By Alexandra Tucker
July 15th, 2018

 

 

 

 

 

 

 

 

 

 

Microsoft Inspire – annual global event for all Microsoft Partner July 15-19, 2018.

Register to attend

By Alexandra Tucker
May 11th, 2018

To Register:  http://365saturday.com/dynamics/d365-melbourne/

ABOUT CRM SATURDAY

The Dynamics 365 Community is collaborating to improve Industry Solutions and Digital Transformation
Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.

Dynamics 365 Saturday will replace CRM Saturday to provide a single platform to serve the whole Dynamics 365 community, The core customer experience values and ethics of CRM Saturday will continue to live on through 365 Saturday with the rest of the Dynamics Community.

 

By Alexandra Tucker
May 4th, 2018

Click To Register

CRM Saturday Mission

The Primary Mission of CRM Saturday is to improve Success rates of CRM Implementation by addressing technical and strategic challenges with the community and raising the awareness for soling these issues.  CRM Saturday provided CRM and Dynamics 365 professionals and users with insights and training to improve CRM implementation and networking opportunities to keep develop, grow and encourage new speakers and community contributors and open source initiatives.  The event is usally split into 2 tracks, Technical and Strategy.  The Technical track addresses the specific technical challenges when addressing Dynamics 365.  The Strategy track aims to address the challenges faced by CEO’s and Project managers in achieving change across an entire organisation.

Technical

The Technical Track is suitable for Dynamics CRM Developers and Technical Consultants who are responsible for Extending, Customizing, and Administrating the CRM Solutions.

Strategy

The Strategy Track is suitable for Project Managers as well as those responsible for Sales, Marketing & Customer Service. Focus is more on the challenges of Practically implementing CRM within organisations and driving User adoption. We also showcase how to technology to solve common business challenges.

Management of CRM Saturday

The CRM Saturday brand name, logo and website are managed by the CRM Saturday Event Board, which consists of a group of volunteers dedicated to preserving the initial concepts of CRM Saturday and encouraging the growth of CRM Events around the world. They support organizers of local events by providing the support and resources for organizers to run a CRM Saturday event. Event organizers take full ownership of their events. CRM Saturday provides focus on providing speakers, Venue and Event management to make each CRM Saturday event successful and ensures all events stay true to the grassroots nature of CRM Saturday. All sponsorship funds collected by events go to the event.

 

By Alexandra Tucker
April 30th, 2018

By Ee Lane Yu: Barhead Functional Consultant

To all Power App noobies (like me) who wants to have a go but do not know where to start, check out the tutorial below (first chapter, there are more). Very easy and fun way to learn using an App built on Power App itself. 🙂
#tryandtested

Powerapps Training App
By Alexandra Tucker
March 29th, 2018

Dynamics 365 is so much more than old-school CRM.  With the Spring 18 release we will be working with a complete Customer Engagement solution, enabling you to engage with your customers from the very first anonymous contact with a potential customer through to maximising lifetime customer value.   #MSDyn365 #MSBizApps #MSFT #barheadsolutions

By Alexandra Tucker
March 29th, 2018

Tech tip: Learn how to update the redeem invitation URL successfully in the Send Invitation workflow for #dynamicsportals New #benitezherevlog #msdyn365 #tip #barheadsolutions.   Cheers Elaiza Benitez for sharing! 

By Alexandra Tucker
March 21st, 2018

Lisa Crosbie, Pre-Sales Consultant @ Barhead

Lisa Crosbie

This short webinar will demonstrate how you can use Microsoft Dynamics 365 with Outlook to view information about your customers, and your recent activities with them without leaving your email application.  You will learn how to link emails, tasks and appointments to records in Dynamics 365, and how to create new leads or contacts in Dynamics 365 directly from Outlook.  You will also see how this enables you to get a 360-degree view of customer communications in Dynamics 365, and how the new Relationship Assistant in Dynamics 365 can draw your attention to important emails using sentiment analysis.  This will be valuable for anyone looking for transparency over communication with customers across their organisation, and anyone who would like to understand more about working with an integrated email and customer relationship management system with sentiment analysis.  It will be presented as a 10 minute webinar demonstration, with Q&A following.

