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Configuring Social Media Information on Employees and Contacts

Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on

When you set up contacts within Dynamics 365 Finance & Supply Chain Management, you have probably set up their contact information, including their email address and their phone number.

Did you know though that you can also track the contacts social media contact details as well, such as their Facebook, Twitter and LinkedIn profiles as well, giving you a one-click link from their profile within Dynamics 365 over to their social media landing pages?

In this walkthrough we will show how you can configure the social media profiles against contact records through the Employee Self-service Portal, and how the contact details can be used to open the profiles within Twitter, Facebook, and LinkedIn.

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Using Flow Business Events to send Forms Pro Surveys to Customers

Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on

This morning I got a notification that an order had been shipped, and it had a link to a survey.  Which made me think – how hard is this to do in Dynamics 365? I don’t know if many of you have played much with Forms Pro, but it is even better than Forms.  I …

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Using Cortana Calendar.help To Schedule Meetings

Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on

Scheduling meetings is a chore because you have to look at your calendar, select some times that are open, then create a meeting invite for one, or more meeting times to all of the attendees, then you have to track what time everyone wants to meet, rearrange schedules, re-send out meeting invites, remember to delete tentative meeting invites, and then hope that you got all of the responses from the people before you can have your meeting.

What a pain in the butt, and what a time suck.

Great news. There is a new Cortana service called Calendar.help that is available that allows you to get Cortana to do all of that work for you, find time that works in your calendar and then negotiates the time for you with all of the people that you want to meet with. And you can do that just by including Cortana in an email thread.

In this overview we will show you how to sign up for the Preview service and test it out.

Warning: This may make you never want to manually schedule a meeting ever again.

Topics Covered

  • Signing up for Cortana Calendar Help
  • Using Cortana Calendar Help to Schedule Meetings

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You can now get the complete set of the

Posted by Author, Purveyor of Collars & Tack for Canine & Equine Performances, and Dynamics 365 Global Black Belt at Microsoft on

You can now get the complete set of the Waterdeep Trading Company Project at the bundled price through Dynamics Companions store, and start your own Advanced Dungeons and Dynamics implementation yourself. Premium members can download it for free. http://ow.ly/Y8Vc50kggX4 Advertisements

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You can now get the complete set of the

Posted by Author, Purveyor of Collars & Tack for Canine & Equine Performances, and Dynamics 365 Global Black Belt at Microsoft on

You can now get the complete set of the Bare Bones Configuration Guide for Configuring Cash and Bank Managenent within Dynamics 365 for Operations at the bundled price through Dynamics Companions store, and Premium members can download it for free. http://ow.ly/MDhC50kgeuK

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