2018 H2

H2 2018 • WWW.CRMUG.COM

COMMUNITY

Tools & Resources

The Man, The Myth, The Legend

TANGUY TOUZARD Must-Have XrmToolBox

PLUGINS

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contents H2 2018 www.crmug.com

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H2 2018 • WWW.CRMUG.COM

COMMUNITY

Tools & Resources

The Man, The Myth, The Legend

TANGUY TOUZARD Must-Have XrmToolBox

PLUGINS

In Every Issue 5 From the Chairwoman 7 From the General Manager 8 Events 10 Welcome to Our New Members 12 Chapter News

18 32 33 37 39 43 48 60 61

Channel Marketing Alliance . . . . . . . . 47

Volunteer Corner: Malcolm McAuley Trending Topics Find the Logo Contest Word Find Webinar Speed Read

What’s New on the D365UG/CRMUG Website Academy Corner The CRM List

Features 14 The Man The Myth The Legend: Tanguy Touzard

20

Advertiser Index

On Topic

Tips & Tricks View Layout Replicator

22

Make It Fun, Make ’Em Dance

24

Heroes of D365 Customer Workflow Extensions

Dynamic Communities’ Conferences. . . . . 9

26

eOne Solutions . . . . . . . . . . . . . . . . . . 42

InterDyn Artis. . . . . . . . . . . . . . . . . . . . 41

34

Partner Showcase Salesgenie from Infogroup

36

Humans of D365UG/CRMUG Melita Bouchet

40

Tips & Tricks Bulk Workflows

MCA Connect, LLC. . . . . . . . . . . . . . . . 17 Melissa Data . . . . . . . . . . . . . . . . . . . . . 2 Microsoft. . . . . . . . . . . . . . . . . . . . . . . . 57

28

Tips & Tricks Shared XrmToolBox Controls: Entities List View The Best Free D365 App You Didn’t Know Existed

44

Tracking Data Usage at the Record Level

Power Platform User Groups. . . . . . . . 67

50

Three Must-Have XrmToolBox Plugins for System Customizers

PowerObjects, an HCL Company. . . . 68

54 Partner Showcase DynamicsSmartz

MSCRM-Addons . . . . . . . . . . . . . . . . . . 6

Resco.net. . . . . . . . . . . . . . . . . . . . . . . . 4 Salesgenie from Infogroup. . . . . . . . . 38 Share the CRMUG Love. . . . . . . . . . . . 11

56

Tips & Tricks Four Important Customer Service Reminders

58

User Showcase Bray International H2 2018 | 3

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Goingfrom tothe the Next Level...

D365ug/crmug chairwoman

letter

Sherry Linares

One Good Thing

Clarissa Simpson

C

ommunities are the perfect place for learning, growth, and the exchange of knowledge and ideas. They provide a solid and safe ground for the exploration of ideas, thought starters, technical and functional guidance, and collaboration across business and industry, sales and marketing, service, and field.

The phrase “it takes a village” has become very familiar in our society and is widely applied by cultures worldwide to evoke a representation of community on both a large and a small scale. As we have seen in our work, communities have also become catalysts for identifying considerable business change and transformation, providing both individual support and corporate guidance on national and global scales. The great novelist (and humorist, journalist, and lecturer) Mark Twain said it similarly: “Tell me about a person’s family, friends, and community, and I’ll tell you what his opinions are.”

We continue to see this celebration of community right here in the Microsoft Dynamics 365 space with the recent incorporation of the eXtreme, LLC organization into Dynamic Communities.

The D365UG/CRMUG community brings a valuable source of support, inspiration, and guidance to organizations large and small. It helps define the roadmap items for many who are seeking to learn and derive purpose for their organizations. The continued cooperation, transparency, and openness that we see demonstrated regularly are part of what drives us all forward to achieve momentum for the organizations we support and reach significant goals. The profound value and impact of achieving a state of connectedness, belonging, and mutuality of purpose are unequaled in many other communities, and they make me very proud to be a Member of this group. There is strength in numbers, and we can make an effective difference in our little corner of the world.

The unique skills and knowledge of our volunteers continue to inspire me. I found that once I learned to celebrate and foster social and professional inclusion to extend beyond my comfort zones, I, too, learned much more about myself and those around me. This not only enables me to be utilized more and more for the benefit of others, but also has been a source of profound change and benefit to me.

My challenge to you is to take action on ONE GOOD THING for your Dynamics community this coming year. Share your stories on social media at #MYUGCommunity, #MSDYN365, #D365UG, and #CRMUG. I look forward to seeing you serve your village and being the inspiration that others need to find their place in this village.

I will lead a Women in Technology panel at Summit Phoenix where several panelists will tell their stories of empowerment. I invite you all, men and women, to join us and learn about the women in technology in your Dynamics 365 community. This is an important opportunity to join and unite as a group to support everyone we work alongside in our community. It’s yours for the doing.

Do one good thing,

Clarissa Simpson Chairwoman, D365UG/CRMUG

H2 2018 | 5

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5U 65 CR /C G U 36 3 / G D

Goingfrom tothe the D365Next ug/crmug Level... gm

letter

Sherry Linares

The Spirit of Community

Tony Stein n the technology space that we live, have you ever struggled with explaining to

people what it is you do for a living? I always seem to get the benevolent, “Oh, okay,

I get it” response followed with a condescending look that screams, “What you said

makes absolutely no sense whatsoever”. This friendly small talk usually leads itself

to a bigger conversation around the goodwill and effort of thousands of people that out of

the nature of their being help others with their daily use of Microsoft Dynamics 365 or CRM.

I

That is the magic of what D365UG or CRMUG® is all about. In its simplest terms, “We help

one another with our daily use of this software”.

This simple statement founded in goodwill is ultimately derived from actions of being

neighborly. Our shared interests in Dynamics 365/CRM and our willingness to serve or

help others help create this strong community from which we all benefit. There is argument

(Amitai Etzioni, “The Spirit of Community”) of a paradox that some contemporary societies

have both a strong sense of entitlement and a lacking sense of obiligation to national or local

communities. We claim too many rights while recognizing too few responsibilities. This

narcissitic societal approach lends itself to elements of authoritarianism.

Thankfully, the attitude and approach of your User Group have always been founded on

the goodwill and help (“for User, by User”) sentiment while leading from the ground up.

This issue of the D365UG|CRMUG Magazine is all about those who are passionate and

responsible stewards in the Dynamics 365/CRM ecosystem. They define community in

creating experiences, tools, IP, and other resources so that we can all fufill the mission of

your User group. Thank you, on behalf of all Users of Dynamics 365/CRM, to the community

leaders within this magazine and elsewhere that help, serve, and foster our own spirit of

community. Your contributions to community are met with applause and gratitude from all

of us across your User group. Thank you!

Sincerely,

Tony Stein

General Manager, D365UG/CRMUG

H2 2018 | 7

sessions meetings courses

D

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G MU RM D3 D UG 5U R /CR G UG 65 36 /C G/ U M D3 D U 5U 65 C /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 3 /C G MU M D3 D UG 5U RM CR G UG 65 36 D 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U R /CR G UG 65 36 /C G/ U M D3 D UG 5 5 65 C /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 3 /C G MU M D3 D UG 5U RM CR G UG 65 36 /C U D 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U RM /CR G UG 65 36 /C G/ U M D3 D UG 5U R C 5U 65 /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 3 /C G U M D3 D UG 5U RM CR G UG 65 36 /C G/ D 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U RM /CR G UG 65 36 /C G/ U M D3 D UG 5U RM C U 65 36 /C G U U G U 65 R /C G U 6 3 / G C U D U C 5 6 / G / U M D3 D G 5U RM R G C G U 36 3 G/ G M RM D U 5 C D 5 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U RM /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G 5U 65 CR /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 36 /C G U M D3 D UG 5U RM CR G UG 65 36 /C G/ U MU D 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D 5U 65 C /C UG U 36 D3 G UG M RM D G U 65 R /C G U 65 3 /C G U M D3 D UG 5U RM CR G UG 65 36 /C G/ U M 3 D 36 D3 G UG RM RM D G 5U 65 /CR /C UG U 36 D3 G/C UG MU RM D3 G D UG 65U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D UG 65 / U 65 36 /C G U M 3 D U U C G 5U 65 R /C G U 6 3 / G M D 5 G / U M D3 D G 5U RM R G U 65 C /C UG U 36 3 G/ G M RM D C D 5 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 36 D3 G/C UG MU RM D3 G D UG 65U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D UG 65U 3 5U 65 CR /C UG U 36 D3 G/ UG M RM D G 5U 65 R /C G U 65 36 /C G MU M D3 D UG 5U RM CR G UG 65 36 /C G/ U M 3 D G D U U C G / 5 D D 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 36 3 G/C G MU RM D3 D UG 5U R CR G UG 65 36 /C G/ U M 3 D G U RM R G D UG 65U 365 / 5U 65 C /C UG U 36 D3 G/ UG M RM D G 5U 65 R /C G U 6 3 /C G MU M D3 D UG 5U RM CR G UG 65 36 /C G/ U M 3 D G 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/C G MU M D3 D UG 5U RM CR G UG 65 36 /C G/ U MU 3 D G UG M R D G D U C U D 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 3 G/C G MU RM D3 G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D G 5U RM R G D G 65U 365 /CR /C UG MU 36 D 5U 65 CR /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 36 /C G MU M D3 D UG 5U RM CR G UG 65 36 /C G/ U MU 3 D G UG M R D G 5U G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D G 65U 365 /CR /C UG MU 36 D3 /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 5 R C G U 6 3 / G M 5 6 D U R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG U 365 D36 G/C G MU RM D3 G D UG 5U M G / G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /CR M G C / M 5 G 6 U 6 U 3 C G U D M / 5 G / D G R U R 3 D G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG R 36 3 / G M G / U U 5 R C G U 6 3 / G 3 D G U M R M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 36 /C G/ U MU D3 D UG 5UG RM C G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D G 65U 365 /CR /C UG /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M G U 6 3 / U 5 R C G M D U R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG U 365 D36 G/C G MU RM M G / G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M D3 D UG 5U RM CR G D UG M G C / M 5 G 6 U 6 U 3 C G U D M / 5 G / D G R U R 3 C D G D 5UG 65U R /CR G UG 65 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 R 36 3 / G M G U U 5 R C G U 6 3 / G 3 D G U M R M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 36 /C G/ U MU D3 D G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D G 65U 36 /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M G U 6 3 U 5 R C G M / D R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG U 365 D36 G/C M G G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M D3 D UG 5U M G C / M 5 6 U 6 3 / G U C G U D / 5 G D G R U R 3 C M 5 6 D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG M RM D G 5U 65 CR / R 36 3 / G M U U 5 R C G U 6 3 / G 3 D G U M M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 36 /C G/ U G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 6 3 / G U C M 5 G D R R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG M G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M D3 G / M C G U G 5 6 C / U 5 D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG RM RM D G R 36 3 / G M U U 5 R C G U 6 3 / G 3 D M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 6 3 U C 5 G D R R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U M G U 6 3 U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G / M G 5 6 C / U 5 D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG RM R 36 3 / G M U 5 R C G U 6 3 / G M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 5 R C G D R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D M G U 6 3 U C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG G / M G 5 6 C / D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 R 36 3 / G M U 5 R C G U 6 3 / G M D 5 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D U G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 5 D R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U C G / G 5 6 C / D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C R 36 3 / G M U 5 R C G U 6 3 / G M D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U M M 5 6 C R C G U 6 3 / G U

D

events

www.crmug.com and the weekly D365UG/CRMUG Event Guide emails are your best sources for the latest D365UG/CRMUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting D365UG/CRMUG event.

Customer Engagement Online Deployment-Week 8

October 9 Putting It All Together with Power BI October 12 Study Group - MB2-715 Certification: Dynamics 365

Customer Engagement Online Deployment-Review Topic

November 14 Partner Engagement November 14 19 Ways to Supercharge Your Marketing Planning

for 2019 (CMA)

December 12 Partner Engagement December 12 How to Create Great Content that Breaks

Through the Webiverse Clutter (CMA)

CRMUG Summit Phoenix

Webinars

Chapter Meetings

October 2 Truly Meaningful Metrics: Unlock CRM ROI October 2 SEO Series - New Trends in On-Page SEO (CMA) October 5 Study Group - MB2-715 Certification: Dynamics 365

October 3 Manchester, UK November 7 Seattle, WA November 8 Fort Lauderdale, FL November 8 Jacksonville, FL November 8 Orlando, FL November 8 Tampa, FL November 13 Pittsburgh, PA November 14 Portland, OR November 14 Washington, DC November 14 Houston, TX November 15 Reston, VA November 15 Cincinnati, OH November 20 Chattanooga, TN November 21 London, UK

October 15-18

8 | D365UG/CRMUG Magazine

2018 Collaborate Canada Cities

November November November November November

5 Vancouver, BC 8 Calgary, AB 13 Montreal, QC 15 Ottawa, ON 20 Toronto, ON

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UG RM RM D G 5U 65 CR /C UG U 36 D3 G/C UG MU RM D3 G D 5UG 65U R 5U 65 CR /C UG U 36 D3 G/ UG M RM D G 5U 65 R /C G U 65 36 /C G M D D U 36 D3 G/ UG M RM D G 5U 65 CR /C G U 365 3 G/C UG MU RM D3 G D UG 5U R /CR 5U 65 C /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 3 /C G MU M D 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U R /CR G 5U 65 CR /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 36 /C G MU M D3 D 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 5U R /CR G UG 5U 65 C /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 3 /C G MU M D3 D 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U R /CR G UG 65 U G U 65 R /C G U 6 3 / G M U D 5 U M D3 D U 65 C /C UG U 36 3 G/ G M RM D C 5 D 36 D3 G/ UG RM RM D G 5U 65 CR /C UG U 365 D3 G/C UG MU RM D3 G D UG 65U R /CR G UG 65 36 5U 65 CR /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 36 /C G MU M D3 D UG 5U D U G D / 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 3 G/C G MU RM D3 D UG 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UG RM RM D G 5U 65 CR R 36 3 / G M U U 5 R C G U 6 3 / G 3 D G U M M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 36 /C G/ G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 6 3 / G U C 5 G D R R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG M G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M G / M C G U G 5 6 C / U 5 D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG RM RM D G R 36 3 / G M U U 5 R C G U 6 3 / G 3 M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM /CR G UG 65 G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D U 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members welcome to our new members

Welcome to the new Members who have invested in D365UG/CRMUG User and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire D365UG/CRMUG community as they share their knowledge and experiences.