Registration for this event will open soon.  Contact us on:  info@barhead.com  1300 DYN 365

 

By Alexandra Tucker
March 13th, 2018

All welcome to attend the Microsoft Dynamics 365 User Group monthly events in Sydney, Melbourne and Brisbane.

Join us for the March Dynamics 365 User Group at our regular venue based at KPMG, Barangaroo, Sydney!

For this month’s meetup, I (Leon Tribe) will be giving a review of what happened at this year’s MVP Summit at Microsoft HQ in Redmond, which runs the week before the Meetup.

While the Summit is under strict NDA, I promise to provide a few tidbits and steer you on the right path in regards to the future of Dynamics 365.

KPMG are sponsoring the drinks and food so come along, learn a few things, and have a drink and a nibble with us.

See you all there!

Leon

President – Dynamics 365 User Group Sydney

By Alexandra Tucker
March 1st, 2018

 

 

Exclusive invitation to join Barhead for Sailing on Sydney Harbour!
The Barhead crew are very excited to invite you onboard Pilgrim for a once in a lifetime experience.  Pilgrim is a luxury 58 foot custom yacht.

Barhead are bringing together some small exclusive groups of up to 15 people to join us and enjoy our magnificent Sydney Harbour at twilight for a Sip n Sail experience.

Cheers,
Barhead Solutions
1300 DYN 365

Request to go Sailing
Sailing Dates
This year we would like you to choose a date that suits you:

Thursday, 1st March 2018

5:00 pm to 7:30 pm

Pick up and drop off:
Rose Bay Wharf
Sydney, NSW
Australia

View map

Additional Information
Please bring suitable attire so that you are comfortable for conditions on the harbour. Non-marking shoes are a must.

Hat and suncream are advisable.

The departure and return point is at Rose Bay Public Wharf, which is next to Rose Bay Ferry Wharf. Parking is available at the wharf, and can also be accessed by ferry or by bus routes L24, 323, 324 and 325.

@BarheadSolutions for photos or posts 

By Alexandra Tucker
February 20th, 2018
Barhead Sail in full flight while Racing

CLOSED EVENT FOR USE BY OUR CLIENT MISSION AUSTRALIA

By Alexandra Tucker
February 13th, 2018

Exclusive invitation to join Barhead for Sailing on Sydney Harbour!
 
The Barhead crew are very excited to invite you onboard Pilgrim for a once in a lifetime experience.  Pilgrim is a luxury 58 foot custom yacht.

Barhead are bringing together some small exclusive groups of up to 15 people to join us and enjoy our magnificent Sydney Harbour at twilight for a Sip n Sail experience.  

Cheers,
Barhead Solutions
1300 DYN 365
   

Request to go Sailing
Sailing Dates
This year we would like you to choose a date that suits you:

Tuesday, 13th February 2018 – Women In IT

5:00 pm to 7:30 pm 

Pick up and drop off:
Rose Bay Wharf
Sydney, NSW
Australia

View map

Additional Information
Please bring suitable attire so that you are comfortable for conditions on the harbour. Non-marking shoes are a must.

Hat and suncream are advisable.

The departure and return point is at Rose Bay Public Wharf, which is next to Rose Bay Ferry Wharf. Parking is available at the wharf, and can also be accessed by ferry or by bus routes L24, 323, 324 and 325.

@BarheadSolutions for photos or posts 

By Alexandra Tucker
February 13th, 2018

Barhead support the Microsoft Dynamics 365 User Group (Melbourne) @ Microsoft Offices on a monthly basis. 

Our first Melbourne #msdyn365 User Group of 2018 is next Tuesday. We have Nadeeja and Sarosh presenting on Dynamics 365 Field Services and the wonderful Lisa Crosbie on emojis in Dynamics 365. To kick-off we will be interviewing local MVP Nadeeja, comment below for questions you want to ask! RSVP today at https://lnkd.in/gYFmtA8 PS: we are always looking for presenters so if you are keen on presenting in-person or remotely please let us know!

