Author: Jesper Osgaard

Microsoft Certified Associate, Dynamics 365 (Marketing, Sales, Customer Service, App Maker)

Virtual Entities – Relationships

In my post Virtual Entities I walked through the steps of creating a Virtual Entity using the data source "http://services.odata.org/V4/OData/OData.svc" Another open data source is "http://api.purdue.io/odata" (publicly accessible), which lets us leverage a 1:n relationship that exists between (course-) subjects and courses in that provider to create and relate two virtual entities. So if I … Continue reading Virtual Entities – Relationships →

Virtual Entities Demo Solution

In a previous blog post Virtual Entities I listed the steps to create a Virtual Entity. Demo Solution To test a virtual entity you can Create a Dynamics 365 free trial Download and import the demo solution used in the above mentioned blog post Please go here to get the link to the trial page … Continue reading Virtual Entities Demo Solution →

The New Customer Service Hub in Dynamics 365

The new Customer Service Hub in Microsoft Dynamics 365 is optimized for the Customer service module. It is a focused, interactive interface, designed to simplify your day-to-day job. To navigate to the new Customer Service Hub simply expand the Dynamics 365 app chooser in the upper left corner of Dynamics 365, and click Customer Service … Continue reading The New Customer Service Hub in Dynamics 365 →

Virtual Entities

Interact with data from external systems using the new virtual entities Starting with the July 2017 Update for Dynamics 365 (online), virtual entities enable the integration of data residing in external systems by seamlessly representing that data as entities in Dynamics 365, without replication of data and often without custom coding. Virtual entities replace previous … Continue reading Virtual Entities →

Comparing the New Dynamics 365 for Sales, Business edition

In the upcoming release, we’re very excited to introduce Dynamics 365 for Sales, Business edition The Business edition application is built on the Dynamics 365 for Sales, Enterprise edition application that existing Dynamics 365 customers are familiar with, but the new Sales application is optimized for small-to-medium-sized businesses. Actually Dynamics 365 for Sales, Business edition … Continue reading Comparing the New Dynamics 365 for Sales, Business edition →

Dynamics 365 LinkedIn Integration

LinkedIn and Microsoft Dynamics 365 (CRM) are world leading sales tools and now they come together, to help you save time toggling back and forth between your Dynamics 365 (CRM) and LinkedIn Sales Navigator, and to focus on what matters most—selling. The LinkedIn Sales Navigator for Microsoft Dynamics 365 (CRM) is designed to create a … Continue reading Dynamics 365 LinkedIn Integration →

Understand your business relationships with the Relationship Assistant in Dynamics 365

The Relationship Assistant is part of a new suite of features called Relationship Insights, which continuously analyzes the vast collection of customer-interaction data already stored in your Dynamics 365 and Microsoft Exchange systems, to help you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. The … Continue reading Understand your business relationships with the Relationship Assistant in Dynamics 365 →

Administer Dynamics 365 without global admin rights

You ask and we listen. You asked for a role allowing you go give a user the priveleges to administer your Dynamics 365 instances, but not necessarily the entire Office 365 tenant. That role is now here - its called the Dynamics 365 service administrator A Dynamics 365 (online) service admin cannot do functions restricted … Continue reading Administer Dynamics 365 without global admin rights →