1. Automate your Dynamics 365 day
George Doubinski
@georgedude
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2. 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
@crmaudio
Open Source
Get in touch
@georgedude
© 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.

3. 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.

4. 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.

5. Is it worth the time?
Image courtesy of XKCD under CC BY-NC2.5 license

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

7. 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.

8. 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.

9. 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.

10. 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. 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.

12. Integrator: External Flow PowerApps Logic Apps Power BI
11/13/2018 6:33 AM
Integrator: External
Flow
PowerApps
Logic Apps
Power BI
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.

13. 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.

14. 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.

15. Empower

16. 11/13/2018 6:33 AM
Please evaluate this session Your feedback is important to us! @georgedude
Questions?
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© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. 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.