Blog - Page 2 of 13 - Megan V. Walker

Send Forms Pro Survey On Case Closure

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the most common reasons for sending out a survey request, is for the customer services team to get feedback upon the closure of a support case or ticket. Using Microsoft Forms Pro, we can have an email…

Creating A Simple Quiz With Microsoft Forms

Microsoft Forms Pro provides you with two options when creating a form. You can either create a Survey, or you can create a Quiz. The Quiz is part of the original Microsoft Forms offering. If you haven’t used it before, hopefully this blog will help as it looks at how to create a simple Quiz….

Creating Surveys Using Microsoft Forms Pro

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in…

Don’t ‘Stay In Your Lane’

Last week I was lucky enough to be able to attend the User Group Summit event in Amsterdam. Not only that, I had a session that I presented all about Power BI (you can see it here in video format if interested in that kind of thing!). So, what do I know? Primarily, I am…

Using Power BI to Create A Visual Overview of Your Customers

On Thursday March 28th I spoke at the User Group Summit event in Amsterdam. My session was all about Power BI and helped attendees ‘Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive reporting can assist account managers…

Using Font Awesome To Improve Your Portal Users Experience

If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something called Font…

D365UG/CRMUG – Presentation in Nottingham

There is so much buzz going on about the User Group Summit Europe event in Amsterdam next week, and I can’t wait to present there. However, I’m now looking at the week after, and getting ready for my presentation at the very first D365/CRMUG happening in Nottingham on Thursday April 4th! It’s been organised by…

Adding Documents To Portal Messages

In a previous post, I walked through adding a portal inbox and messaging process. This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include documents attached to the…

Create A Portal Inbox & Messaging Process

If you log in to any social media platform you’ll see a red notification badge telling you how many unread messages you have. We don’t have this in the Microsoft Dynamics Portal by default, but with a little effort we can create this, and provide the user with a notification count and an inbox to…

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Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Three

So in the last part of this post, we are going to finish off with a few simple bits of code, put together our Microsoft Flow, and then walk through to see it in action. In Part Two, we looked at adding our Entity Forms, and the Portal Comment one had a redirect to our…