata sync detection should be language aware
  • Application metadata sync lock should be language aware
  • Application metadata sync on invalid tables should immediately obtain write lock
  • Application metadata sync should not set header state to invalid for user application metadata
  • An appointment that is tracked in Outlook creates duplicate appointments in Outlook after it is synced to CRM
  • You cannot create an opportunity record if a business process flow exists
  • Web API query does not honor the nested filter criteria that has multiple OR and one AND conditions
  • Calling setValue in the new form experience causes OnChange events to loop
  • “You must supply Parent campaign before you create a Campaign response” error message is displayed for campaign response reimports
  • Cancelling SLA Key performance indicators (KPI) does not cancel SLA timer
  • Cancelled order title is not displayed on the Activities tab
  • You cannot view the default sales dashboard
  • Case merge does not function as expected when you switch between the 2 cases and try to merge
  • Changing state attributes is not allowed when you create a 20-plugins stage in Dynamics CRM 2016 Service Pack 1
  • Changing the language through the top bar does not work on a Voice of the Customer survey
  • Charts return different results in the Mobile App client than in the Web CRM client
  • ClearOptions() of the OptionSet control will trigger the OnChange event through the new form rendering experience
  • Clicking telephone number links will open the Quick Create form
  • The command bar on the activities tab in the social pane does not display all buttons
  • The command bar is missing on multinational entity search on pop-up context
  • A contact who has a deleted email address in Exchange isn’t successfully synchronized back to CRM
  • The Contract Cancellation Date field is set to current day instead of the selected date on cancel
  • “System.InvalidOperationException: Collection was modified after the enumerator was instantiated” error message when you fail to create a placeholder
  • The notes section is unavailable when you create activities by using the Quick Create function
  • “Tracking Outlook Item in CRM contacting CRM” error message is displayed in Microsoft Dynamics CRM 2015 for sent email messages that have been tracked in Outlook
  • A SQL error is displayed when you download a Word template for account entities in Microsoft Dynamics CRM 2016 Service Pack 1
  • Update messages for plugins are inconsistent with documentation in Microsoft Dynamics CRM 2016 Service Pack 1
  • Users see a blank chart area after you switch to offline in Microsoft Dynamics CRM 2016 Service Pack 1
  • After you create an appointment in Microsoft Dynamics CRM and synchronize it to Outlook, the appointment disappears from the Outlook calendar
  • The time zone isn’t set correctly for Voice of Customer survey response entities in Microsoft Dynamics CRM 2016
  • The IME mode setting for fields are not respected in Microsoft Dynamics CRM 2016 Service Pack 1
  • Field values do not display from the opportunity Business Process Flow when the quote is revised in Microsoft Dynamics CRM 2016 Service Pack 1
  • The CRM App for Windows 8.1 phones freezes on a Stop error after you enter an organization URL
  • An error is displayed when you try to move admins to a different business unit
  • CRM for phones does not open a web browser when a URL contains multibyte characters
  • CRM mail merge sends only one email when recipients are restricted
  • The CRM Online copy feature fails if there is an alternative key on a business unit entity
  • CRM Online forms shift to the right when you select a lookup
  • CRM version upgrades fail if a SQL plan guide is in place on a customer database
  • Japanese characters are garbled in survey pages in Microsoft Dynamics CRM 2016
  • Xrm.Page.data.process.moveNext does not work when you save in Microsoft Dynamics CRM 2016 Service Pack 1
  • A Business Process Flow related error occurs when you convert a quote to an order in Microsoft Dynamics CRM 2016 Service Pack 1
  • Custom entities cannot be found by using the Quick Find function in the Dynamics 365 mobile app in offline mode
  • Custom views in a lookup window using AddCustomView does not align data and column titles
  • You cannot set 0 precision on the Opportunities page when you close it
  • Date fields display an incorrect value in the Response Summary area from a survey response record
  • Description fields do not scroll in read-only mode
  • Different security behavior with the new form experience and quick views within forms
  • The drop-down arrow is missing from select lists
  • Edge browser fails and redirects when you filter a view by using a custom filter
  • Emailing a link throws an exception on the Opportunity form when the All Stakeholders view is used