New User Members

Amplifier Research

First Info Tech

Maison Birks

BMW Group

GLOCK, Inc.

Boral Industries

Gorilla Glue

Montgomery County Dayton Ohio

Braun Intertec

Hogan Assessment Systems

Build-A-Bear Workshop, Inc.

Burr Oak Tool, Inc.

City of Guelph

Electrolock, Inc.

Fairfax County Government - Dept. of Info Tech

Federal Home Loan Bank of Chicago

Adage Technologies

Alnamic

CloudFronts

Codec Dss

10 | D365UG/CRMUG Magazine

Hooker Furniture Corporation

IMT Corporation

Domino’s Pizza Group PLC Inland Truck Parts Company

Drägerwerk AG & Co. KGaA JDRF International Proto Labs, Inc.

Jisc

Providence St. Joseph Health

KapStone Paper and Packaging Corp

Karndean Designflooring Australia

Kneip Communication S.A.

New Partner Members

Crestwood Associates L.L.C.

DQ Global

Dynamic Netsoft Technologies (FZC) National Council of Behavioral Health

New Belgium Brewing Co. Inc.

Nutrabolt

Omniparts Automotive

Open Doors UK&I

Radio Engineering Industries, Inc.

Elev8 Solutions

Netsmartz, LLC

Rangeline Solutions

Tasklet Factory

San Francisco Housing Authority

Secure Energy Services

Stelco, Inc.

Technical Standards and Safety Authority

Thompson Machinery

VitaCost

Wakefield-Vette

Warrior Met Coal

WASH Multifamily Laundry Systems, LLC

Washington State Department of Ecology

Richard Jay Laundry Xanatek, Inc.

SAG Services AG

Technical Sales Development

TopLine Strategies

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G/ 36 3 / G M U 5 R D 5U 65 C /C UG MU 36 D3 G/ UG M D

news

c h a p t e r

Washington, DC, Reston, VA, and Richmond, VA chapters support each other through and through

In the DMV (Washington, DC, Maryland, and Virginia) area, there are multiple D365UG/CRMUG chapters working together to provide the best User community around! Two years ago, these three chapters teamed up to start planning meetings together. This has opened the doors for the chapter leaders to share their struggles and discuss solutions with other volunteers.

One change the chapters made was to start planning the meetings for all three chapters in the same week. This makes it easier to ensure that no two meetings compete against each other and also allows Members to decide which meeting content is the best for them.

12 | D365UG/CRMUG Magazine

ne w s

Chapters

UNITE!

story by Kylie Kiser, CRMUG® User Member

LEFT: 2017 DMV regional chapter meeting

Last August, all three chapters came together for an epic regional chapter meeting! This meeting was hosted at ARC (a Microsoft Dynamics 365 and Customer Relationship Management Customer) and was a full-day event. The second annual DMV regional chapter meeting took place on August 15.

This was a full day of great speakers and networking, plus a wine tasting!

This past summer, the Reston and DC Chapters planned a summer social and took in a Washington Nationals baseball game. This was a fun event for meeting other local D365UG/CRMUG professionals and enjoying an afternoon in the sun!

Get more info about your chapter at www.crmug.com/chapter and check out the DMV chapters via the resources on the next page.

CHAPTER

WEBSITE

TWITTER

Q3 2018

Q4 2018

Richmond, VA

CRMUG.com/Richmond

#CRMUGrVA

11/13/18

Washington, DC

CRMUG.com/Washington

#CRMUGDC

Regional Chapter Meeting in Arlington, VA 8/15/2018

Reston, VA

CRMUG.com/Reston

#CRMUGReston

11/14/18

11/15/18

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ABOVE: 2017 CRMUGDC Q2 2018 chapter meeting

More About Regional Chapter Meetings

Have you heard about Regional Chapter Meetings (RCM) yet?

They’re happening in the U.S. across each of our User Groups.

Three CRMUG® RCMs have taken place in the Dakotas, the Northeast, and Tennessee.

RCMs are full-day events, including educational sessions, networking opportunities, and sponsor presentations. With multiple local chapters combining efforts for these events, the content and knowledge shared have been amazing. Collaboration with local chapter leaders and guidance from chapter managers have made each event successful.

Refreshments and facilities are funded by sponsors, and without their support, these RCMs wouldn’t be possible. Thank you to the following sponsors!

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ABOVE: DC and Reston chapter Members enjoy a baseball

summer social

THE DAKOTAS

NORTHEAST Partner contributors for content include: C5 Insight, Cobalt, and Kaskela Solutions, Inc.

TENNESSEE

H2 2018 | 13

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Nine-time Microsoft MVP and worldclass Dynamics 365 Developer,

TANGUY TOUZARD

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The Tenacious Mind Behind How XrmToolBox Came to Be Intro by Gus Gonzalez Each one of us has a handful of momentous events in our Microsoft Dynamics 365 careers.

Regardless of role, each one of us can pinpoint those moments quickly. For example, if you are a User, maybe you remember exactly the day you learned how to create your own personal views, or the day you learned to create your own dashboards. If you are an admin, maybe that event was the day you completed your CRM Admin Black Belt training.

I also have been through events like these, and there is a momentous event in my career where I leaped forward in terms of how effective I could be as Dynamics professional, and in terms of how much more I could get accomplished every day, every week, every project.

The interesting part of that event is that I made that leap due to the amazing work of a selfless community involved on a project called XrmToolBox. The XrmToolBox started like many other great ideas and products. It started with someone frustrated thinking, “there must be a better way to do this!”. That frustrated professional was a CRM developer from France named Tanguy Touzard.

Tanguy decided to spend hours, and days, and weekends of his own time to create a variety of tools that made his life easier as a Dynamics CRM developer, and then against any “business common sense,” he decided to give away those tools to all of us—the Dynamics 365 community—for free.

Other developers around the world decided to follow suit and released their own applications and tools to the community for free, and the XrmToolBox was born to enclose all of these on what represents the ultimate Dynamics Professional Utility Belt. And I say Dynamics Professional because there are tools on the XrmToolBox for everyone: admins, consultants, developers, and even salespeople!

A few years ago I had the opportunity to travel to Paris and spend the day with Tanguy.

Not only is he an excellent tour guide, but he also shared some behind-the-scenes details regarding how the XrmToolBox operates, and the amazing steps he goes through to ensure that it remains a free asset for the community.

There is so much we can talk about when it comes to XrmToolBox, but you probably want to hear it from its creator.

story by Tanguy Touzard, MVP and CRMUG® Member As a Microsoft Dynamics 365 developer, I have always tried to avoid spending too much time on boring and repetitive tasks or on tasks that require a complete knowledge of a technical aspect of the product. This was particularly true for first versions of the product, known as Microsoft Business Solutions Customer Relationship Management.

As soon as I start working on anything, I wonder, “how can I improve my productivity for this task?”. My first thought was to search over the internet to find advices or tools that could help me to achieve this task.

But in those days, the community was not as vibrant as it is today, and there were only one or two tools out there which were very specific to some configuration task.

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“No solution found? Do it yourself!” This is how I started to write my first tools. At first, I did it only to help me improve my work. But quickly I thought that something that helped me could also help other consultants and developers that work on the same application. Fortunately, my employer allowed me to distribute my tools. This is how I started to share my work with the community. It was Microsoft Dynamics CRM 4.0. Some of the tools I was distributing include: Config Manager (to add menu items and action buttons without dealing with XML writing), Bulk Delete Launcher (to run bulk delete, only available through API), and View Layout Replicator (to replicate a layout on multiple views instead of updating them by hand one by one).

The same tools were upgraded to be used against Dynamics CRM 2011, and new tools came to reach more than 10 tools. Moreover, each tool was published with its source code on CodePlex. This allowed the community to report bugs and discuss new features they would like to see on my tools. This was a major step to improve the overall quality of the tools and even find ideas for new tools.

But there were too many tools, and it was not so easy to make them discoverable enough so that the community was aware of their existence. I tried to create new tools within a master tool. It was called Solution Extender, but it was not a success.

I needed a solution that was extensible, that allowed me to connect to any Dynamics CRM deployment so that I could focus only on developing tool features. They are now called plugins, not tools anymore, as the tool will be what we know now as XrmToolBox. It is now really easy to find and add new plugins since XrmToolBox presents a list of the plugins available.

It quickly became one of the tools to use when working with Dynamics CRM since more than 20 tools were available. The extensibility was not perfect, but it was good enough to attract other developers that wanted to develop their own plugins and distribute them along with my own plugins in XrmToolBox. As I did not want to take responsibility of other developers’ plugins, I needed to find a way to allow them to distribute their plugins themselves.

The solution was to create a kind of app store (even if nothing is to be bought in XrmToolBox) that would use NuGet’s packages distribution solution. So, I added a new feature called Plugins Store where anyone could browse and find available plugins shared directly by developers. It really made XrmToolBox the main tool to use as many developers added their plugins in the Plugins Store, getting us up to more than 70 plugins.

The problem with quantity is it rarely comes with quality. Developers could distribute their plugins using the NuGet platform, but I did not have any control over what plugins were available in Plugins Store.

So, Plugins Store started to list plugins like “my first plugin” or “test plugin”, which were plugins that were just tests from some developers. That started to become a mess.

As I started to work with Adxstudio and then Dynamics portals a few months ago, I thought it would be nice and fun to manage which plugins are available in Plugins Store in a Dynamics 365 customer engagement organization and create some Dynamics portals OData flow that would be consumed by the Plugins Store. So, I started my own personal project to combine Dynamics 365 CE (Customer Engagement) with Dynamics Portal to allow a developer to submit their plugins. This way, I would have control to validate a plugin before it is displayed in Plugins Store.

Moreover, I added the possibility to rate plugins in the XrmToolBox portal. This allows Users to rate plugins and let developers know what people think about their plugins.

This is how XrmToolBox is working now, after 10 years of tools development! And this is what made me a Microsoft MVP. What amazed me the most is how universal XrmToolBox became in the Dynamics community. Many people talk about it at conferences or on webinars, write articles on their blog, and XrmToolBox even became a skill required for some job offers. I almost feel like it does not belong to me anymore. Like Anakin Skywalker said: “What have I done?!”

D365UG/CRMUG

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...with D365UG/CRMUG Members We reached out to User and Partner Members on the Open Forum at crmug.com and asked them to share and elaborate on their favorite tools in Microsoft Dynamics CRM and why. Here’s what we learned‌

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Wayne Wittman CRM Administrator MiTek Industries, Inc.

Besides the XrmToolBox? Three items come to mind:

»» Level up for Dynamics CRM: This has saved me a lot of time collecting information from CRM forms and data.

»» CRM REST Builder from Jason Lattimer: This is a very handy tool for building REST API calls.

»» PowerShell: With the CRM Web API, this is what I used for a good bit of my integration and ad-hoc data updates.

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Edrei Mpanduki CRM Technical Analyst Fender Musical Instruments, Inc.

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Todd Mercer Dynamics CRM Technical Lead MD Financial Management

I like Jason Lattimer’s CRM Workflow Utilities (https://github. com/jlattimer/CRM-Email-Workflow-Utilities). It gives you the ability to send email to all members of a queue or team among other CRM email actions.

I’ll go with an OOTB tool already in Microsoft Dynamics 365 (and past versions of Microsoft Dynamics CRM!), which is the Performance Center. Pressing CRTL+ALT+Q will launch it and allow you to get statistics on the different components loading on your forms. When paired up with Fiddler, it makes for a great onetwo punch on triaging form performance issues.​

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Philip Frederick Technical Consultant TrellisPoint, LLC

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Nelson Johnson Solution Architect BroadPoint Technologies, Inc.

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Janet Thomas Principle Architect MCA Connect

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Aaron Back Senior Dynamics 365 Consultant ACE Microtechnology

Workflow Elements from Kaskela Solutions solves so many different shortcomings in building workflows. For example, the ability to generate an HTML table of many records in an email. In addition, it gives you the ability to update a date field more than 24 months in the future or update a record using data from an unrelated entity.

Besides the fabulous XrmToolBox (especially the View Replicators plugin), my favorite is one that is not working in V9 anymore: CRM Customization Tool For Excel.

Even though there is a similar plugin for creating attributes in XrmToolBox, I just love the layout and advanced features of this one. It has saved me hundreds of hours. If anyone knows how to reach the author to see if he will upgrade for V9, please do or let me know how to!

I believe there is an echo happening on the XrmToolBox phrase! Besides the XrmToolBox, there is the “Dynamics 365 Workflow Tools” from Demian Raschkovan (https:// github.com/demianrasko/D ynamics-365-Workf low-Tools).

There are more than 60 workflow options in this solution!

Mine is easily the XrmToolBox. It makes CRM administration so much easier with all the different tools available.

Other than that, I am a huge fan of Scribe, KingswaySoft, or COZYROC. These all make it so much easier to create/update/migrate data in a supported way for both online and on-prem environments.

I’ve had far too many headaches with Microsoft Dynamics CRM’s OOTB data import wizard. These tools are significantly better!

