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Megan V Walker
136 followers -
Lover of all things techie and social - CRM Consultant
Lover of all things techie and social - CRM Consultant

136 followers
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Using a Dynamics 365 Portal allows you to provide self service access to your customers. Once they are logged in, they can view their cases and any other account data you have provided. That's great, but would about customising their experience even more? Liquid is an open-source template language integrated into portals which we can use to add dynamic content to pages. This can be done by adding it using Content Snippets, or to Web Templates. In this post, we will look at adding Liquid directly to the page copy. Using Liquid To Enhance The Portal Experience #MsDyn365 #MSCRM #D365
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If you are using a Microsoft Dynamics 365 Portal for your business, chances are you are displaying some kind of FAQ or information to provide answers to your customers. Knowledge Articles (KA) are created within D365 and can be published out to the portal. By default all of the KA published can be accessed by everyone, even if they aren't logged in as a user of the portal. However, what if you want to change that, and only allow logged in users to access them, and also have the ability to set some articles as only visible by specific users, or users with specific Web Roles? Good news, you can, and it's pretty easy to do using Content Access Levels.  #MSDyn365 #MSDynCRM #D365
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One of the pieces of functionality that is standard in the Microsoft Dynamics Portals is the forgotten password functionality. If a user has issues logging in, they should be able to simply click the 'Forgot Your Password?' button, supply their email address, and get an email with a reset link to then be able to change it. However, if you haven't tested this previously, it might not actually be working! Let's walk through the process and review how it works, and why you might need to make some changes to get it working correctly. Post also includes a video tutorial. Forgotten Password Functionality – Dynamics 365 #MSDyn365 #MSDynCRM #D365
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This post marks the beginning of a series of articles on Microsoft Portals for Dynamics 365. I remember starting out with portals when it was still ADXStudio, it was a challenge! A lot has changed since then to make it much easier, but it can still be slightly daunting if you are doing this for the first time. Each D365 Customer Engagement online instance comes with a portal. However, that portal isn't set up, so needs installing. This post will walk you through it, and includes a video tutorial too! Setting Up A Portal – Dynamics 365 #MSDynCRM #MSDyn365 #D365
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If an organisation offers a service, it could be that a tiered service structure is offered. So, for example, the Bronze package could give 5 cases a year, Silver could be 25, with a Gold or Platinum package allowing your client to raise 50 cases a year. Depending on the nature of a business, it could be that a client can only raise cases via email or online, with only your top customers being able to phone in issues. Whatever level or method of service offered, case entitlements might just be an option to consider. So let's look at how they work, and how to set them up! #MSDynCRM #MSDyn365 #D365
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Creating email signatures for emails sent from Dynamics 365 is really straightforward for each individual user. It’s something each person has the ability to do for themselves. However, what if you are using queues for sending out emails? Perhaps you have a Customer Service or Support Team queue. How do you go about having a signature appended to those emails automatically? Let’s look at how to achieve this. Using Queue Email Signatures #MSDyn365 #MSDynCRM #D365
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In a previous post I talked about how to set up a user with Administrator rights to be able to access and edit a Microsoft Dynamics Portal. There are different ways a Contact can get access to a portal, which all depends on your own internal preference and policies. A Contact could register on the portal, but then you need to manage those who have registered and determine if they really SHOULD have access. You could also send out invitations, but that's a little more time consuming. In this post we will look at how to provide contacts with access to a portal via a workflow. #MSDynCRM #MSDyn365 #D365
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So, you've installed a Microsoft Dynamics portal, nice work! Now you want to get logged in and start editing things. The easiest way is via the portal itself rather than from CRM. So how on earth can you do that? You could register, but you might as well set up a few fields on the Contact record and do it from CRM instead. Let's look at setting up portal administrator access. #MSDyn365 #MSDynCRM #D365
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In Part One of this topic we looked at using the manager field on a User to allow for filtering of data, and adding users to teams to make it easier to share views, charts and dashboards. What if we want to use Teams for reviewing data and not just sharing things? And how about making charts dividing data by Manager? Here are a few more ideas. Using Teams & Managers To Manage Records - Part Two #MSDynCRM #MSDyn365 # D365
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In a previous blog post I wrote about how to automatically populate the shipping and billing address for an Order. This isn't the only way, so in this post I'll focus on the Look Up Address button that appears at the top of a Quote and an Order record. Using the Look Up Address Button on Quotes & Orders #MSDyn365 #MSDynCRM #D365
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