  • The MailboxQueueManager.GetExecutingOperationsMapping() email connector throws the “System.ArgumentException: An item with the same key has already been added”
  • Email router fails to process POP3 emails
  • Email tagger query performance has been optimized
  • Emails that are sent from Outlook or Gmail in response to CRM emails and emails to internal users are not tracked
  • Emails with attachments that are larger than the size set in CRM cannot be tracked
  • Exporting activities does not return expected related records
  • Engagement hub does not show queue items for personal views
  • Error occurs when you edit a chart in dashboard if it is created from a different language
  • Error occurs when you publish customization when using the Safari browser in Mac
  • The Error Reporting tab disappears in privacy preferences
  • Error occurs when you try to create an order from a revised quote
  • Error occurs when you open a case that is resolved by a workflow
  • Error occurs with the knowledge base search control on the lead entity
  • Exceptions in plugin assemblies will not surface as the inner exception
  • Error occurs when you try to add addresses when using the Safari browser on the iPad
  • “Custom form label for cell id ‘xxx’, phonecall.scheduledend matches the metadata display name and should be removed from the form” exception is displayed
  • Export to Dynamic worksheet does not respect regional settings
  • Export to Excel fails if there are columns that have duplicate display names
  • ExtendedTimeout in the prepareSync requests is not honored by the Outlook client
  • You cannot manually track appointments in Outlook if you type Korean characters in the subject
  • Incorrect errors (File Not Found or does not exist on disk) in logs on offline servers occur because of missing offline files
  • Sent email messages are left aligned for Hebrew organization
  • ForceApply user command does not give error details when the command fails
  • Bing API calls are made from a form even though the Bing Map control was removed
  • Forwarding or Replying an email in CRM clears the Received time stamp and keeps only the date
  • The from field on the email form in Microsoft Dynamics CRM 2015 Update 1.0 shows all email enabled entities
  • Generated synchronization error is not visible both in the Dynamics 365 mobile app, and the Web client
  • An AJAX component error occurs upon upgrade from Microsoft Dynamics CRM 2011 to 2016
  • GetPowerBISharePointSites causes unnecessary exception handling
  • Graceful restart and recycle enhancements for the CRM Sandbox servers
  • A Handler that is added through the addOnChange API during onLoad will not run after a form was rendered in the new form experience
  • Large amount of customizations (entities and attributes) will cause bad performance on system customizations
  • Hierarchical security model filtered views cause performance regeneration
  • If preventDefault is called on OnSave in the Quick Create form, the Save button no longer works
  • An Iframe is not refreshed with the new source URL when you click the form section selector
  • Importing by using CRM templates is not possible because of incorrect behavior on the date or time field’s format
  • Importing multiple solutions from different publishers that contain overlapping components throws an exception
  • When you click lookup fields in the new forms experience footer, referenced records cannot be opened
  • An incorrect title is displayed on custom entity forms on the Interactive Service hub
  • Increase the amount of time before an IIS timeout
  • Index creation on Norsync log tables
  • “Permission Denied” error message when you create a case from sub grids on a contact entity form in InPrivate mode in Internet Explorer
  • Invalid Odata filter expression is sent to Azure for search
  • Large volume exceptions are displayed when it writes to CRM event log
  • Location disappears from appointments
  • Lookup is not default in CRM 2016
  • Mailbox stays locked if communication with site wide fails
  • Metadata synchronization fails
  • Microsoft analyzers have incorrect word-breaking on strings that contain signed numbers
  • Microsoft Dynamics CRM client for Outlook disables when you switch network connections
  • Minimal copy breaks rollup fields. Copy should include RollupPropertiesBase
  • Missing the + icon on the quick view control
  • Missing page navigation arrows for Knowledge Article views after a quick search
  • Mobile offline profile work items synchronizing as data work items
  • IOS Shim displays script errors when you select the Home button in the Dynamics 365 for mobile app
  • Xrm.Utility.openEntityForm API call does not work when using the Dynamics 365 for mobile app
  • The ModifiedOn field on Emails is updated without any updates from the user
  • Money fields fail to import for non-English languages in Microsoft Dynamics CRM 2015