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t&t

TIPS & TRICKS

XrmToolBox: View Layout Replicator story by Kylie Kiser, Financial Services Firm, User Member

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ne of my favorite tools in the XrmToolBox is the View Layout Replicator. This allows you to take the columns and column widths from one view and copy to another view. This is useful in a few situations: »» Creating a new entity: You have built a slick new custom entity with lots of fields. You want to adjust all the views to look the same. With the View Layout Replicator, you can update one view and then copy these changes to all the others.

PRO TIP: Always match your Default view with the Quick Find view. This will ensure that when Users search, the columns don’t change or “jump around” when results are displayed. »» New fields added: You add a new field to the entity, and it needs to be visible in all existing views. Add to one, then copy this layout to all the others. »» Picky User controlling your views: A cool feature of the View Layout Replicator is that you can copy from an Advanced Find View (meaning it does not need to be a System View). So, you could allow a User to create the view they want and then use the tool to copy all the details. This will ensure that you get the column spacing just right.

Now, let’s walk through how to use the tool step by step. Let’s look at the case where you have an existing entity, and you are adding columns to a view.

Let’s edit the My Active Accounts view by adding additional columns such as more address information. You can also change your column widths, move columns around, etc. When it looks fabulous, Save and Close then Publish your changes.

Now we are ready for the magic to happen.

Copy in XrmToolBox Launch XrmToolBox. If you do not have it yet, you can download it at www.xrmtoolbox.com. Connect to your organization (the environment where you created the solution and modified the view).

Then open the View Layout Replicator tool.

Modify Your View Inside of CRM To start we will create a solution with the view you want to edit/ copy and the view you want to copy the columns to. Here we created a solution with the Account Default Public View and the Quick Find View.

When the tool loads, the first thing you need to do is click Load Entities. This will pull in the data from your connected Organization that is needed to move forward.

You will now see all the entities in our system on the left-hand side. For this example, we will select Account to see the views on the Account entity.

20 | D365UG/CRMUG Magazine

The Source Views area (top right) is the view you want to copy; in our example it’s My Active Accounts. When selected, you will see the columns for that view to verify you have selected the correct view.

Target Views (bottom right) allows you to choose one or more views to copy this layout to. We will select My Active Accounts on the Top and Quick Find Active Accounts on the bottom. Note the columns being displayed include the additional address columns (State, Zip) that we added to the view originally.

TIP: If you are not seeing the expected columns, make sure you have Saved and Published your changes to the Source View in your organization, then try again.

If columns look good and you have selected all your Target Views, then it’s time to pull the trigger! Click Save Views and then Publish Entity. This will make all the changes in your organization. When the publish completes, you can refresh your environment and see your handiwork.

Next Steps Now you can go back to your CRM environment and review the magical results! Navigate to the Accounts area and check out the column on the My Active Accounts view. Now search. Verify the columns don’t change (i.e. they match your My Active Accounts view). Celebrate!

If possible, it’s best to do this in a development environment. This allows you to test the tool and perfect your views before releasing to all Users. To do this: Create your solution and include all the edited views. Use the XrmToolBox in the development environment to make the changes. After these are published, you can export the solution you created previously and import into your other environments.

Now the next time someone asks for a change to all views, you can make it in just a few minutes!

D365UG/CRMUG Kylie Kiser works at a financial services firm. She can be reached at Kylie.kiser@ricedelman.com.

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story by Tabetha Sheaver

s a speaker at Focus 2018, my goal was to help others avoid experiencing the same frustrations that I did throughout all the CRM projects I’ve been part of in my career.

With the best intentions, I recommended a session about “policies” because policies had burned me time after time in the past. When that topic was selected, I realized for the first time, right then and there, that I now had to talk about policies for 90 full minutes!

I panicked. First, because I’m not a lawyer with expertise on workplace and business law. And second, because talking about policies for 90 minutes—an hour and a half, the length of time most people will sit for a comedy movie—seemed insanely boring, even to me.

Then I got stuck! I racked my brain for how to make it interesting. For something that had burned me so many times, I could come up with only one small, unimpressive story about not getting approval from a low-level manager before communicating directly to his team. Nothing earthshattering, no outrageouscan-you-believe-it situations, no moving circumstances to tug at the heartstrings.

And no visuals. If there’s one thing they teach you as a CRMUG® speaker, it’s to use visuals on your slides instead of words because they provide instant recognition and greater emotional impact on your audience.

For example, using an image of an open hand to set in your audience’s mind that there are five points to define a particular point. (I know I don’t look at thumbs the same way anymore.) So I started doing research, looking for images to use to convey the huge cost implications related to policies. There had to be something out there, an infographic showing the statistics of legal costs associated with poor application of a good retention policy.

That’s where I stopped. Who was I kidding? I could cram my talk with the most appropriate data out there, but it was already clear to me I was hurtling toward the level of dry, droning tedium of that teacher taking attendance in “Ferris Bueller’s Day Off ”. There was no way to make standing up and explaining corporate policy failures fun.

Fun… Fun…That was it!

I hate sitting in lectures. But I like doing things. I decided I would have to do something different.

Thinking back to the 90-minute comedy movie, I asked myself, “How can I make this fun?” Rather than just speaking at a seated group in an auditorium, I wanted to actually involve them all in an activity. I thought at first of a game. But assuming many of the attendees were like me—independent, impatient, competitive—I decided to have a competition.

With a cash prize.

At Focus, once I got in front of the audience and announced I wouldn’t be talking at them for the next 90 minutes, many were relieved. Some laughed. Some leaned in, intrigued…because everybody loves a cash prize.

I had their attention.

I split the attendees into two groups and instructed them to collaborate for 30 minutes. Their goal: Come

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up with a list of all the policies and procedures they each wish they had known—the things they’d been burned by in the past and wanted to educate others on—and then present their group’s list in a FUN way, whether a skit or cheer or rap or interpretive dance. They just couldn’t stand up and read a list.

There was a moment then, a tense moment, where the air got thin, and I thought everyone had stopped breathing…especially me, as panic set in, and I thought for sure this was when I was going to see everybody get up and walk out.

But everybody started moving onto their teams and talking. And laughing.

I let out the breath I realized only then I’d been holding. My audience was connecting. They were collaborating and learning from each other. They were having FUN—and they were learning!

Both groups came up with amazing content. The first group compared the experience of going through an implementation or through a system upgrade to being in a band—with everything from a conductor to sheet music—and likened the experience to finding your rhythm as a group to produce beautiful music together. It was a powerful metaphor, for sure.

But the team that won the $100 cash prize, they wrote a letter to their CRM. Not a Customer complaint letter or an appeal letter. A Dear John letter, a breakup letter: Dear CRM, We’ve been in this relationship for more than seven years.

I need to take ownership of this complicated situation. We went through the counselor for up-front training, but you are not following the ongoing processes to improve our feedback loop. This is ROT‑ing (Redundant, Outdated, and Trivial data) me from the inside out. I don’t feel secure or supported. This feels more like an automatic business process instead of a fun engaging relationship. Let’s get back to complying with the counselor’s documentation: working on our communication, and retaining continuity, or we are never going to recover from this disaster. CRM, we love you. We don’t want this to come to an end. But honestly CRM—It’s NOT me, it’s you!

Love, System Admin The underlined items were the key learnings presented in the session.

Give this a try with your own policies and procedures. Make a list, and find a clever way to present it. It will allow your brain to see it all from a different angle, and maybe point you to some solutions to current or future problems. And it will likely create some connection and camaraderie as my group did in our Focus session.

If I do say so myself, the meeting was a perfect intersection of all that Dynamic Communities represents: sharing, learning, fun, and community. I hope to see you at Summit, but be warned: If you come to any of my sessions, there’s a good chance you’ll be asked to team up with some strangers and do some thinking.

And probably sing or dance.

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RM R G D G 5U 65 /C G / D G U U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ 36 3 / G M U 5 R D 5U 65 CR /C UG MU 36 D3 G/ UG M G UG M R D G 5U 65 CR /C U /C / U M 3 D G U M R R CR G UG 65 36 /C G/ U M M C U 5 U MU D36 D3 G UG RM R G D G / U M D G D 5UG 65U CR /CR G UG 3 36 3 / G M D 5U 65 CR /C UG MU 36 D G UG M R D G 5U /C / U M 3 D G C G U 6 3 D

feature

24 | D365UG/CRMUG Magazine

story by Jerry Weinstock, Microsoft Dynamics CRM MVP, CRM Innovation LLC, Partner Member

A

ndrew Butenko, Aiden Kaskela, Jason Lattimer, and Demian Raschkovan are the heroes of Microsoft Dynamics 365 Custom Workflow Extensions.

They each have donated hundreds of hours of their own time to the community to freely share their custom code.

Coincidentally, they have each carved out their unique area of extension functionality to complement and supplement the missing elements of the Dynamics CRM Workflow processes. These Workflow enhancements are easy to implement. They are available as managed solutions to import into your Dynamics CRM Online or On-premises system.

Andrew Butenko ULTIMATE WORKFLOW TOOLKIT https://butenko.pro/category/ultimate-workflow-toolkit/

Aiden Kaskela WORKFLOW ELEMENTS https://kaskelasolutions.com/

Jason Lattimer NUMERIC WORKFLOW UTILITIES https://github.com/jlattimer/CRM-Numeric-Workflow-Utilities/releases/tag/v2.2.0.0 STRING WORKFLOW UTILITIES https://github.com/jlattimer/CRM-String-Workflow-Utilities/releases/tag/v2.3.0.0 DATE TIME WORKFLOW UTILITIES https://github.com/jlattimer/CRM-DateTime-Workflow-Utilities NOTE WORKFLOW UTILITIES https://github.com/jlattimer/CRM-Note-Workflow-Utilities/releases/tag/v2.1.0.0 EMAIL WORKFLOW UTILITIES https://github.com/jlattimer/CRM-Email-Workflow-Utilities/releases/tag/v2.3.0.0

Demian Raschovan DYNAMICS 365 WORKFLOW TOOLS https://github.com/demianrasko/Dynamics-365-Workflow-Tools For a full list of functionalities made possible by these toolkits, visit Jerry’s full blog post at www.crminnovation.com/blog/workflow-heroes.

H2 2018 | 25

t&t

TIPS & TRICKS

Shared XrmToolBox Controls: Entities List View story by Jim Novak, Technical Architect at Futurez Consulting, Partner Member

I

’ve had an active interest in XrmToolBox plugins for a while now, as evidenced by my recent posts. It’s a powerful toolkit for developers and admins and a great way for those unfamiliar to learn a bit about the platform. I use the XrmToolBox regularly on multiple projects, I’ve dug into the code for several plugins, and I’ve built a few of my own plugins. As a developer, I can build a plugin that solves a particular problem my team might encounter, and I have an audience with which I can share plugins and code. This community feedback ultimately improves my plugin contribution and my knowledge of the platform!

Starting a new plugin is fairly straightforward, especially with the latest Visual Studio template provided by Tanguy Touzard, the XrmToolBox head honcho. Check out his latest documentation and download Visual Studio 2017 templates here: www.xrmtoolbox. com/documentation/for-developers/create-your-own-pluginfor-xrmtoolbox/. With the template, you get a base plugin class, a base plugin control, examples on handling async events, service connections, and more. Overall, it’s really cool stuff, and in a very short time, your own plugin is up and running.

party components in our projects: Build things once and leverage them across solutions. You can save time with new development and fixing issues while providing common patterns for both developers and end Users.

So why not do the same with XrmToolBox User interface components?

A Candidate?

One common element that I see in XrmToolBox plugins dealing with the metadata services is rendering a list of Entities for the User. For example, in my TypeScript Helper Class Utility plugin, the primary User control is a list of Entities with a few columns showing EntityMetadata details. From this list, you check Entities for which you would like to generate the TypeScript templates. Reviewing other XrmToolBox plugins, I quickly found similar User interface models, such as with the View Transfer Tool and View Layout Replicator.

These two plugins have an almost identical ListView providing a list of Entities for the User to select. Once an Entity is selected, the righthand pane loads a list of Views for the selected Entity.

This is a perfect example of where a shared User interface

Sharing Code and Functionality I have created two plugins and have some ideas for others on which I am actively working. While using other developers’ plugins, I often see similarities on general design and User interface elements.

Plugins might want to query a list of records, retrieve a list of entity metadata, or present some text editing capabilities for Microsoft Dynamics CRM resources. Like most developers, I do my best to avoid duplicate code within a project, between projects in the same solution, and across multiple solutions.

That’s why we see lots of helper classes, shared assemblies, or third26 | D365UG/CRMUG Magazine

component would be very useful. Rather than duplicating the code for each project, we could encapsulate this functionality into a reusable User control.

Shared Entity List View With my TypeScript Helper Class Utility, I already wrote some code which loads Entities for the connection into a ListView, similar to the View Transfer and Layout Replicator plugins above. In fact, I leveraged some of the code provided by Tanguy to sort my ListView properly. With this code, I provide some additional toolbar items filtering, sorting, and checking list items. So as a first attempt at shared User interface components for the XrmToolBox, I decided to package this functionality into a self-contained User control that can be referenced in another XrmToolBox project.

Building reusable components is a great idea, but I had to immediately step back and think about what would be useful to myself and other developers with this control. Based on what I already built with my plugin, I decided on the following primary features: »» Provide a self-contained User control that loads a list of Entities for the parent plugin connection »» Allow sorting and filtering the Entities list »» Allow multiple selection of Entities »» Expose the currently selected and list of check Entities to the parent plugin »» Expose the list of all loaded Entities to the parent plugin »» Expose some common events to the parent plugin I created a new XrmToolBox plugin project and pulled in the pieces required by the Entities List View functionality. Starting with the XrmToolBox plugin template made things easy with the included references and NuGet packages. The User interface elements in my new User control consisted of the ListView control, the toolbar and Entities List related command buttons, the code behind that loads the Entities, and some additional helper classes.

