Knowledge on Portals (& Forms)

As part of my research into Portals and Forms, I’ve reached out to my channels for recommendations of where I could go to find literature, tutorials, etc.

One of the responses that I got was to check out https://meganvwalker.com/blog/, which is really great and helpful.

It’s by Megan Walker (surprise surprise! – after all, it’s all about building the brand), who’s a Microsoft MVP in Business Applications.

Lots of amazing material there, which I’m currently wading through.

She also has a YouTube channel – https://www.youtube.com/channel/UChUZXzskYml6q7IFn0VfI7w. I’ve only managed to set up a queue for those videos that I’d like to see, which hopefully I’ll be able to find some time for soon.

I’d highly recommend you to take a look if you’re interested

Seeing D365 through fresh eyes

Today I had the opportunity to present to a technical graduate intake program about Microsoft Dynamics. In fact, it wasn’t just about D365, but about Microsoft in general.

Having spent a few days researching what I was going to talk about, I gained fresh appreciation for the journey that Microsoft has undergone, and where it could be going to.

As we all know, the landscape has changed beyond measure from when things started as a simple add-in for Outlook. When CRM 1.0 was launched as a standalone application, it was purely on-premise. Since then Microsoft has iterated through multiple versions, offering a cloud solution, and then flipping the product around so that the cloud solution is the primary product (we all know scenarios that still require on-premise, and it’s obviously annoying that on-prem is a release cycle behind at a minimum!).

Building out the additional capabilities, from F&O to Talent, AI to Forms, the full product stack really is now a wall-to-wall solution for clients, small to large. There are no other providers who can offered a single integrated solution (single sign on, same interface/GUI, etc).

It was rewarding to hear the questions asked in the session, and see how they were experiencing D365 for the first time 🙂

Although I’ve had much more time in the Dynamics sphere than the graduates, I’m experiencing my own firsts with D365. Be it PowerApps (shout out to Chris Huntingford – https://twitter.com/tattooedcrmguy for that) or Talent, I’m expanding my own knowledge and skillset. In doing so, I’m hoping to share that with others, to help them as well, and pay it forward

Dynamics Community

For those who may be new to CRM, or possibly even those who have been working in with it for a while, I’d highly recommend to engage with the wider CRM Community.

I’ll freely admit that even though I’ve been working with CRM for around a decade or so, I’ve only started engaging with the community for just over a year. Of course I’ve been on the various forums (Technet, StackOverflow etc) to try to find solutions to problems and situations, but I haven’t really done much more.

This changed with attending Summit EMEA 2018 in Dublin.

I was exposed to a wider number of people in different roles, all of whom love CRM. I’ve also signed up to my local CRMUG (User Group) chapter here in London, and have tried to attend all of the events that they’ve had on.

As a result of this, I’ve met some amazing and wonderful people, and made some great contacts (including several MVP’s). My aim now is to continue engaging and learning, and hopefully be able to give something back to the Dynamics community.

I’d highly recommend to look up your local CRMUG chapter and join them. You’ll be amazed at what you can learn, and the people you can meet with to exchange ideas, concepts and thoughts!