Get in touch if you’d like to come along. 

By Alexandra Tucker
February 8th, 2018
Barhead Sail in full flight while Racing
By Alexandra Tucker
February 8th, 2018

Andre Margono, Solution Architect @ Barhead Solutions posts with more tips and tricks when using Dynamics 365.

The feature of Security Group in the Dynamics 365 Online deployment has been there for a while. However, I often find either people do not understand it correctly or this feature is not being considered as an important “checklist item” for a smooth deployment. So, in this post I will share some reasons on why we need to plan setting up the security group.

To support the example, I’ve set up the following scenario:

In my instance I have 4 users:

Users List.png

And 2 Security Groups for Production and Sandbox

Security Group.png

Where in Production, everyone is the member of the group:

Prod Membership.png

While in Sandbox, Test User 3 should not access the environment

Sandbox Membership.png

Now, let’s begin with the reasons why we need to implement Security Group.

#1 For Authorisation Purpose

In typical Dynamics 365 implementation, there will be multiple instances, such as DEV, TEST, UAT and PROD. When the instance has been associated with the security group, only users that are member of the security group can access the environment. The traditional way to restrict access by not assigning the security role to the users is still viable, but this leads to the reason #2 below.

The difference on the error message would be as follow:

  • Not assigned with the security role

NoSecurityRole.png

  • Not part of the Security Group

Not Part of Group.png

#2 To Keep Users in the Instance Clean

On top of the first point, to prevent the users to access the environment, having security group configured for the environment will also prevent the users that are not part of the security group to be synchronised with the environment.

A thought come into my mind: it won’t harm right to have the users synced. As long as, we are not assigning the security role to them. Yes, it’s true from the authorisation perspective. However, having them in the environment that they are not supposed to be, also means they will be under the list of “Enabled User” that can be used in selection when assigning records. In multi-organisations deployment, it also means the user from different organisations are visible to the environment. These situations could cause confusion to the users.

The list from Production environment:

ProdList.png

The list from the Sandbox environment:

SandboxUserList.png

#3 To Hide Unnecessary Items at the Apps List/Instance Picker

With the “App” concept in Dynamics 365 Online, the home.dynamics.com will contain all kind of “Apps”. This includes the Apps that deployed within the instances. When a user have the privilege to access multiple instances, they also will see the “Apps” that are deployed in those instances. IMHO, it is always the best approach to hide anything that users should not see, so that they could focus on what they need to do with the system.

For example, my user that has full access to all environments, could see the following:

AppsAll.png

Meanwhile, the Test User 3, can only see 1 “App” that is associated to the instance that this user has access (controlled via the Security Group).

AppsTestUser.png

The same thing with the Instance Picker (this has been superseded by the home.dynamics.com). However, if users might have bookmarked this page.

The following is the list from my user:

MyUserInstancePicker.png

Meanwhile, this is from the view of Test User 3.

TestUserInstancePicker.png

Conclusion

Implementing Security Group for Dynamics 365 implementation should be considered in the design and planning to ensure proper and robust security and user experience.

Hope this helps!

 

References

https://blogs.msdn.microsoft.com/crm/2017/03/30/my-apps-on-home-dynamics-com/

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/add-instance-subscription#BKMK_man_sec_group

Next step

Contact us for more information or for a free quote: info@barhead.com  1300 DYN 365

By Alexandra Tucker
February 7th, 2018

Brisbane Dynamics 365 User Group

“For our first meetup of 2018 we have Mirko from BUSSQ Building Super who have reinvented their core business model and has embarked on a Digital Transformation Journey” 

Russell Nankervis

 

By Alexandra Tucker
January 30th, 2018

New Hire:  Welcome Athar Abbas

Athar Abbas joins the Sydney Delivery team as a Functional Consultant this month.  We welcome Athar and wish him success with his career at Barhead Solutions.