I created an additional XrmToolBox project as a test bed that allows testing the exposed events, lists of objects, and general functionality of the Entities List View control.

Within my test container plugin, you can see the ListView of Entities that looks much the same as the Typescript Helper Class Utility plugin. In the middle panel, I bound the selected Entity in the list to the Property Grid control so you can view the selected Entity details. The exposed object is the full EntityMetadata object retrieved with the SDK metadata call. I had considered exposing only an EntityReference but decided on the EntityMetadata for the first

iteration. In the far-right panel, I am logging the events that have been exposed on the control where you can see initialization and all of the selection change events.

Next Steps Overall, this seems to be working fairly well with my first bit of testing. I need to complete more thorough testing around making service calls and leveraging the parent plugin control WorkAsync objects. I am also completing wiring up the events and additional methods and properties for the parent plugin control. For example, I would like to allow configuring which properties are displayed as columns in the grid and additional action methods such as prefiltering the list on load.

I will follow up with another post once I complete these tasks with some additional details. I am going to also post the code and documentation on the control interface on GitHub for everyone to review and hopefully use in their own projects. Longer term, I plan on building a few other reusable controls for XrmToolBox plugin developers.

In the meantime, I would really like to hear what features would be useful for the initial and following releases. I developed this control based on my use of the XrmToolBox and experience developing plugins, so I definitely appreciate hearing what might be useful for other developers.

D365UG/CRMUG This article was first posted as a blog at www.futurezconsulting. com/2018/07/09/shared-xrmtoolbox-controls-entities-list-view/. To see more details, including code, please read Novak’s latest post at www.futurezconsulting.com/2018/07/16/release-entities-list-controlxrmtoolbox/ .

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story by Gus Gonzalez, Senior Solution Architect and CEO at Elev8 Solutions, Partner Member

W

e work in an industry surrounded by professionals constantly looking for ways to be more effective, and there are several ways in which we can become more effective as professionals. We can learn new skills by attending training or presentations delivered by industry experts. We also become more effective by learning lessons and best practices over time as we do our jobs. But if I look back at moments in my career where I “leaped” immediately in terms of effectiveness, they almost always belong to discovering a new app or tool out there. For example, I think I can split my functional consultant/solution architect career into two stages, the pre-XrmToolBox and the post-XrmToolBox stages.

Yes, a new tool or app can be THAT important for how effective we can be at doing our jobs as Microsoft Dynamics 365 Professionals.

Now this article is not about XrmToolBox; most of you reading this know about this amazing solution. If you haven’t discovered this incredible suite of solutions, see the XrmToolBox article included in this issue.

The solution of app I’m here to talk about is one of my favorite Dynamics 365 free apps in the world. It was created by Microsoft, and it’s called Organization Insights.

You see, my job is to implement effective Dynamics 365 solutions. You might be wondering, “What’s an effective Dynamics 365 solution?” Well, let me explain: To me, an effective Dynamics 365 solution is a solution that is adopted by the Users it was intended for in the first place, and how do you get a solution adopted

by Users? You implement a solution that focuses on their business objectives rather than technology. Business objectives are typically very simple; examples include “improve cross-team collaboration” or “get better at identifying and qualifying leads”. They also exist on the Customer service side, including “increase first call resolution rates” or “improve and simplify access to knowledge”.

Let’s take a salesperson, for example: How do we create an effective solution for a salesperson? We implement a solution that allows them to sell more. How do we enable Users to sell more with the time they have? We focus on solutions that make it easier for them to acquire Customers, deliver products or services those Customers buy from the organization, and not only retain those Customers, but also help extend the relationship you have with them (i.e. grows the “share of wallet” within the Customer organization).

But the Dynamics 365 solution alone will not deliver the maximum value. Salespeople will be able to perhaps reach more prospects and Customers, and they will automate some tasks that required manual work before, but they won’t sell more if they continue to offer products and services that Customers don’t want or need. So ultimately, to implement an effective solution, you need to implement a solution for your Customers’ customers.

Okay, so we understand that we need to implement effective Dynamics 365 solutions, and that effective solutions are those that are adopted by Users, but the next question is: How do you know your Users have adopted your solution? How many of you can accurately determine the User adoption rate within your organization? Sure, you look around and people are entering data, maybe if you are an admin you see tickets come in, and some people ask questions once in a while, but can you really know who is using Dynamics 365? And how much are they using it?

But if I look back at moments in my

career where I “leaped” immediately

in terms of effectiveness, they almost always belong to discovering a new app or tool out there.

H2 2018 | 29

It’s tough.

Well, it’s tough if you don’t use the right tools.

We use tools to track utilization, we create our own User adoption dashboards where we monitor how many records (i.e. phone calls, appointments, leads, opportunities, etc.) are created by Users, but there are always a few Users who do more “reading” than entering data or “writing” into Dynamics 365, so how do you measure that?

In the past, organizations have implemented scripts or plugins that capture information every time a record is opened so we can determine what Users are doing with the records, but these scripts are costly in terms of performance. They are the perfect example of architecting for functionality and not for performance, one of the biggest mistakes a solution architect or implementer can make.

Now here is news for some of you reading this article: Microsoft has been collecting “User adoption data” for years. They collect the data for a variety of purposes, with the main purpose to improve the quality of service of Dynamics 365 Online. They also analyze traffic patterns and access to information and detect bottlenecks that could cause bad User experiences due to performance. And I think that in the future another side of this data is that it could be audited to determine if an organization has violated their licensing agreement. As of now, Dynamics 365 Online licensing restrictions are only based on an honor system and not enforced by technical restrictions, so that means that an organization that acquired a bunch of team member licenses and is not currently controlling what those Users have access to could end up in trouble in the future because Microsoft sees everything. I haven’t heard of a single instance where this data was used to penalize licensing infractions, so that leads me to believe Microsoft is not auditing the data for this purpose…or are they?

Granted, they don’t see the data that you access; they only track access at the database level. They know you are accessing a table that matches an entity that is not included on your license restrictions, for example, but they cannot see the actual data. All Dynamics 365 data is encrypted at REST. We can talk more about licensing in a future article.

Organization insights gives you, the Customer, the opportunity to see these insights. And again, these insights include data regarding usage, activity, and quality of service for Dynamics 365 Online.

You can see a plethora of valuable information: You can set a date range and see how many active Users you actually had during that time, you can see the total API calls made, plugin executions, and amazing summaries regarding who your most active Users were, or failures to execute by plugin. This is information that most people struggle to obtain otherwise but would need when trying to troubleshoot where the problems are.

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You can get a breakdown of access by entity and type of access, too (yes, that includes Reads)!

There’s data about workflow execution, storage space, performance…the list goes on and on!

And did I mention that it’s free?

You can download this amazing app from AppSource. It has been out for a couple of years now, and it’s amazing. You will also find a 20+ page User guide on AppSource.

Once you install this app, the data is immediately available, and your effectiveness to increase the value and adoption of your Dynamics 365 solution will dramatically increase.

D365UG/CRMUG Gus Gonzalez, a seven-time Microsoft MVP and CRMUG® All Star, is a senior solution architect and CEO at Elev8 Solutions, a world-class Microsoft Dynamics 365 implementation Partner. You can follow Gus on Twitter @GusGonzalez2. He is also the host of the CRM MVP Podcast, available in iTunes, Google Play Store, and everywhere else podcasts are available.

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Director of Information Systems | Big Brothers Big Sisters of Canada

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Malcolm McAuley

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Who do you follow on social media right now and why?

The list is rather long. There are so many great sources of information out there—from Microsoft Dynamics Users themselves, to many of the MVPs (shout-out to my countryman Nick Doelman who often has great content), to various hashtags. I try to set aside a half hour or so a couple of times a week to review social media (LinkedIn and Twitter are my go-tos) and rarely do I end a session of that without learning at least one new thing—usually several.

What is on your desk?

My coffee cup—always. Various styles of pens even though I really only like one kind. Two notepads, one for phone calls/meetings that captures my notes (which I curse because a notepad doesn’t have a very functional search button!), and a list of “Things to Read” —from books to articles to webpages. If it’s of interest, it lands on the list.

MEMBER SINCE 2014 VOLUNTEER PROFILE Presenter Programming Committees

What is your favorite CRM tool?

Advanced Find, hands down. I know some people despise the tool, but it’s so incredibly powerful. I’m a huge believer and advocate for making informed decisions, and Advanced Find (or filtering of views and charts…I sort of lump these all together) is so fabulous for giving me a method for digging into the data. Nerdy is the new cool…at least in my world.

What do you do when you’re not at work?

Sports—nothing formal anymore, but I love playing baseball or hockey with my kids. I coach their hockey team, and I’m genuinely unsure who enjoys the ice time more. Golf, though I don’t do it regularly enough. And trying to keep physically active as much as I can.

SIG Leader Chapter Leader Sapphire Award Winner

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Emerald Award Winner

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What is the best advice you’ve ever received?

It sounds so cliché, but “you can do anything you set your mind to”. Time and time again I come to realize there is so much truth in that. It’s truly amazing what a human can do if they focus their energy.

What is your favorite volunteer activity in the CRMUG® community and why?

That’s tough. Lately, I’m REALLY loving the role of moderating the Panel Discussion series and am extremely grateful for that opportunity. I look forward to them to the point I get excited when I look at my calendar for the week and see one coming up. I also really enjoy presenting. I’ve done several sessions at Summit as well as other conferences and just love telling a story and sharing knowledge. My biggest preface to any session is that I’m not there as an “expert”; I’m there to share my story. For anyone who is thinking about sharing but feels nervous, just step outside your comfort zone and do it because here’s the thing: If you’re sharing your experience and your insights and your thoughts, they are all yours, and you can’t get that wrong! There is SO MUCH value in hearing how others work through their work, or the lens from which they view situations that helps to broaden our horizons and push us to be better. Knowing that my story/thoughts/insights might be that for someone else is pretty awesome.

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Partner Showcase

BROOK HOY

JIM RUSSO

COMPANY Salesgenie.com/Infogroup

INTERVIEWEES Brook Hoy, Director of Product & Client Strategy; Jim Russo, General Manager

WEBSITES www.infogroup.com and www.salesgenie.com

HEADQUARTERS Papillion, Nebraska

PRODUCTS SUPPORTED Microsoft Dynamics CRM and Microsoft Dynamics 365

34 | D365UG/CRMUG Magazine nfogroup is a big data, analytics, and marketing services provider that delivers best-in-class data-driven Customercentric technology solutions. Their data and software-as-a-service (DaaS and SaaS) offerings help clients of all sizes, from small companies to FORTUNE 100TM enterprises, increase their sales and Customer loyalty.

Infogroup has worked for several years in the Salesforce.com market, and in 2015, shifted gears to focus heavily on providing solutions for Microsoft Dynamics CRM and Microsoft Dynamics 365. Salesgenie is one such solution, and another is set to release this October at Summit Phoenix for Dynamics Users. Let’s get to know a little more about this company, shall we?

I

D365UG/CRMUG: Why did your attention shift from Salesforce to Microsoft Dynamics CRM over the past decade?

Brook Hoy (BH): In 2015 we integrated our lead generation tool Salesgenie with Microsoft Dynamics CRM to help meet the evolving needs of our clients. We quickly realized how robust and User friendly the Dynamics platform was and decided this was a new channel that we wanted to be a part of in terms of promoting our products.

After we deployed our initial Dynamics integration, we started attending Dynamics events like Focus and Summit. While attending the shows we met other similar Microsoft Partners and realized what a close-knit community this really was and what a great time it was to be part of, especially with the recent roll-out of the Dynamics 365 platform. We feel this is a great opportunity to expand our product reach and be part of an exciting community.

Jim Russo (JR): One of the first things I did when I came to Infogroup was to run down the Dynamics channel faster. In my experience, this market is and has already proved to be a great community and platform to be a part of.

D365UG/CRMUG: How do your product(s) and solution(s) help this community?

BH: We genuinely believe that our solutions for Dynamics will solve the dirty data problem that plagues CRMs, and it will be a game changer within the Dynamics community.

Our first product available within Dynamics is Salesgenie, a lead-generation tool designed for sales and marketing. It helps sales professionals initiate targeted prospecting right from their desk or mobile device.

Salesgenie is part of the company Infogroup, who has been compiling their own proprietary data on more than 245 million individuals and more than 25 million businesses since 1972, which is distributed in real-time to our clients.

Getting access to this data through Salesgenie and the Salesgenie mobile app is an easy way for salespeople to find the most accurate and targeted leads using a simple User interface embedded within Dynamics CRM.

D365UG/CRMUG: Can you explain how this works within Dynamics?

BH: We’ve embedded our technology directly into the sales tab within Dynamics CRM, allowing Dynamics Users to seamlessly get access to our Salesgenie application. This tightly knit integration allows Users to transfer new prospects to their leads section with the click of a button, eliminating any manual entry. With our mobile app, Users can leverage their GPS to locate nearby businesses and quickly add them to Dynamics CRM.

“Salesgenie has been a key part of our overall roll-out of Dynamics 365 across our sales organization. It provides us with a powerful lead generation tool that tightly integrates with our CRM allowing our associates to spend more time driving new business and focusing on the continual growth of Aflac. They were not only extremely helpful in getting the integration set up, but also the launch and implementation of the platform. Being able to deliver all of the Salesgenie data insight directly into our CRM works to increase adoption and eliminates unnecessary manual input, which ultimately results in a more efficient and profitable CRM application for Aflac.”

April Stewart, Market Consultant at AFLAC

D365UG/CRMUG: With GDPR top of mind these days, how do you compile your data given the newer regulations?

BH: Currently we offer only U.S. and Canadian data within our application; there are no European contacts. And to ensure data accuracy, we compile our data from thousands of sources and signals, including directories, public sources, annual reports, company websites, and news feeds. We validate it by phone, verifying each record at least once a year from our Papillion, Nebraska call center.