  • Move up and move down buttons disappear on inline products grid of quotes, orders, invoices and opportunity if the default view is changed
  • Multiple databases backups occur for the same organization per day even though a maintenance job is supposed to run once per day
  • N:N relationship between two custom entities does not work in the Outlook client
  • Dynamics CRM 2016 Service Pack 1 AddMembersTeamRequest SDK call does not work after the global auditing and user entity auditing are enabled
  • The setValue function causes the OnChange event handlers to run in the new form rending experience using Dynamics CRM 2016 Service Pack 1
  • NavBar current entity record name disappears when you click cancel on unsaved pop-up messages
  • No results are returned on the Interactive Service hub when you search email subjects that contain square brackets or other special characters
  • Null value is added when you update recipient To, Cc, and Bcc fields in workflow steps
  • Object does not support the $ find property or method when you click the Results button two times
  • Odata issues with stage ID
  • On the closing dialog of a telephone call, the dropdown for status code shows two rows maximum
  • The OnChange event is called multiple times on Option sets
  • The OnChange event is fired when a lookup field is changed by the setValue() function
  • OneNote integration displays incorrect date and time on new notebooks
  • Appointments, Contacts, and Tasks in Server Side Synchronization stop processing if it’s approved by non-O365 admin in CRM online that uses a hybrid profile
  • The OnSave() event does not trigger on the Close as Lost or Close as Won button for opportunity records
  • Operation returns a RequestEntityTooLarge status code that is invalid
  • Optimize bulk delete on SubscriptionSyncEntryOfflineBase during a reinitialize of a subscription
  • The Option Set fields do not clear previous record values in the Dynamics 365 for mobile app
  • The Organizer field value disappears when an appointment is created from the sub grid
  • Other addresses do not synchronize to CRM when they are the only field that is updated in Outlook
  • The Outlook client going offline causes a timeout error
  • You cannot save data to a custom field on Outlook forms
  • The Outlook client displays popup messages during tracking
  • Override the behavior for the trialAndGracePeriod hard code value for the TrialExpireNotification message bar
  • Parsing of decimal number limits fails in the Dynamics 365 mobile app when locale settings use a comma as a separator
  • The Personal Options buttons are not visible with a 1280×768 resolution
  • Plugin failures to connect through non-listening (or filtered) network port results in SecurityException because of serialization issues with SocketException
  • The PrincipalObjectAccess table is not cleaned up after you delete related activity types
  • Preserve the Iframe view when navigating back while using the new form rendering experience
  • Multiple invoices are created when you press the Create Invoice button multiple times
  • Pricing is locked with a padlock on Quote, Invoice, Order, and Opportunity Product
  • Process triggers can be in an orphaned state
  • The processing dialog box is missing when you send, forward, or reply to emails after CRM online was updated to CRM 2015 SP1
  • Publishing errors occur with orphaned CustomControlDefaultConfig records
  • Querying WebAPI with filter returns null owners
  • QueueInitializationOperation can result in non-initialized queue managers
  • A race condition occurs in the SandboxAppDomainManager static singleton class
  • Remaining terms (entitlements) are increased after you reactivate an incident record if there are any workflows that change the status of the case
  • Removed Germany billing address check in PVS manifest for Voice of Customer
  • RetrieveMetadataChanges request should have a limit for max filters or conditions
  • RetrieveMultiple does not work on customer service calendars that have varying day schedules
  • Changes are reverted for the Fetchxml Paging report because of back-compatible break
  • Rollup field’s Last Update On field causes script errors
  • “Access is denied” SandboxHostUnhandledException when you spin up a native process
  • The Save and New button functionality does not work in CRM 2016
  • The Save button moves to the center of the Opportunity form when a two line footer is enabled
  • Saved views with FetchXML that contain a left outer join does not work in Outlook client add-in
  • Saving mobile offline filters fail on a custom entity because of the default advanced view that has a linked entity
  • Script error occurs when you have a html web resource in Internet Explorer using the new form experience
  • Scrollbar on read-only fields is not visible
