Automate your Dynamics 365 day

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Presentation transcript:

Automate your Dynamics 365 day George Doubinski @georgedude © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introduction George Doubinski Community Open Source Get in touch SMSG Readiness 11/13/2018 Introduction George Doubinski Business Solutions MVP x 10, MCT AlexaCRM, ISV Community https://crmtipoftheday.com @crmtipoftheday https://crm.audio @crmaudio https://youtube.com/crmtipoftheday Open Source https://github.com/alexacrm Get in touch @georgedude george@alexacrm.com © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Worldwide Partner Conference 2016 11/13/2018 6:33 AM Sales Field Service Marketing + Adobe Microsoft Dynamics 365 Operations Finance Customer Service Project Service Automation © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Worldwide Partner Conference 2016 11/13/2018 6:33 AM Sales Dynamics 365 Characteristics Field Service Marketing + Adobe Microsoft Dynamics 365 Purpose-built Operations Productive Finance Intelligent Customer Service Adaptable Project Service Automation © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Is it worth the time? Image courtesy of XKCD under CC BY-NC2.5 license https://xkcd.com/1205/

User: Environment Keyboard OS Features (e.g. desktops) Browser Security Photo by Jon Flobrant on Unsplash

User: Dynamics 365 UI Keyboard Shortcuts Browser addins Bulk Edit Excel Templates Quick Campaign © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Power User: Configuration 11/13/2018 6:33 AM Power User: Configuration Sync Filters Views Advanced Find Flow Relationship Insights XrmToolbox © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/13/2018 6:33 AM Demo Browser © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Customizer: Processes 11/13/2018 6:33 AM Customizer: Processes Rollups & Calculated Fields Business Rules Routing Rules Workflow Dialogs Actions Business Process Flow XrmToolbox Image by qimono under CC0 license © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/13/2018 6:33 AM Demo Customize © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Integrator: External Flow PowerApps Logic Apps Power BI 11/13/2018 6:33 AM Integrator: External Flow PowerApps Logic Apps Power BI Email Subscriptions XrmToolbox Photo by Anton Ponomarev on Unsplash © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Developer + DevOps: Code 11/13/2018 6:33 AM Developer + DevOps: Code Logic Apps Service Bus PowerShell Deployment (Online Management API) ALM Unit Testing UI Automation Library XrmToolbox Photo by Adi Goldstein on Unsplash © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/13/2018 6:33 AM Demo Extend © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Empower

11/13/2018 6:33 AM Please evaluate this session Your feedback is important to us! @georgedude george@alexacrm.com Questions? From your PC or Tablet visit MyIgnite at http://myignite.microsoft.com From your phone download and use the Ignite Mobile App by visiting https://aka.ms/ignite.mobileapp © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/13/2018 6:33 AM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.