D365UG/CRMUG: I understand Users have something pretty exciting to look forward to coming from Infogroup this year. Can you share a bit more detail on this development?

BH: Yes, definitely! We’re developing a new product called Enhance for Dynamics which will be centered around enrichment and cleansing of a client’s data within their CRM. For years, we’ve had clients ask us to help solve their problems with data integrity within their CRM, the dirty data problem. Companies have always struggled with the enormous amount of bad data within their CRM and trying to make sense of what is accurate and what isn’t. Our new product solves this dilemma by enhancing and cleansing every record that lives within their CRM. This new product allows Dynamics Users to keep their data up to date and accurate with real-time updates using Infogroup data.

We will be officially releasing Enhance for Dynamics in October

at Summit in Phoenix, so we’re excited to show the Dynamics community a new solution to help maintain the data integrity within their Dynamics CRM solution.

D365UG/CRMUG: With experience in other markets, what do you like most about D365UG/CRMUG and getting involved in the group?

JR: We have really enjoyed being part of the CRMUG® community.

The online forums have been a great resource for us in regard to the challenges Users are facing and the available solutions offered by other Partners. It helps us understand the community better, which in return helps us build better products that solve their immediate problems.

There is also a level of familiarity amongst the group and its leaders, which is so nice to see. It creates a sense of stickiness and promotes engagement and interest.

BH: Agreed! With the events we’ve attended you can really get a sense of the comradery and friendship that exist with all the Partners and ISVs. It reassures us that Dynamics 365 is the right place for us and our products right now. D365UG/CRMUG has such a strong community with a big city, small-town feel to it with people willing to help each other out. That is definitely not the case D365UG/CRMUG elsewhere!

H2 2018 | 35

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MEMBER PROFILE

MEMBER Melita Bouchet

COMPANY MGroup

JOB ROLE Marketing Manager and CRM Technologist

MEMBER SINCE 2015

VOLUNTEER PROFILE 2017 Sapphire Award Winner

Presenter

Chapter Leader

36 | D365UG/CRMUG Magazine

Humans of When you’re not at work, what are you doing?

I am a wife and mom of three boys, so I jump from the office to the soccer field, band concerts, and swim lessons daily. I am also a member of the Junior Service League of LaGrange and recently competed in the local dragon boat race benefiting Harmony House, a local domestic abuse prevention organization (www.harmonyhousega.org). I am a complete NERD, so I am constantly taking classes and learning new programs and ways to integrate things with our Microsoft Dynamics 365 programs at my company.

What hobby would you get into if time and money weren’t issues?

I would love to travel the world, specifically taking images so that I could create scrapbooks of my trips. I’d take my kids with me, and we’d learn about the history of the world in person. First stop would be Malta, which is where my name came from: In the King James Version of the Bible it says “Melita”, and in other versions it’s “Malta”, so I’d love to see “my island”.

What are some small things that make your day better?

I have some great co-workers who are quick to leave a card, a Post-it® Note, or a vinyl decal on my desk or Surface Book to let me know I matter or to have a good day. Those small gestures make my day brighter. Bigger things that let me know I matter are when someone you are training gets the concept, or someone lets you know the tip or trick you shared made a difference for them. I think feedback is huge in making each day better.

What is your favorite go-to tool within Microsoft Dynamics CRM?

Advanced Find is my hands down go-to tool. I use it daily and have made a little bit of a game out of trying to make it as detailed as possible when it queries. I am also slightly obsessed with Power BI at the moment and the integration with Dynamics that blows up the reporting and charting capabilities.

What do you appreciate most about the D365UG/CRMUG community?

I appreciate the community for so many things. The educational aspect of new ideas, training, and learning paths comes to mind, but more than that, the community of individuals is always encouraging me and pushing me to get more involved. I am constantly engaged in new tips and new things that are coming and new ways to get involved. We have such busy lives, and for me the community allows me to share tidbits or knowledge that I have with others. It’s a cycle of knowledge. Microsoft Dynamics is an ever-growing and changing program, and I love learning new things about it and then showing others how it can impact their sales, business, marketing, or even accounting teams in new and exciting ways.

For more information regarding membership, please visit www.crmug.com/join.

C

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Congratulations to Jimmy Summers from

Encompass Health for finding the logo on

page 26 of the H1 2018 issue of D365UG/

CRMUG Magazine.

Let’s play again! Hidden somewhere between

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find the

logo

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When you’ve found it, send an email

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only one place.

S

T

feature

the covers of this magazine is our D365UG/

CRMUG logo. Can you find it?

While our logo shows up throughout the

magazine in conventional spots, it’s hidden in

The Matrix of Privileges

26 | D365UG/CRMUG Magazine

to Logocontest@crmug.com with an

explanation of where and on what page it’s

at. We’ll choose a winner at random and will

highlight him/her in the next issue of the

magazine.

H2 2018 | 37

wordfind Congratulations to Diane Taylor of Synergy Credit Union for winning the H1 2018 Word Find. Your prize is in the mail. Below are 20 words and phrases that relate to the topics and theme in this issue of CRMUG® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backward, and forward. Submit your completed Word Find for a chance to win a gift certificate; simply scan and email your entry to Wordfind@crmug.com.

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VIEW LAYOUT REPLICATOR BULK EDITING CHAPTERS UNITE

J

U M U Y Z

XRMTOOLBOX

L

I

POWERAPPSUG FLOWUG CUSTOMER ENGAGEMENT CHANNEL MARKETING ALLIANCE SUMMIT PHOENIX TANGUY TOUZARD ALL STARS CUSTOM WORKFLOWS CRM TOOLS MELITA BOUCHET FETCHXML BUILDER CRMUG MYCOMMUNITY BRAY INTERNATIONAL DYNAMICS 365 APPSOURCE

H2 2018 | 39

t&t

TIPS & TRICKS

Bulk Workflows story by Malcolm McAuley, Big Brothers Big Sisters of Canada, User Member

H

ave you ever found yourself in a situation where you needed to run a workflow against thousands of records? Maybe an update to a field that was missed or shifting existing data to a newly created field that better fits your organization’s direction? If you have, then you’ve likely encountered the challenge of manually applying that workflow to those thousands of records 250 records at a time. Awful…and dreadfully time-consuming.

40 | D365UG/CRMUG Magazine

I understand that there are a couple of options on the market to help with this. Years ago, I found a free solution: the Bulk Workflow Executor from Gap Consulting. It’s a quick install, easy to use, and has saved me HOURS of time. *Note that while it says “…CRM 2015”, I continue to use it today in Microsoft Dynamics 365.

Figure 3 Figure 1 After the product has been installed, you can launch it from the Customizations area of Dynamics. Once loaded in a new tab, it provides several choices. You can set the mode to Execution or Cancel/ Resume (the form changes a bit when you select the latter as you are going to select the workflow job you wish to deal with).

If you select Execution, simply select the Entity, Workflow and System, or Personal View you wish to apply the workflow to (Figure 1).

Next, set some Throttling and Streaming settings (this allows you to ensure it’s not flooding your system jobs; you can set it to run only so many records at a time/ minute). These settings are wildly helpful as it means you can run this massive job over the course of a day without impacting your end Users (Figure 2).

Now this is a story all about how Your life can be flipped, turned upside down And we’d like to take a minute, just sit right there We’ll tell you how we became the preferred Customer Engagement partner everywhere In North Carolina built and raised In the office is where we spend most of our days Chilling out, maxing, working all cool And sharing our insight because we’re not fools When a couple of users whose experience was no good Started having trouble feeling misunderstood They began to think they might not be well paired And said “we’d like to work with the preferred partner everywhere” Want to hear the rest or learn more about us?

Get in touch:

Figure 2

www.interdynartis.com/fresh-crm | info@interdynartis.com

Then, start the job, sit back, and let it do its thing! Couldn’t be easier! You can monitor its progress as it works away (Figure 3).

Again, this has saved me hours of work.

If you opt to use it, I hope you have the same results!

D365UG/CRMUG Malcolm McAuley is national senior director, network development and member services of Big Brothers Big Sisters of Canada. He can be reached at Malcolm. mcauley@bigbrothersbigsisters.ca.

H2 2018 | 41

L A U N C H I N G

S E P T E M B E R

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WEBINAR

C SPEED READ Using FetchXML Builder and Other Tools to Investigate Data and Customize Views story by Jonas Rapp

­­J onas

Rapp

has

been

a

professional

developer for more than 20 years and has had full focus on the Dynamics 365/ CRM platform since 2009. While working in roles as lead developer and head of development, he has created numerous tools

to

facilitate

the

development,

customization, administration, and delivery processes of the platform. Many of these tools have been developed as open source, free community contributions, which has strongly contributed to his Microsoft Most Valuable Professional award. He can be

ustomizing views has been possible forever through customizations, and then through Advanced Find.

We do this all the time to tailor our systems and to personalize our experience.

Over the years, however, the capabilities of the query language in the Microsoft Dynamics 365 platform— FetchXML—have evolved at a higher pace than the User interface.

We now have a situation where we know what is theoretically possible, but we cannot access all those querying features. ...unless there was some free community driven tool, to investigate the data and even help us alter the underlying queries of views...

Another problem we may face is related to the “R” in “xRM”. We are dealing with relationships, and the information is stored in a relational database.

When setting up the system, you specify several options for the relationship behavior on each relation between entities. But as a User, it is not possible to see how the relationships are configured, so when performing actions on a record (delete, reassign, share, etc.), there is no way of knowing how that action affects related records in the system. ...unless there was some free community driven tool, to give us “previews” of which related records that are affected by an action on a record...

Luckily, these tools do exist.

In this session you will learn the dos and don’ts of altering view queries using FetchXML Builder for XrmToolBox, and you’ll see some common scenarios where altering view queries can provide more business relevant filtering of records.

You will also see a few other more- or less-known features of FetchXML Builder to make the experience fit your own tastes and needs.

To add even more value, we will use the View Designer tool where you, through tool-to-tool integration with FetchXML Builder, can change both the layout and the query of views.

In the second part of this session, you will learn how the new tool Related Records Analyzer can be used to investigate information hierarchies, depending on relationship behavior for various cascade configurations. You will see how to specify the relations you want to investigate and traverse from a single parent record through the information hierarchies of the matching relationship types.

Using this tool helps you understand why some records just cannot be deleted, which records that will follow when its parent is reassigned to another User, and many other practical implementations of the cascade options available in the platform.

D365UG/CRMUG This webinar speedread is a summary of the tips and tricks shared in “Use FetchXML Builder and Other XrmToolBox Tools to Customize Views and Investigate Data” delivered by Jonas Rapp during the Virtual Summer Camp event in August. Members may view the full webinar recording at www.crmug.com/engage/recordings (search for D365UG Virtual Summer Camp).

reached at Jonas@jonasrapp.net.

H2 2018 | 43

D

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feature

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Tracking Data Usage at the Record Level

story by Scott Golightly, JourneyTEAM, CRMUG® Partner Member

F

or many organizations, their Microsoft Dynamics 365 instance represents a major investment of time and resources as they try to make it the centerpiece of their Customer interactions. They want to get a good return on their investment, so they look to ensure that Users are entering data and using the system to help with daily tasks.

With the goal of getting better Customer insights and increasing revenue, the organization is looking to optimize the usage of its Microsoft Dynamics CRM system. There are many ways to measure how much data you are collecting and if the Users are using the system. One way to get an overall view of a system is to use the Attribute Usage Inspector plugin for XrmToolBox. This plugin will let you know the overall usage for fields on an entity but won’t tell you anything about a specific record.

We recently had a client that had a requirement to figure out the percentage of fields in an entity that had data. Their sales are largely based on relationships between people and organizations, so they need to have as much data as possible to be able to find any relationships between contacts and accounts. They wanted to Figure 1: Attribute Usage Inspector see if they were capturing more data as records moved through the sales cycle as this would indicate that employees were entering data into and using the system. They were especially interested in opportunities that were about to close as they should have complete information about all the parties in the opportunity.

The first thing that we had to do was determine what data is significant to their business. Since they don’t send bulk emails or mass mailings, those fields wouldn’t be expected to be filled in. After a review of the standard and custom fields on the entities, we knew what to look for.

H2 2018 | 45

The next thing we needed to determine was how often to calculate the percentage of data filled in for the record. The two options were to run a process that would use the last modified date for the record to select the records that needed to be updated or to use a plugin to calculate the information as data in the record changes. We briefly investigated Azure Functions with a timer, but the client wanted the data updated as soon as possible, so we created a plugin that runs asynchronously after a record is created or updated.

For each entity that we wanted to calculate the percentage of data filled in, we modified the entity to have a field to store the result of the calculation. We then registered the plugin to create and update messages on that entity. We used the plugin configuration to pass in a string with information about each entity like the list of fields to use in the calculation and the name of the field to store the result in.

The plugin would retrieve the full set of fields for the entity and then perform the simple calculation to get the percentage, and then, if the value had changed, to update the entity.

The final step for us was to create a view that could be assigned to some of the managers that included the information that they wanted to determine if a User was entering data consistently. This included identifying information about the entity, the User that is the owner of the record, and our calculated field. With this information, the manager can gain a greater understanding of who is using the system and to what extent they are entering data.

This view with test data shows how the information about the percentage of data filled in on the record can be used to find both those records that have been filled out and those that should have more data.

D365UG/CRMUG Scott Golightly is a developer at JourneyTEAM and has been working with Microsoft Dynamics CRM since version 4.0. He can be reached at Scott.golightly@journeyteam.com.

Figure 2: Typical Sales Pipeline

46 | D365UG/CRMUG Magazine

What Partners are up to…

Kari Foster, CMA Member, Journyx The Channel Marketing Alliance was formed to help Partners in the industry expand their sales and marketing expertise.