  • The Send Invitation modal appears because two JavaScript functions are renamed as the same
  • Server-side sync creates ACT duplicates
  • You cannot enter contract lines on case forms when the field is locked
  • Service request queue lookup does not work in CRM online because of the or statement in the where clause
  • ServiceId is missing in the logs and it is set to Guid.Empty. You cannot search once this happens
  • SetCurrentView does not work in the Grid Load event handler
  • SharePoint folder hierarchy is incorrectly created by using parent/child relationships
  • After the updates from CRM 2016 RTM to CRM 2016 SP1 you try to create an appointment by using the social pane, and the business process flow inside the appointment entity is not visible
  • SIS EntityHandler does not handle inability to subscribe to change notifications correctly
  • SIS null reference exception in SearchIndexEntityHandlerHelper ExecuteSync
  • ASCII question mark characters are escaped for Skype integration (Click to Call)
  • Sorted results of interactive service hub knowledge articles in Microsoft Dynamics CRM 2016 SP1 are inconsistent
  • Stored XSS in dashboard or form editor
  • Sub grids are loaded even if the tab is collapsed
  • Synchronization cycles fail with the EWS time-out exception if an Exchange mailbox has many Appointments, Contacts, and Tasks
  • Synchronization error occurs when you delete the email address from a contact
  • Contact synchronization that uses server-side synchronization causes infinite updates
  • Synchronized appointments are not cancelled in Exchange when the appointments are cancelled in CRM
  • System and user application metadata table locks should be more precise
  • Tabbing into a lookup field opens the most recently used list and does not let the user type without pressing the escape button
  • The hierarchy button in the upper-right corner disappears after you open the Quick Create popup
  • The billing end date is not computed correctly
  • The line breaks between Internet Explorer 11 and Firefox are different when you create an email template
  • The Outlook client creates frequent PrincipalObjectAccess calls in order to be available for a potential offline synchronization
  • Time zone issues with appointments that are synchronized to Outlook through Server-Side Synchronization
  • Trace log files are created and logged on TraceEtwOnly
  • After you track an email into CRM, the View in CRM button isn’t enabled
  • The new form experience treat a single line text field that has the TextArea format differently than the legacy forms did
  • When you navigate away and back to Associated views, two mastheads are displayed after a script error occurs
  • Contact method option set is not displaying the correct values when you use the new form experience
  • You cannot access HTML Web resources in the Outlook client
  • You cannot change the dialog names if the user language differs from the base language
  • You cannot set the S2S authentication with Microsoft Dynamics CRM 2016 Service Pack 1
  • You cannot create a new lead because of the business process error
  • You cannot customize lead address entities in Microsoft Dynamics CRM 2016 Service Pack 1
  • You cannot delete a team or business unit
  • You cannot enable the field level security for the PriorityCode attribute on appointment entities in Microsoft Dynamics CRM 2016 Service Pack 1
  • An error occurs after you enable mobile offline for the entity Work Order Service tasks from the Field Service solution
  • You cannot override the default product price per unit on an order entity
  • You cannot delete the Enable for Mobile option in on-premises for default entities
  • You cannot retrieve entity metadata through the SDK if the SLA feature is enabled for that entity
  • You cannot retrieve metadata for Customer type fields
  • An error occurs when you try to search for existing products by using a language that’s not the default language of the organization
  • You cannot use the Web client email with Voice of Customer installed and Legacy forms enabled
  • An unhandled exception occurs during Server Side Synchronization processing of a single mailbox that affects all email mailboxes in the organization and may cause duplicates
  • Untracking appointments does not remove an entry from the IdMapping table or from the Outlook client
  • “ErrorIrresolvableConflict” error message occurs when you update an individual instance of a recurring appointment in CRM and it does not reach Exchange
  • Updating imported appointments from Exchange does not synchronize to CRM
  • Upgrade from earlier versions fails with Turkish collation
  • Upgrade tasks should automatically fail if it takes longer than expected
  • You cannot remove a campaign in marketing lists in which the status is read-only
  • UserID isn’t replaced in retrieve multiple queries which have multiple references
