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Anne Stanton
United States
Helping businesses to keep up with the speed of technology change
Interests: Enterprise Social, Social Technologies, Microsoft Dynamics CRM, Building on the Dynamics CRM Platform, gardening, reading, writing, technology, blogging, business development, networking
Recent Activity
Microsoft Dynamics 365 has a new Unified Interface and within this interface we have new questions to ask when requirement gathering. Why? To increase usability it is important to understand which fields and features within a form are used most... Continue reading
Posted Dec 3, 2018 at TIDBITS on Microsoft Dynamics 365
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In Support of my Sister OREGON FRIENDS: MARK your calendar. Start your December with great food and gifts at the annual Holiday Farmers Market & Grange Luncheon on Saturday December 1st from 10 am to 3 pm at White Clover... Continue reading
Posted Nov 10, 2018 at TIDBITS on Microsoft Dynamics 365
It is time to register for the November NH/VT Upper Valley CRMUG Microsoft Dynamics 365 for Customer Engagement User Group Meeting Continue reading
Posted Oct 29, 2018 at TIDBITS on Microsoft Dynamics 365
This week I presented Microsoft Dynamics 365 and Microsoft Azure for the XRMVirtual User Group. (www.xrmvirtual.com) I found this experience very uplifting for I was able to emphasize all of the great work that two very different Microsoft development teams... Continue reading
Posted Oct 25, 2018 at TIDBITS on Microsoft Dynamics 365
Oh Microsoft... Marketing and the new licensing. Micro businesses, small businesses and medium businesses matter and often these tiny businesses have thousands of contacts. Tens of thousands even .... Continue reading
Posted Oct 4, 2018 at TIDBITS on Microsoft Dynamics 365
In the world of soccer you will find that although everyone on the team has scored goals over the course of their career, there are very few who are consistent finishers. A finisher has a special talent for always being... Continue reading
Posted Oct 3, 2018 at TIDBITS on Microsoft Dynamics 365
I am in St. Louis this week and I will be heading over to the CRMUG Chapter meeting on the morning of Oct 4th. Come on over and knowledge share on the greatest platform on earth! Microsoft Dynamics 365 for... Continue reading
Posted Oct 2, 2018 at TIDBITS on Microsoft Dynamics 365
As Microsoft releases more and more features, modules and wonderful goodness into the Microsoft Dynamics 365 platform it is good to build out your understanding of the maturity of each feature. The maturity defines the number of layers of updates... Continue reading
Posted Oct 1, 2018 at TIDBITS on Microsoft Dynamics 365
Using SLA's with Cases There are a number of features built into Microsoft Dynamics that support the configuration of an SLA associated with the Case Entity. When working with any of the features in Dynamics it is always a good... Continue reading
Posted Sep 27, 2018 at TIDBITS on Microsoft Dynamics 365
Where: Hanover, NH When: 9-12am Date: Thursday, November 15, 2018 Topic: What's New in 2018 (Spring and Fall editions of Microsoft Dynamics 365 for Customer Engagement Get out of the office, take a nice drive, come join some peers and... Continue reading
Posted Sep 27, 2018 at TIDBITS on Microsoft Dynamics 365
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So what are your tips and tricks for reading people, for being incredibly empathetic to their perceptions of a moment? Continue reading
Posted Sep 21, 2018 at TIDBITS on Microsoft Dynamics 365
Come help us kick off the initial meeting of the Microsoft Dynamics 365 CRMUG NH/VT New England Chapter Meeting! Where: Hanover, NH When: September 27, 2018 Time: 10:00am - 12:00pm Questions: Reach out to Anne Stanton, Evan Workin or Jeff... Continue reading
Posted Aug 22, 2018 at TIDBITS on Microsoft Dynamics 365
Have you discovered the joy of editable grids? This feature was introduced in December of 2016. Editable grid is a custom control in Microsoft Dynamics 365. "You can enable editable grids at the entity level to use in the main... Continue reading