Check out all the amazing things they’ve been up to over the past few months…

Why did you choose to join the Channel Marketing Alliance (CMA)?

I heard about CMA during Summit Nashville and was very eager to join. Even though there are lots of resources out there, I wanted to be part of a very special group of people in the channel who have their own set of challenges and hear what is working for them and to collaborate on ideas.

The Channel Marketing Alliance Powered by Dynamic Communities

The Channel Marketing Alliance powered by Dynamic Communities is the one source that channel marketers and channel Partners rely on for fresh marketing ideas, tools, training, strategies, templates, discussion forums, and much more.

It’s free, and we invite you to join our alliance and start collaborating with your peers today! Visit https://www.channelmarketingalliance.com to learn more and join.

What benefits have you experienced?

I’ve personally benefitted from the discussion forum. Having the ability to ask specific questions and getting feedback from other marketers have been great.

For example, I’ve posted and received very useful information on getting more Customer referrals, channel conferences, and lead generation—and received great responses! CMA has helped to facilitate that connection with other marketers and build those relationships.

What statement best describes CMA? CMA has been incredibly useful to me not just as a b2b marketer, but also as a channel marketer. Access to useful resources and education has been very helpful, including the webinars, library, case studies, discussion forum, and networking.

Why should others join CMA? I would encourage others to join CMA for the relationships you will build and the collaboration to generate great ideas!

Congratulations Genius Series Graduates: Class of 2017-2018 After nine months of programming and networking, we are excited to announce our 2018 Genius Series graduates!

Tara Grant (Jet Reports), Shawna Sharma (Qixas Group), Rod O’Connor (Briware Solutions), David Gersten (Bond Consulting Services), and Dale Haines (ImageTag) all successfully completed the program.

In addition to the knowledge shared in this class, this group of marketers has built a camaraderie that will help them continue to share ideas and best practices throughout their marketing careers in the Microsoft Dynamics channel.

H2 2018 | 47

What’s New on the D365UG/CRMUG Website I

f you haven’t visited your User Group website lately, you’re encouraged to pop in and take a look around! It has a brand-new layout and design and well as great new personalization features to help you quickly access the information that’s most important to you. The updates were based largely on feedback received from the community, so thank you for helping continually improve the site experience!

Over the years, the community has contributed loads and loads of helpful content to the site, including discussions, library items, recorded webinars, and more. To help you most easily sort through that valuable content to find the answers you’re seeking, we’ve added a search bar front and center at the top of the site. Begin your search here, and try using AND/OR operators and quotation marks to best target your search (example: Search for “CRMUG Summit” AND Phoenix to see everything related to this year’s awesome conference).

On the home page you’ll also find a feed of the latest discussions in the communities to which you belong. Toggle to Chapter Chatter to see only those discussions happening in your local chapter community(ies).

You’ll notice a couple new features on the home page, designed to help you explore the site’s content while also giving you easy access to the content most relevant to you. For upcoming webinars, you can toggle between the full list and only those for which you’re registered.

Speaking of chapters, be sure you’ve joined your local chapter community! We’ve added several features to help you easily stay in tune with what’s happening in your local area. On the home page, you’ll notice a quick link to the chapter community(ies) to which you belong alongside upcoming meetings for those chapters.

48 | D365UG/CRMUG Magazine

The chapters page has also been streamlined to show you, first and foremost, the discussion and meeting activity in your chapter(s) of interest, followed by a glimpse into what’s happening in all chapters around the globe.

If there’s not a chapter near you and you’d like to help get one started, please reach out to Chapterteam@dynamiccommunities.com.

With the restructuring of the site, we also tied crmug.com and axug.com more closely to the User Group for Microsoft Dynamics 365 at d365ug.com. Use the utility navigation at the very top of the page to move between these connected sites, if applicable.

When perusing d365ug.com, you’ll notice the site serves up content from crmug.com (including Dynamics for Marketing, Sales, Field Service, or CRM) and content from axug.com (including Dynamics for Operations, Talent, Retail, or AX), giving Dynamics 365 Users a single home to learn and share about the full suite of applications.

D365UG/CRMUG

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feature

50 | D365UG/CRMUG Magazine

story by Daryl LaBar, Capability Manager at PowerObjects, User Member

T

he XrmToolBox comes with tons of extremely useful plugins right out of the box, but with the addition of the Plugin Store, the number of “third-party” plugins has skyrocketed. In this article I hope to focus on three very useful plugins for system customizers (those that are responsible for defining attributes/relationships/views etc.) that must be downloaded from the store since they do not come by default in the base XrmToolBox install.

Attribute Manager The Attribute Manager, developed by me, has its roots in a plugin that was created back in 2012 for converting entity specific option set attributes into global option set attributes. It was later expanded to handle converting most any attribute to another attribute. Confused by what this means? Let’s walk through a couple example problems: Problem 1: Fixing the Dreaded “new_” prefix.

Microsoft Dynamics 365 will by default prefix the schema name of these attributes with “new_” rather than (assuming hypothetical company Xyz) “xyz_”. And since this is the database backing field, it can’t be updated. Have you ever asked someone to create a new attribute for an entity, and they created it with the “new_” prefix? And then to compound the problem they’ve added dependencies on it by adding it to three forms, 10 views, two workflows, four business rules, and a plugin registration step filter?

Problem 2: Requiring a “Yes/No” Option Set I’ve seen this issue pop up on countless projects. A customizer creates an “Are You Married?” attribute with two values, “Yes” and “No”, but with two value option sets, there is no way to require it on a form. It either has a default value of “Yes” or a default value of “No”, but there is no “Not Selected” option, and unfortunately, Dynamics 365 does not allow for changing a two-value option set to a normal option set with more than two values.

Problem 3: Satisfying OCD Tendencies There is a fine line between just being OCD and being a master Dynamics 365 craftsperson. Every Dynamics 365 implementation has attributes that are perhaps named incorrectly or maybe even spelled wrong. Sometimes there are regrets that an entity specific option set wasn’t a global option set, or that decimal really should have been an integer or money, etc.

To fix any of these problems, the attribute itself must be deleted (since the system does not allow these properties to be updated), and a new attribute with the desired properties must be created in its place.

To delete the attribute, all system dependencies would have to be removed. Not only does this include removing it from all forms, views, workflows, business rules, plugin registration step filters and images, and so on, but it also requires that the new attribute be re-added to these dependencies, exactly as it was before. This work is extremely time-consuming and extremely error-prone, but this is exactly what the Attribute Manager does, allowing attribute problems to be fixed that are normally too costly to be fixed.

Let’s walk through solving the first two problems since the second is just a specific instance of the third, but where there is a business reason for the change, not just OCD tendencies:

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Problem 1: Fixing the Dreaded “new_” prefix.

1 Select the entity the attribute is on 2 Select the attribute to be renamed 3 Optional – Choose to optionally migrate the data to

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migration of data should be mapped; since this is just a name change, this shouldn’t be required Rename the attribute The steps in 6 to the right will automatically be updated to reflect the required changes; you can choose to implement one at a time and test after each step, or leave them all checked and run in succession Click the “Execute Steps” button and the checked steps in 6 will be executed The steps that are being performed and the results will be outputted in the log

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Problem 2: Requiring a “Yes/ No” Option Set

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Once again, select the entity Then the attribute Now check “Convert Attribute Type” Since the name hasn’t changed, the steps now include a temporary attribute that everything is migrated to and then back again Select the “Attribute Type” as an already existing “Global Option Set” Select the “Option Set” Click “Execute Steps” to convert the two option set to a requirable “normal” option set

Limitations Like a scalpel, the Attribute Manager is a tool that can do incredible good as well as damage. Keep these limitations in mind: »»It can’t update/delete managed attributes. »»It works best in Dev. If something is wrong in Prod and in a(n): • Unmanaged Solution – The steps will need to be run in each environment before solutions that reference the change can be imported since Dynamics 365 isn’t prepared to handle an attribute’s type being different than expected.

• Managed Solution – A managed solution will need to be made at each step where an attribute is added or removed, and then all the solutions will need to be propagated, and the migration done with the tool or manually at each step. »» Not all attribute types/settings are supported. Like most plugins in the XTB, it is a work in progress, so submit bugs and feature requests to its GitHub via the XTB’s Help menu.

FetchXml/View Record Counter When working in Dynamics CRM Online environments, it can be surprisingly difficult to determine how many records of a particular entity exist if it is more than 5,000 since views and advanced finds will just display “1-250 of 5000+”. You could export it in Excel which can be a semi-lengthy process, but even then, you are limited to 100,000. But what if you are performing some action against all records, and you need to estimate how long it will take (say using the Attribute Manager and migrating the data for an attribute), and if there are 60,000 records it’s okay, but if there are 600,000 records, then the task can’t be completed in the allowed time frame? This is what the FetchXml/View Record Counter, developed by Baris Kanlica, was created for.

The Record Counter takes FetchXml (it defaults to giving you views, but you can always copy in the FetchXml by hand that’s been created via Advanced Find, or with the FetchXml Builder) and queries all records using the given criteria, in the fastest and most efficient methodology allowed by the Dynamics 365 API, returning the total count. It’s a very simple tool that provides very important information.

Like most plugins in the XTB, it is a work in progress, so submit bugs and feature requests to its GitHub via the XTB’s Help menu.

52 | D365UG/CRMUG Magazine

Let’s walk through the steps to get a count of all Accounts: 1 Click “Load Entities” 2 Select the entity to count 3 Select the view to use 4 Update or edit the Xml if needed (removing all attributes all but the id attribute and any outer joined linked entities is probably a good idea) 5 Click “Execute Count” 6 Wait to get the total count.

And that’s it! Hard to go wrong.

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Bulk Data Updater Within the course of most CRM projects, there comes a time when a new attribute needs to be added, but there are multiple possible default values that should be set, depending upon related data in the system. A very simple and direct manner for defining what these values should be is to create a workflow to set the value for a record, but unfortunately it is extremely time-consuming to trigger this workflow on more than 10,000 records, and creating a workflow can be time-consuming as well. Here is where the Bulk Data Updater, developed

by Jonas Rapp, comes in incredibly handy.

The Bulk Data Updater allows you to update multiple attributes to a particular value for a particular set of entities. You can use views, hand entered/copied fetch Xml, the Fetch Xml Builder (if you have the plugin installed), or even a file with fetch Xml, to define what records need to be updated.

Then you can configure what attributes to be updated, cleared, or touched (the value will be set to its current value, so it’s not changed, but will trigger plugins and workflows to run) and update the desired records. Bring on the visual!

1 Select the methodology to be used to determine what records to update

2 Click “Get records” to get a preview of what records will be affected

3 Add whatever attributes to be updated by selecting them one by one in the attribute drop-down 4 Select what should be done to the value; you can select a specific value or clear the value, or, for it to be set to its current value meaning, it won’t be changed, but any associated workflows/plugins will be triggered

5 Click “Add attribute” 6 Which is then added to the grid 7 Finally click “Update records” and watch as all the filtered entities’ attributes are updated accordingly.

Finally, as a reminder, all these plugins (and those in the XTB) are created by amazing people that give their time and talent to help the Dynamics 365 community. Consider giving back to these people by either saying thank you publicly or donating to their projects. Encouragement is always appreciated!

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Partner Showcase

COMPANY DynamicsSmartz, A Netsmartz Company

INTERVIEWEE Shawn Sauve, Director of Sales and Operations

WEBSITE www.dynamicssmartz.com

HEADQUARTERS Rochester, New York

LOCATIONS Rochester, New York, Boston, Massachusetts, Ontario, Norway, India, and Singapore

54 | D365UG/CRMUG Magazine hen it comes to IT solutions and services, Netsmartz is one of the best. Their existence started on September 29, 1999 with four creative and dedicated individuals. Today, they number more than 1,000, have eight global locations, and continue to be headquartered in Rochester, New York. Their services and solutions run the entire gamut of what a modern business could possibly need within the IT spectrum.

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D365UG/CRMUG: First, welcome to D365UG/ CRMUG membership!

Shawn Sauve (SS): Thank you! I personally have been involved with the User Group in my last position, and it was one of the first things I requested when I joined Netsmartz this year.

The D365UG is one of the most informative communities in the Microsoft Dynamics channel.

It encompasses a sense of community helping each other out, and that is what we are all about at Netsmartz, LLC.

D365UG/CRMUG: That’s great! Do you have some examples of how helping is a cornerstone at your business?

SS: Our partnerships are a great example of this.

We’ve empowered other Partners and freelance consultants who didn’t have the resources available so that they can do what they do best, which is design solutions for their clients. Netsmartz will do all the development work for new extensions, transition ISV products to Microsoft AppSource, and help build industry vertical solutions. We are also getting to be a popular resource for working directly with clients to migrate them to Dynamics 365. With both onshore and offshore resources, we can also make the cost of the project significantly less. Why not help the end User get what they need and save on costs while helping a fellow Partner in the channel?

D365UG/CRMUG: Where do you think this mantra stems from?

SS: Our two founders, Manipal Dhariwal and Manjeet Dhariwal, are the cornerstone of this success. They started the business in 1999 in Rochester, New York where the company is still headquartered today. The business was focused around servicing clients’ IT needs with a high level of Customer satisfaction. This delivery model grew the company to where we were able to set up a development center in Chandigarh, India to extend the offshore resource model and help clients save on costs.

In 2003, Netsmartz became a Microsoft Gold Certified Partner so we have been around a while. Recently, Microsoft identified us as a thought leader to our early commitment to help end User clients, Partners, and ISVs transition to the Dynamics 365 platform. It has been a challenging and exciting journey; however, our team’s commitment has proven that it is possible for the Dynamics community to make the shift.

This commitment for servicing our clients has helped Netsmartz evolve over the past 19 years from four people to now 1,000 employees. We focus on being fluid in the industry and strive to become the best service provider for our clients.