  • You cannot see case views in the views dropdown and you only see My active cases
  • You are prompted to save changes when you navigate away from the Entity form with the Embedded Quick View form in Microsoft Dynamics CRM 2015
  • Users can see a form that they do not have permissions to if they’ve used a direct link
  • Users from other business unit do not appear in the CRM App client for Outlook entity in an Add Eligible users list
  • A user’s team is not evaluated in a view query properly because the data is not displayed in the Team view on the mobile client
  • You cannot override pricing after upgrade to Microsoft Dynamics CRM 2016 Service Pack 1
  • Using advanced find to add marketing list members causes an error when Auditing is enabled
  • Using Exchange on-premises from CRM Online (Hybrid) causes mailboxes to be stuck if connection to Exchange is slow
  • Voice of the Customer plugins use shared class members
  • The Voice of the Customer survey page isn’t editable when you copy or paste text on the page
  • Quotation mark is replaced by the “”” text string
  • Web resource height isn’t set correctly
  • Web resource size isn’t respected on the Turbo forms in Microsoft Dynamics CRM 2016 Service Pack 1
  • Week numbers are incorrect (for United States date format) on charts
  • When a quick view form contains a sub grid and it is inside a tab collapsed by default, paging controls will be missing from the sub grid
  • When you switch between the main form and the related records in CRM, occasionally the Boolean fields (two options) are reset to the default value and will be submitted to the CRM database
  • White space is saved to the CRM database at the end of text
  • Symbols and fonts are not displayed in Win 10 tablet shim with the Windows 10 anniversary update
  • Workflows will have the Running status for the Stop Workflow step (Succeeded or Cancelled)
  • Incorrect “expires on date” is displayed when you create a contract through SDK
  • Adding New Records to sub grids for N:N Relationships from the CRM for Outlook client causes a script error “ServerError” to occur
  • Unexpected email resolution when using Full-Text Search
  • When the Hierarchical Security Model is enabled the performance of New User Creation decreases
  • The Sort Order of a View is changing after navigating away from the View
  • Fields marked as Read-Only on the Opportunity Product Form can be edited
  • The error “The sender does not have an email address on the party record ” occurs when attempting to process Pop3 emails using the E-mail Router
  • A Synchronous Workflow is causing a Business Process error when attempting to create a related record
  • A SQL timeout error occurs when attempting to Go Offline using CRM for Outlook when millions of records are being synchronized
  • A Scheduling Alert will occur without any details after changing an existing Appointment
  • Unable to load a View of Knowledge Articles while using the Interactive Service Hub
  • Data in columns is missing when attempting to perform a Quick Find Search for Knowledge Articles
  • Add attachments is not available after saving a new email message in CRM while using Legacy Form Rendering
  • Multi-line read-only fields do no not resize or expand properly
  • Meeting invitations do not get sent to appointment attendees while using Server-Side Synchronization
  • Formatting issues occur in Dashboard Views while using the Dynamics 365 mobile app
  • After creating an appointment in CRM the Organizer Field is not populated
  • The Sandbox Worker holds on to Socket Handles from the Host Service and causes port exhaustion
  • The import of custom entity fails because of a duplicate CustomControlDefaultConfig
  • When an Appointment is created and the Organizer places themselves as a Required Attendee, the Required Attendee will be removed after syncing with Server-Side Synchronization
  • When using the Dynamics 365 mobile app the Lookup Results bar is hidden behind the on screen keyboard
  • SharePoint Document Lists take over 15 seconds to load
  • Parature Integration KB Search by default uses “OR” Search which return too many results
  • Knowledge Management Search does not return any results when using Unified Service Desk
  • Goal Participating records do not show records with the same filter as the Rollup Field
  • A bullet point is inserted incorrectly when working in an Email Form and inserting bullet points
  • Recently Viewed items are not stored on a Danish or Swedish installation of Windows 10
  • After changing a user’s Security Role, they are no longer able to access Interactive Service Hub
  • After updating an Appointment in Outlook the Description field changes are not being updated when syncing with Server Side Synchronization
  • The email body is disabled when using Google Chrome in Citrix and Google Chrome (Incognito mode) in Windows