Posted Apr 16, 2018 at TIDBITS on Microsoft Dynamics 365
Project Considerations 1) Start with the concept of a glossary and agree on terminology. This seems like such a trivial concept, but has huge ramifications as the systems grow and mature. If everyone agrees on terminology then when fields are... Continue reading
Posted Apr 9, 2018 at TIDBITS on Microsoft Dynamics 365
Please vote for this item my fellow Dynamics 365 peeps! SIC, NAICS, Other data element lookups https://ideas.dynamics.com/ideas/dynamics-crm/665245 … And before Microsoft worries about keeping the data "updated" perhaps an integration to the authoritative source is all that is needed. Continue reading
Posted Aug 23, 2017 at TIDBITS on Microsoft Dynamics 365
If you have extensions that you have upgraded or that your partner has upgraded on your behalf, you will want to schedule a review for the following reason: "Beginning with the Dynamics 365 (8.0) release, a new OData 4 endpoint... Continue reading
Posted Aug 12, 2017 at TIDBITS on Microsoft Dynamics 365
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One of the benefits of cleaning out a closet and moving a bunch of "must save items" is you get to see what was old is new again! This is a Lunch and Learn that I presented a few years... Continue reading
Posted Jul 17, 2017 at TIDBITS on Microsoft Dynamics 365
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I have had the pleasure of learning from and participating in some many awesome events and I realized that sometimes I need to take a minute and say THANK YOU! This is a shout out to the International Dynamics Communities... Continue reading
Posted Jul 15, 2017 at TIDBITS on Microsoft Dynamics 365
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So I was going through my old files and I found the largest PowerPoint I ever generated. I was shocked to see that it was an inch thick! It was presented in the Ingram Micro Solution Center and it had... Continue reading
Posted Jul 15, 2017 at TIDBITS on Microsoft Dynamics 365
Put on the hat "Microsoft Dynamics 365 for Customer Engagement" and the dimensions explode. There are so many different angles to think about such as The Product The CRM Industry The Independent Software Vendors (ISVs) and their extensions, applications and... Continue reading
Posted Jul 14, 2017 at TIDBITS on Microsoft Dynamics 365
Now Live in the US (and soon to come Globally)! Dynamics 365 Trial Sign Up Service & Customer Engagement Viral Trial Have you looked at the new trial? Go ahead and sign up to test out the service for all... Continue reading
Posted May 16, 2017 at TIDBITS on Microsoft Dynamics 365
Start at the Dynamics 365 for Customer Engagement Developer Center The CRM Developer Center https://msdn.microsoft.com/en-us/dynamics/crm/crmdevelopercenter.aspx Download the SDK https://www.microsoft.com/en-us/download/details.aspx?id=50032 You also have access to a full suite of training materials by logging into Customer Source https://mbs.microsoft.com/customersource/northamerica Or if you are... Continue reading
Posted May 15, 2017 at TIDBITS on Microsoft Dynamics 365
What are my options with regards to Microsoft Dynamics 365 for Customer Engagement Online Administrator and administrator roles. Is there a role that is not Azure Global Administrator? “You can now assign a Microsoft Dynamics 365 (online) administrator at the... Continue reading
Posted Apr 10, 2017 at TIDBITS on Microsoft Dynamics 365
Answer: A tenant can include up to 50 Dynamics 365 (online) production instances and up to 75 non-production (Sandbox) instances. https://technet.microsoft.com/en-us/library/dn722373.aspx Continue reading
Posted Apr 7, 2017 at TIDBITS on Microsoft Dynamics 365
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Server Side Mailbox Failures: Errors are stored in the Trace entity, from where you can pick them up so you can send a notification to an Administrator. So a related question answered is what is the TRACE security setting related... Continue reading
Posted Apr 2, 2017 at TIDBITS on Microsoft Dynamics 365