My own personal quote I use often is, “You can

run away from change, but it will eventually find you.” You must be agile and almost be looking for change so you can adapt to a bigger and better way of being successful in this fast-paced global market.

D365UG/CRMUG: That is some tremendous growth. What do your services and offerings entail today?

SS: Out of our group of companies, we have a Dynamics Division where we are obviously known for our development services (fixed bid, dedicated full-time, and on-demand resources) to help with implementations, migrations, integrations, and custom development projects. Netsmartz supports and services Microsoft Dynamics 365 (Dynamics CRM) and Microsoft Dynamics NAV (including Microsoft Dynamics 365 Business Central). We also provide Microsoft Dynamics AX contractors and have started to get clients migrating from Microsoft Dynamics GP and Microsoft Dynamics SL to the Business Central platform.

Netsmartz has resources onshore, nearshore, and offshore to help Partners, ISVs, and end User clients develop solutions or transition to the D365 platform while keeping the budget in mind. Budget is important to note, but I think a bigger advantage is our level of service commitment.

We are a Microsoft Direct CSP (Cloud Solutions Provider Tier 1), in the United States as well as in Canada. We have a few extensions published on Microsoft AppSource and have been recognized twice in the past couple months from Microsoft for our verticalized solutions on the Azure platform. We are now “Co-Sell Ready”, and Microsoft OCP field sales are helping to sell our products. That to me is a great accomplishment by our team that Microsoft recognizes the value of the product Netsmartz produces.

D365UG/CRMUG: Can you tell us more about those vertical solutions and how they help Users?

SS: CareSmartz helps the healthcare industry. It’s a complete end-to-

end solution that streamlines the operational management, billing, etc. of home-care businesses.

FiberSmartz helps the fiber industry. We rebuilt it on the Dynamics 365 platform. Microsoft has approved this solution for Microsoft salespeople to sell in the Azure market place. Telecom companies combine their pricing portals, sales orders, and commission applications. This folds into a larger solution we have for the telecom industry. We have been ramping up so we can help other ISVs bring their solutions to the market this fall.

D365UG/CRMUG: You have a lot of irons in the fire! Where is your primary focus now within the Dynamics Division?

SS: We spend a lot of time and resources to ensure our clients are current and aware of their options. Yes, there is change on the horizon for most everyone, and there is always some hesitation.

Our job is to help organizations through that change by educating and evaluating their needs, keeping in mind the long-term vision of digital transformation.

There are so many cool things happening with Dynamics 365 to help Users reduce costs, benefit from enhanced features, built-in integrations, datamining processes within CRM connectors, you name it! All these cool tools can be distracting. Businesses need to understand where they are in that process and get the full picture before making a step.

D365UG/CRMUG: Is there anything else you want the community to know about DynamicsSmartz?

SS: The brothers have built a great organization. The sincerity and dedication they have with their client base are the best I’ve ever seen.

It’s not just about driving growth; it’s about making sure clients are happy. Sanjay Agarwal, our COO, empowers our team internally to provide this level of service since Customer satisfaction is Netsmartz’s number one priority.

We look forward to bringing other Dynamics community Members along this digital transformation journey with DynamicsSmartz and D365UG/CRMUG the Netsmartz team.

H2 2018 | 55

t&t

TIPS & TRICKS

Four Important Customer Service Reminders story by Mariah Mays, AMC Technology, Partner Member

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Do you need the solution to implement post-call surveys or create a

efficient running business.

vendors so you don’t get distracted by features they may offer you.

Invest in your team

comparing it against each vendor will keep them all on an even

ith a little more communication and a few discovery tactics, you can increase your overall Customer service, make your

employees feel more empowered, and be on the road to a more

Your employees are often the only voice a Customer receives from your organization, so training them to interact with Customers in the appropriate tone for your business, but without making them come across too robotic, is the sweet spot you want to find.

First, encourage agents to illustrate their individuality by asking them unconventional questions about themselves and guide them through scenarios where they can casually add them into Customer interactions. When done correctly, this keeps agents from sticking solely to the Customer service scripts and makes for a more memorable interaction for the Customer.

Second, schedule regular training sessions for all employees on a variety of topics—from new software launches to soft-skill sessions like patience, empathy, and clear communication. This keeps them feeling empowered with their skills regardless of their experience level, and continued education increases overall employee job

single set of reports for easy decision making?

Keep the main goals in mind when speaking to and researching Creating a checklist of the features you’re most interested in and playing field for the reasons you’re shopping for a solution in the first place.

Implement Customer service as a business strategy Similarly, to upper management guessing what employees need to make their job easier, organizations often make assumptions about Customers’ overall opinion of their business.

So, it is important to first find out Customers’ actual opinions by implementing Customer service surveys, which will give decisionmakers accurate data. Based on the overall results of these surveys, create a Customer service vision that easily defines the type of Customer service you want to deliver, and reflects both who you are now and who you will aspire to be in the future.

Second, turn this vision into Customer service goals with

satisfaction.

anticipated results that can be reviewed periodically. Making sure

Choose the right software for your organization

ways to reach them is essential to success.

Before you head to Google, there are a few questions you should ask yourself about your organization. Consider what kind of calls your contact center takes: Do you receive solely inbound communication or outbound? Perhaps you need both? Do you only take and make phone calls, or do you have an omni-channel contact center?

After you’ve familiarized yourself with your agents and Customers’ needs, what goals do you have for the software you want to purchase?

56 | D365UG/CRMUG Magazine

everyone who impacts these goals is fully aware of their meaning and

Measure Before making any changes to your contact center, look at the key performance indicators (KPIs) you are currently using and interpret the information to see if it is still relevant to the way your organization operates today. Keep in mind that finding the right balance of metrics is essential because too much reporting can be just as ineffective as too little reporting.

So, it is important to first find out Customers’ actual opinions by implementing Customer service surveys, which will give decision-makers accurate data.

Once you’ve established the KPIs that are most important to your organization, benchmark where you currently are before implementing any changes. Be sure to continue incrementally looking at the reports and noting the dates when changes took place to see which may have had an impact on the results.

If this list seems somewhat intimidating, keep in mind two points. First, remember that every organization is different, and what works for you will be based on your requirements.

Second, seeing positive results could be a process of trial and

error. T ­ ry making one change at a time to see which has the most impact!

D365UG/CRMUG

This article was originally posted as a blog at www.amctechnology. com/its-never-too-late-to-create-a-world-class-contact-center-reachcustomer-service-excellence.

Mariah Mays is a marketing manager at AMC Technology. She can be reached at Mariah.mays@amctechnology.com.

Microsoft Fargo Executive Briefing Center

Unlock a world of insight Contact Scott Steinmetz, EBC Manager at scotstei@microsoft.com to schedule your visit!

H2 2018 | 57

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User Member Showcase

How to Do a Big-Bang Deployment of Microsoft Dynamics 365

COMPANY Bray International

INTERVIEWEE Hugh Konigsmark, Global CRM/ CPQ Director

PRODUCT VERSION Microsoft Dynamics 365 8.2

NUMBER OF USERS 700+

NUMBER OF LOCATIONS 82

HEADQUARTERS Houston, Texas

58 | D365UG/CRMUG Magazine

W

ith more than 30 years also linked Dynamics 365 with the CPQ and ERP

of continued success products as well to complete a full circle of data

and outstanding growth,

Bray International is a integration across the board.

manufacturer 365. Before D365, we had another CRM system

and distributor of flow control products. Bray has

that left gaps in what our sales team desired

become one of the premier quarter-turn butterfly

for their ease of use. We’re a Microsoft-based

valve, ball valve, and pneumatic and electric actuator

business, already leveraging Outlook, BI, and

manufacturers in the world. With global operations

SharePoint, so we looked for a product that was

in more than 40 countries, 82 sites, and more

familiar in that sense while meeting our global

than 700 Users, the company has developed a

requirements, and that product was Dynamics

fully integrated and innovative product line in

365,” Hugh shares.

global

“Patience is key,” he says.

“We have Infor CPQ, Infor LN, and Dynamics

the world’s largest and fastest growing economies.

The main driver of syncing their three systems

You may be surprised at Bray’s big-bang

was the need for unified business processes,

approach to deploying Microsoft Dynamics 365,

which allows Bray to see their data from every

yet these are the scalable times we live in!

side of the business. They have been very happy

There was and is a lot more to the deployment with Dynamics 365 because of the integration

process than that, and Hugh Konigsmark, global with Outlook and its mobile capabilities for field

CRM/CPQ director at Bray, takes it all in stride. employees.

When Hugh was first hired in 2016, he was

Not only did this global company deploy tasked with the project to streamline systems for

Dynamics 365, but their IT team of developers that unified approach. He conducted the research

and made the decision to proceed in December of 2016. In the first

tasks in the same way,” Hugh says. “In the end, it’s best to keep it

part of 2017, Bray completed migration and design integration of

consistent from a global perspective.”

their Dynamics 365 online environment. In October of 2017, they

Bray currently has no third-party add-ons, and they hope to keep

deployed Dynamics 365 globally. Because teams were familiar with

it as such moving forward. Their IT department is fully capable and

using CRM, they knew the basics, and training Users on Dynamics

has made some further integrations between Dynamics 365 and LN,

365 went smoothly by conducting online webinars.

so Bray remains self-sufficient in handling their IT needs.

In deploying their CPQ product, Bray is taking a phased approach at its 82 sites.

In addition to viewing patience as key in deployment, Hugh recommends keeping things as simple and standardized as possible.

“We identified areas and locations that had a unique issue so we

“It takes time to drive change. You can’t expect things to happen

could tailor their CPQ experience. In Mexico, for example, they

quickly, but before you know it, you’re doing things in a more

require multi-language, multi-currency deployment for distribution.

efficient and streamlined way,” adds Hugh.

In Canada they require multi-language, multi-currency deployment for a manufacturing experience,” Hugh explains.

Hugh has placed emphasis on using Dynamics 365 to understand their business tools across the organization. “This way, Users can

Hugh has spent the better part of this year traveling all over

start to see trends, analyze data, and even start forecasting for the

the globe for CPQ deployment, including Australia, Peru, and

future,” Hugh concludes. “If people are in the tool for those reasons,

Columbia. Next on the agenda is to cover Bray’s U.S. locations as

they get more used to it and can see the value coming out of it.”

well as Europe and Asia.

Transition has also been made easier through various User

He shares that he has learned something new at every location

Group resources. Hugh has encouraged his team to attend

yet reminds himself to keep in mind the end goal of creating a

webinars, check out local chapter meetings, and get involved at

global, unified experience.

Summit. Once their own deployment project is complete, Hugh

“What’s good for the goose ends up being good for the gander. As much as every location thinks it’s unique, they basically accomplish

looks forward to presenting the completed package to his local chapter.

D365UG/CRMUG

“It takes time to drive change. You can’t expect things to happen quickly, but before you know it, you’re doing things in a more efficient and streamlined way.”

H2 2018 | 59

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5UG 65U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D 5U 65 CR /C UG U 36 D3 G/ UG M RM D G 5U 65 R /C G U 65 36 /C G MU M D3 D UG 5U RM CR G UG 65 36 /C G/ U MU 3 D U C U D G 5 / D 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 3 G/C G MU RM D3 D UG 5U R CR G UG 65 36 /C G/ U M 3 D G U RM R G D G 5U 65 CR /C UG U 36 D3 G/ UG M RM D G U 65 R /C G U 65 36 /C G MU M D3 D UG 5U RM CR G UG 65 36 /C G/ U MU 3 D G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D G 65U /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 5 R C G U 6 3 / G M D R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65U CR /C UG U 365 D36 G M G G U 6 3 R U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G/ MU M D3 D UG 5U M G C / M 5 6 U 6 3 / U C G U D / 5 G D G R U R 3 C M D G D 5UG 65U R /CR G UG 65 36 /C G/ U M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 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/C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 6 3 U C 5 G D R R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 M G U 6 3 U C U 5 3 D G M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G UG 65 36 /C G / M G 5 6 C / U 5 D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 D3 G/ UG R 36 3 / G M U 5 R C G U 6 3 / G M D 5 6 C 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D UG 5U RM / G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 36 /C G/ U /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U 5 R C D R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ UG M RM M G U 6 3 U C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U CR /CR G U G / M G 5 6 C / D G U D R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G/C UG MU 36 R 36 3 / G M U 5 R C G U 6 3 / G M D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG MU RM D3 G D G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR G UG 65 3 /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M U D R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG MU 36 D3 G/ M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D3 G D 5UG 65U G / G 5 6 C / D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 65U 365 /C G R 36 3 / G M U 5 R C G U 6 3 / G M D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 D36 G/C UG M G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D UG 5U R /CR /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 / G M R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 CR /C UG M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ UG MU RM D G / G 5 6 C / D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U RM CR G D UG 36 3 / G M U 5 R C G U 6 3 / G M D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C UG U 365 G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU RM D G D U /C / U M 3 D G U M R D G 5U 65 CR /C G U 36 3 R CR G UG 65 36 /C G/ U M 3 D G U M R D G 5U 65 M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U 36 D3 G/ G / G 5 6 C D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 D UG 5U R 36 3 / G M U 5 R C G U 6 3 / G D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5U 65 CR /C G UG M R D G 5U 65 CR /C UG U 36 D3 G/ UG MU /C / U M 3 D G U M R D G 5U 65 CR /C G R CR G UG 65 36 /C G/ U M 3 D G U M R M G U 6 3 C U 5 M U MU D36 D3 G UG RM R G D G 5U 65 /CR /C UG U G / D G U R U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ MU M D3 36 3 / G M U 5 R C G U 6 D 5U 65 CR /C UG MU 36 D3 G/ UG M RM D G 5 G UG M R D G 5U 65 CR /C UG U 36 D3 /C / U M 3 D G U M R D G 5U 6 R CR G UG 65 36 /C G/ U M 3 D G M U 6 3 C U 5 U MU D36 D3 G UG RM R G D G 5U 65 / G / D G U U M D G D 5UG 65U CR /CR G UG 365 36 /C G/ 36 3 / G M U 5 R D 5U 6 C /C U MU 36 D3 G UG M D

learn

academy corner

Looking for additional training? Check out our Academy LIVE virtual training classes! Watch, learn, and participate with your personal instructor from the comfort of your own office. Half-day, full-day, and even multi-day courses are offered on a variety of topics that are sure to meet the needs of you and your company.

