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
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 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 29th, 2018

Barhead’s Solution Architect Andre Margono blog.

FetchXML Trick – Cross Entity Criteria in a Group Filter

Recently, Andre had a tricky question: Can you create a view that is displaying records that are either owned by a team or the users that are a member of that particular team.

The TL;DR; Answer

Use “Alias” + FetchXML editing using XrmToolBox (View Designer + FetchXML Builder).

The Longer Answer

The typical answer to the above scenario would be querying the record with the criteria as “Owner ID = the team OR related Owner (user) is a team member of the team”. Using the Advanced Find query, typically this is the query…

Typical_Adv_Find_Query.png

However, it seems we can’t group the “main” criteria and the Linked-Entity criteria. Looks like we are stuck here… Worry not, there is a trick for that. So, before I go to the solution here are some setups to set the background.

I have 3 users in my instance:

UserList.png

And I’ve set 2 teams for the testing purpose:

Team A with myself and Test User 1 as the member.

Team_A.png

And Team B with Test User 2 as the member.

Team_B.png

Now I have some records for testing purpose:

Sample_Data.png

So, when based on the query to see the Team A records, I would expect to see 3 records there. Using the initial query (above) will return no result, as it is treated as ‘AND’ operation.

To get the FetchXML correctly, I need to edit the FetchXML, my go-to tools for this would be XrmToolBox‘s FetchXML Builder.

To start with, I’ll export the FetchXML out of my initial query, it will look like this:

Base_FetchXML.png

Now the trick is to use the “alias” of the related team entity to form the FetchXML like this:

ModifiedXml.png

As you can see above, we are able to set the condition in the “main” filter and set the operator to OR. Below is the result of the fetch… it works as expected 🙂

TestResult.png

Now, I want to put the query to the view, how to do that?

I’ll use XrmToolBox’s View Designer to modify the FetchXML of the view. In my case, I’ve setup a Test Query view. Click on the Edit Query, this will open up the FetchXML builder.

EditQuery.png

Copy & Paste the FetchXML that we had tested previously into the FetchXML window, if you wish, you could test execute the query. Then click on the “Return FetchXML” button up there to go back to the View Designer.

FetchXMLThenReturn.png

Then click on Save and then Publish..

SavePublish.png

And here’s the result:

FinalResult.png

Follow Andre on his blog for more tools and tricks or follow Barhead on Linked in / 1300 DYN 365 / info@barhead.com

 

By Alexandra Tucker
January 24th, 2018

Stay up to date on the latest tips and tricks and trends by following Barhead’s Functional Consultant Elaiza Benitez who is keeping our clients educated and informed across a range of topics and Dynamics features.

This week #benitezherevlog is showing how users can self register using an additional entity form action #zerocode #configurationonly #msdyn365