  • If a CRM organization has over 5000 ribbon rules the Homepage will fail to load
  • A Field may overlap a sub grid when the resolution on the screen is lower than 1920×1080
  • Spell Checker in Interactive Service Hub does not work for the email drafting textbox
  • Marketing Lists are not being associated with an existing undistributed Campaign Activity
  • A Case record fails to save while using the Dynamics 365 mobile app
  • The “Follow” dialog appears incorrectly on a server installation using the German language
  • Server-Side Synchronization fails to process because the previous connection to the mailbox was not closed properly while using a Hybrid Email Server Profile
  • The column values are misaligned on a Product sub grid from the Quote Entity
  • While using Hierarchy Modeling, Personal Dashboards appear for the incorrect users
  • Appointment attachments are not being synchronized from CRM to Exchange while using Server-Side Synchronization
  • Unable to see a Lookup Field in order to select the correct Queue in the “Add To Queue” dialog box while using Unified Service Desk
  • Charts are not shown using Quick View Forms
  • A record window opens in the background when it is opened from a Dashboard in Outlook
  • Server-Side Synchronization continuously updates Appointments
  • A Pre/Post Create Plugin on the SystemUser Entity does not trigger in CRM Online
  • Appointments, Contacts, and Tasks (ACT) syncing fails after performing a Minimal Copy in Dynamics 365 as the Synchronized Fields and User Filters were not created
  • Error in ‘UpdateOwnerEmailAddress’ causes user provisioning to fail if the organization is using a Hybrid Email Server Profile
  • After enabling Full-Text Search an organization is unable to be updated to Service Pack 1 for CRM 2016
  • Changing the owner using a Workflow also changes the Owner in a Create Audit Event
  • Odata Expand Property fails while retrieving custom Lookup Fields
  • Lead Ribbon does not refresh on Assign
  • The + button on the Connection sub grid is not working on the Main Form for the Case Entity
  • A solution import will fail if it is a merged Solution
  • Modifying a user’s Mailbox to remove Server-Side Synchronization does not reset EnabledforACT back to 0
  • One corrupt email in the database will prevent other e-mails from being sent using Server Side Synchronization
  • An error occurs when closing a case form after deleting an e-mail with an attachment
  • Word Templates using multiple lines of text with line breaks is not working properly
  • Some buttons do not respond when clicking on them within the ribbon
  • After going offline with the Outlook client, notes are not available for records if a user had previously cancelled offline synchronization
  • Client side telemetry should not include the app suspended time
  • Users can experience a lookup control error when trying to assign incoming tracked emails
  • Errors are not reported on an operation in certain failure instances with locked-file handling
  • After an async service restart, a few sandbox execution calls from each worker process will result in a SdkCommunicationException
  • Multiple lines of text do not work properly with a Word template
  • Multi-lines in a quick view form are not displayed correctly because the max-height attribute is set unexpectedly
  • Scan worker threads appear to hang on a ping which delays the status update and results in low clean worker process count
  • Dynamics 365 configured with SharePoint on-premises ReadUrl and EditUrl are incorrect
  • Pop3 synchronous changes converts async steps in the Pop3 incoming pipeline to run synchronously
  • Added dependency information to the exception logged by ThrowCrmException
  • Too many resolved email addresses cause performance issues in the async service
  • Need to declare the StringBuilder Object _stringBuilder as static
  • Added dependency information to the exception logged by ThrowIfDependenciesMissing
  • Record window opens in the background when it is opened from a dashboard
  • The connection subgrid on a case main web form and the button on the grid is not working
  • Error when importing a solution into Turkish base language organization
  • Exception on inserting a null value in the WorkflowLogBase table for a non-null column
  • Legacy SDK clients that rely on ACS flows no longer authenticate
  • The Message field for trace errors contains the entire stack trace
  • SQL Query is not included in the exception message
  • Reconfiguring Outlook uses the same installation id and does not allow to differentiate between first time and subsequent loads
  • The Async plugin is facing an intermittent 2 minute timeout due to cold .NET ThreadPool and slow scale up
  • I/O exception on thread synchronization
  • Allows a flush of the metadata cache if a new option set value is added Alerts”