Classes are constantly being added to the schedule; visit www.crmug.com/academy for a full updated list along with course descriptions.

D365UG/CRMUG Conferences and Events

»» Collaborate Canada | www.collaboratecanada.com »» Power BI World Tour | www.pbiusergroup.com/pbiworldtour

D365UG/CRMUG Academy Administrator Black Belt On-Demand Series

The CRMUG® Administrator Black Belt Training Series is a structured, four-class online series for Microsoft Dynamics CRM administrators, super Users, and department heads. You can purchase the training one belt at a time or the whole series at once! Learn more at www.crmug.com/crmug/participate/academy/on-demand.

60 | D365UG/CRMUG Magazine

The List MOBILE Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Powered by Dynamic Communities

Table of Contents Industry.......................Page 62 Horizontal....................Page 63 Services.......................Page 65

The List from Dynamic Communities is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane.Olson@dynamiccommunities.com.

NOTE: Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

INDUSTRY

Industry Aerospace

Solver

Arbela Technologies

www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise.

Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Building Materials

Food and Beverage

k-eCommerce Solver www.k-eCommerce.com • 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Non-Profit Organizations

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Cross Industry Solution Datahaven for Dynamics www.datahaven4dynamics.com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Elevate HR, Inc. elevate-hr.com/ • 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application.

Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

KEY:

D365 Customer Engagement/CRM

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www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise.

Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Retail Blue Horseshoe

DATABASICS, Inc.

www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

www.data-basics.com • 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

Government Contracting

www.data-basics.com • 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

Life Sciences

www.k-eCommerce.com • 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Staffing/Recruiting

Solver

DATABASICS, Inc.

k-eCommerce

www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise.

Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Recruitment Accelerator Web-based recruiting mgmt, resume collection & on-boarding accelerator.

Wholesale Trade: Durable Goods

Pharmaceuticals k-eCommerce

Merit Solutions, Inc. Merit Solutions, Inc. www.maxlifesoftware.com • 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

Manufacturing

www.maxlifesoftware.com • 630-614-7133 MAXLife365 MAXLife365 is the leading digital platform for Biotech, Pharma, and Med Device companies that brings together traditional ERP, CRM, QMS, BI, and Document Management capabilities into one integrated solution.

www.k-eCommerce.com • 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Professional Services

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Dynamics AX

Dynamics GP

ConnectBooster www.connectbooster.com • 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled

Horizontal Analytics

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Halo BI www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com Jet Reports

DataSelf www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Billing

Solver www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise.

Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Compliance Binary Stream www.binarystream.com/GP-ARED 604-522-6300 Advanced Revenue and Expense Deferral (ARED) Efficiently and quickly receive payments from customers and gain control of your revenue and expense deferrals.

Budgeting

Solver www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise.

Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Business Intelligence

Credit Card/Check Processing

KEY:

D365 Customer Engagement/CRM

Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

ConnectBooster www.connectbooster.com • 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Dynamics AX

Dynamics GP

Encore Business Solutions www.swiftrm.com • 888-898-4330 SwiftRM Your express route to relationship management in the cloud! A pre-configured Dynamics CRM environment designed for ease of use and deployed in 3 days.

Priced on a per user/month basis, starting at $65.

www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365

Document Management Datahaven for Dynamics www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

E-commerce Vertical Lift Business Solutions Inc. www.verticalliftbsi.com • 416-848-0317 Vertical Lift Business Solutions Inc Get more value from your Dynamics CRM investment. We specialize in custom integrations, cloud migration and complex business scenarios. Call us for more info.

.

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

Visionary Software Consulting, Inc.

DataSelf www.dataself.com • 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

Customer Relationship Management

Blue Horseshoe

crm-rules.com • 877-276-1942 CRM Rules for Microsoft Dynamics CRM Add JavaScript to CRM forms w/o coding. More powerful than Business Rules.

Distribution Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

k-eCommerce www.k-eCommerce.com • 855-532-6663 k-eCommerce An innovative eCommerce solution fully integrated to your ERP, offering an omnichannel platform for B2B and B2C online stores deployed in our PCI-DSS 3.2 Level 1 certified cloud environment.

Online Trial Available

Mobile Enabled

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HORIZONTAL

ConnectBooster www.connectbooster.com • 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

www.jetreports.com • 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting.

Nodus Technologies, Inc. www.nodus.com/solutions/payment-processing/ 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal.

Electronic Document Delivery (Email)/Faxing

Occupational Health & Safety

Datahaven for Dynamics

Joesoftware Inc. www.joesoftware.com • 780-990-0220 Marshal Comprehensive QHSE application.

Incident management, employee safety data, training/certifications, jobsite hazard assessments, procedure automation and more. OHSA COR PIR compliant.

www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Portals

Solver www.solverglobal.com • 310-691-5300 Solver - BI360 Suite Available in cloud and on-premise.

Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Sales Tax

Expense Solutions

www.data-basics.com • 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

www.halobi.com • 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery.

Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com

System Enhancement Peak Engagement

DATABASICS, Inc.

Halo BI

peakengagement.com/peak-portals/ 855-458-3783 Peak Portals Peak Portals drives deeper engagement for brands by enabling multiple engagement channels through a web portal for Microsoft Dynamics. The solution is easy to set-up, intuitive to use and affordable for any business.

HR Management

Avalara, Inc. www.info.avalara.com/TheList • 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweeditable-crm-grid • 877-600-2253 EditAble CRM Grid for Microsoft Dynamics 365 Build advanced Dynamics 365 Sub-Grids with point-and-click configuration module and robust API.

Tax

Security

HORIZONTAL

FourVision HR Plus www.fourvision.com/ • 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution.

Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Invoicing Enhancement Binary Stream www.binarystream.com/GP-ARCB 604-522-6300 Advanced Recurring Contract Billing (ARCB) Get paid on time, every time with automated recurring invoicing and the ability to handle nearly any complex billing scenario such as subscription or consumption based and more.

Century Business Solutions www.ebizcharge.com/ • 888-500-7798 EBizCharge for Microsoft Dynamics Process payments in CRM, NAV, GP & AX using the secure payment gateway EBizCharge. Unlimited batch history and reports. Online bill pay portal.

The Portal Connector www.crmportalconnector.com/ • 705-726-2966 The Portal Connector for Dynamics CRM It’s easy to use and does not require developers to implement or manage.

Just drag and drop to build scalable, secure Portal Solutions!

Project Accounting Crowe www.crowe.com/services/performanceconsulting/crm/add-on-solutions/croweproject-management • 877-600-2253 Project Management for Microsoft Dynamics 365 Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.

Receivables Enhancement

ConnectBooster www.connectbooster.com • 877-733-6584 ConnectBooster We solve payments automation, accounts receivable, and accounting issues for Microsoft Dynamics customers.

Reporting Jet Reports www.jetreports.com • 503-455-4632 Jet Reports Data Solutions Flexible Reporting, Fast Analytics & Controlled Budgeting.

KEY:

D365 Customer Engagement/CRM

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Dynamics AX

Dynamics GP

Avalara, Inc.

Elevate HR, Inc. elevate-hr.com/ • 973-917-3230 Elevate HR Active Directory Integration (Azure & On-Prem) for Dynamics 365 & AX Auto create, sync, disable AD accounts for Employees, Vendors, Customers.

Time and Attendance

Supply Chain Management DATABASICS, Inc.

Arbela Technologies www.arbelatech.com • 949-291-4777 Arbela Technologies Whether in the enterprise or the cloud, on a mobile device or machine-to-machine, Arbela is a trusted advisor companies rely on to drive transformation & achieve strategic, financial & operational value.

Blue Horseshoe

Dynamics SL D365 Business Central/NAV

www.data-basics.com • 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

Travel Expense Management

DATABASICS, Inc.

www.bhsolutions.com • 317-573-2583 The Supply Chain Cloud for Dynamics 365 Gold Certified Enterprise Partner (ERP/ CRM) providing end-to-end implementation services and Industry Leading software to fully optimize your Supply Chain. See what's new in the Supply Chain Cloud for Dynamics 365.

Dynamics NAV

D365 Unified Operations/AX

www.info.avalara.com/TheList • 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

Dynamics CRM

www.data-basics.com • 800-599-0434 DATABASICS Time + Expense Easy-to-use time tracking & expense reporting software. Built-in business rules, mobile app, global localization.

Microsoft partner since 2004.

Online Trial Available

Mobile Enabled

Workflow / Notifications Datahaven for Dynamics www.datahaven4dynamics. com • 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workflow solution natively embedded–not simply integrated–throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Services Application Service Provider/Hosting

Njevity, Inc. www.njevitytogo.com • 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered

by Azure at www.PowerGPOnline.com.

Implementation Services

Amaxra, Inc www.amaxra.com/blog/seven-waysamaxra-can-supercharge-your-businessproductivity • 425-749-7471 Licensing Assessment See some ways to save money or better manage your Office 365/Dynamics 365 environment. And every new CRM customer will receive 2 months free per user of our new QuickHelp online training.

Manufacturing Implementation & Consulting

Sales Tax Management Service

Merit Solutions, Inc. www.rapid365erp.com • 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Avalara, Inc.

Marketing Planning & Services

www.info.avalara.com/TheList • 877-780-4848 Avalara Tax Compliance Automation Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types.

Social Media

Cloud Computing

Njevity, Inc. www.njevitytogo.com • 720-870-9700 Your Customers, Your Brand, Our Cloud Expertise NjevityToGo, the most trusted Cloud Partner of the Dynamics Community, provides our Partners Exceptional Cloud Experiences. Also, check out our amazing new SaaS offering powered

by Azure at www.PowerGPOnline.com.

HR & Payroll Implementation & Consulting

Amaxra, Inc https://appsource.microsoft.com/en-us/ marketplace/consulting-services/amaxra. amxr-d365-rpdstart • 425-749-7471 CRM/Dynamics 365 Implementation Microsoft Gold Partner. An out-of-thebox CRM won’t make your business successful. It’s the planning and configuration that makes the difference between little impact and achieving a significant return on investment.

D365 Customer Engagement/CRM

www.thepartnermarketinggroup.com 734-425-7414 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help fill your sales pipeline.

www.marketingmonarchs.com/ • 6172566178 Social Media Services Social Media Marketing bureau that works with partners to: overcome their digital marketing challenges, leverage the power of social platforms, maximize their social footprint, and ultimately drive more leads.

Training

International Software Systems intlsoftwaresystems.com/ • 714-379-0545 Success Is in the Details Decades implementing ERP from Great Plains to Microsoft Dynamics GP

www.tornado-marketing.com • 608-520-0772 Marketing Consulting Boost your sales with high-impact marketing & persuasive messaging.

Work with industry veteran Adrianne Machina on website, content, & strategy.

Member Organizations

International Software Systems intlsoftwaresystems.com/ • 714-379-0545 Success Is in the Details Personalized on-site or remote training.

In English, French & Spanish!

ERP Software Blog Merit Solutions, Inc. www.rapid365erp.com • 630-614-7133 Rapid365 Rapid365 is a pre-configured and best practices deployment of Microsoft Dynamics 365. Forget traditional 12-month multi-million dollar projects - Rapid365 enables companies to go live with less time, risk, and spend.

Dynamics AX

Dynamics GP

www.groupbloggers.com • 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Optimum www.optimum.co.uk • 877-406-6078 Microsoft Dynamics EndUser Training Solutions Optimum design, develop & deliver bespoke Microsoft Dynamics end-user training programs for implementation & upgrade projects around the world.

Online Trial Available

Mobile Enabled

H2 2018 | 65

SERVICES

KEY:

The Partner Marketing Group

Tornado Marketing, Inc.

FourVision HR Plus www.fourvision.com/ • 914-873-0040 FourVision D365 for Talent Extensions FourVision Talent Apps extend the D365 for Talent providing a full HCM solution.

Example apps include Timesheets Plus, Leave & Absence, Employee Self Service, HR Document Mgmt and much more.

Marketing Monarchs

Merit Solutions, Inc.

Upgrades

International Software Systems intlsoftwaresystems.com/ • 714-379-0545 Success Is in the Details 100s of successful Microsoft Dynamics GP upgrades–It’s what we do best!

www.meritsolutions.com/upgrade-me/ 630-614-7133 Upgrade365 Upgrade365 enables Microsoft Dynamics AX 2009 and 2012 users to more quickly and cost-effectively upgrade to Microsoft Dynamics 365 for Finance and Operations.

Writing/Documentation Services The Partner Marketing Group www.thepartnermarketinggroup.com 734-425-7414 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Tired of wandering the expo floor trying to find the solutions you or your customers need?

The List now includes Microsoft-focused events so you can easily find the solutions you’re looking for on the expo floor!

If you are looking for a specific solution, The List can help you find it!

1. Bookmark www.thelistmobile.com on your mobile device 2. Identify the Industry/Horizontal/Service need you have (or better yet, use the keyword search) 3. Click on the Filter Options (+ button) to see the events

SERVICES

4. Click on the event icon to see which solutions are at that event’s expo

KEY:

D365 Customer Engagement/CRM

66 | D365UG/CRMUG Magazine

Dynamics AX

Dynamics GP

Dynamics NAV

D365 Unified Operations/AX

Dynamics SL D365 Business Central/NAV

Dynamics CRM

Online Trial Available

Mobile Enabled