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Support for new technologies provided by Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises):

The Microsoft Dynamics CRM Engineering team consistently tests Microsoft Dynamics CRM and associated CRM Updates against pre-release and release versions of technology stack components that Microsoft Dynamics interoperates with. When appropriate, Microsoft releases enhancements via future Microsoft Dynamics CRM Updates or new major version releases to assure compatibility with future releases of these products. This compatibility matrix is updated via this Microsoft Knowledge Base article: Microsoft Dynamics 2016 CRM Compatibility List.

Hotfixes and updates that you have to enable or configure manually

Occasionally, updates released via Microsoft Dynamics CRM Updates require manual configuration to enable them. Microsoft Dynamics CRM Updates are always cumulative; for example, Update 0.2 will contain all fixes previously released via Update 0.1 as well as fixes newly released via Update 0.2. So if you install Update 0.2 on a machine upon which you previously installed no Updates, you will need to manually enable any desired fixes for Update Rollups 0.1 – 0.2:

  • Microsoft Dynamics CRM 2016 Update 0.1: no updates requiring manual configuration
  • Microsoft Dynamics CRM 2016 Update 1.0: Microsoft Dynamics CRM 2016 Update 1 contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics CRM 2016 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics 365 Update 2.0: Microsoft Dynamics 365 Update 2 contains updates that you must configure manually, as does Microsoft Dynamics CRM 2016 Update 1.0. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates
  • Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises) contains updates that you must configure manually. These include Portal, Field Service, and Project Service, which each require the customer to install the solution from the Office 365 Portal. To receive the product updates, you must “opt in”. For more information on how to install product updates in Microsoft Dynamics 365 or Microsoft Dynamics CRM Online, see the following Microsoft TechNet topic: Install product updates

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Greg Nichols
Dynamics 365 Senior Premier Field Engineer
Microsoft Corporation

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Dynamics CRM in the Field

2 Ways User Acceptance Testing Can Lower Microsoft Dynamics 365 Development Costs

CRM Blog 2 Ways User Acceptance Testing Can Lower Microsoft Dynamics 365 Development Costs

Are you ready to kick the tires on Dynamics 365?

When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected.

This is called “user acceptance testing”.  This phase is key to keeping your project on time and on budget.

1. Multiple Users

The reason that we solicit feedback in stages during the project is because it is much easier, and more cost effective, to make changes during the process rather than after the deployment.

At times, just one person will quickly test the system and tell us it looks fine, just to keep the project moving.  This will usually backfire when other users see the end result and realize that the solution doesn’t work for their specific job requirements.

You need to task multiple people at your company, in various roles, to do extensive testing in different scenarios and provide specific feedback. This will dramatically cut down on the number of expensive change requests that are submitted later.

To avoid delays, this user acceptance testing can be built into the project timeline so you know in advance when specific people will need to be available for this phase.

2. Consolidated Feedback

When we receive multiple emails, and are included on email strings while everyone discusses their feedback, it takes extra time. And details are likely to be lost.

You will save money if you provide us with one master consolidated list of feedback and change requests. Be as detailed as you can, even providing screenshots or hand drawn pictures if that will help to clarify the change you are requesting.

Our goal is to deliver a Dynamics 365 system that exactly fits your needs. The less time we spend doing that, the lower your project costs will be.

By following these tips during the user acceptance testing phase, you will be more satisfied with your Microsoft Dynamics 365 system and you’ll save money too.

If you would like to discuss the steps to a successful Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) project, contact us at 877-600-2253 or [email protected].

By Ryan Plourde, Crowe Horwath, a Microsoft Dynamics 365/CRM Gold Partner www.CroweCRM.com

Follow us on Twitter: @CroweCRM

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CRM Software Blog | Dynamics 365

How to Create Dynamics 365 Notes from OneDrive using Microsoft Flows

Microsoft Flow service helps you to create and manage automated workflows between your favourite applications and services that help you work smarter and be more productive. It empowers your ability to trigger workflows at the tap of a button, turn the flows off anytime, monitor to see where it failed, get history report and much more.

In this blog, we will create a flow that searches files in a OneDrive folder and creates Notes in Dynamics 365.

Step 1:  Login to the Microsoft flow site: https://flow.microsoft.com/

Step 2: Type “Attach OneDrive files about Dynamics Contacts as notes” in the search box and click the template per the below image.

image thumb How to Create Dynamics 365 Notes from OneDrive using Microsoft Flows
Step 3: Subsequently, the flow template will request you to connect to your services.

image thumb 1 How to Create Dynamics 365 Notes from OneDrive using Microsoft Flows

Step 4:  After connecting to your services, choose the OneDrive folder for the flow to look at files in and select your organization and the entity name. Modify the condition to search for the files that matches the Last Name of your Dynamics 365 Contacts and then upon a successful match, create a Note with the Title as the file name.

image thumb 2 How to Create Dynamics 365 Notes from OneDrive using Microsoft Flows

Step 5: Click on the ‘Done’ button on the top right of the screen to enable your flow and that’s it! Your flow is now up and running.

You can test your flow by creating a file in the specified OneDrive folder with the name containing the Last Name of one of your Contacts in Dynamics 365 and you’ll notice that a Note will be created in Dynamics 365 automatically. You can also add more conditions, actions, switch cases, to do until loops etc. to your flows based on the requirements.

Have a look at some predefined Flow templates here to help you get started. Happy Flow Crm’ing everyone! 

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Magnetism Solutions Dynamics CRM Blog