Dynamics 365 Saturday in Amsterdam February 2018 – Event Summary and GDPR Slides

We have recently had a fantastic two days as part of our Dynamics 365 Saturday event and Hackathon. It started with a Hackathon on Friday afternoon all the way until the end of the night then followed by a Dynamics 365 Saturday full day event. We had some amazing content including opening keynote by Ben Vollmer, Microsoft Dynamics 365 Field Service Global Lead. We also had an excellent closing keynote by Steven Kaplan, LinkedIn Group Manager for Sales Navigator and an ex-Microsoft Dynamics exec himself.

I had the pleasure to interview Steve as part of the Question and Answer section of the closing keynote. You can read more about the event on this blog post:


You can also see my live LinkedIn video from the closing key note here:


We have also had some fantastic feedback from various attendees including this potential Dynamics 365 Customer:

I have also delivered a sesson on my “favourite” subject: GDPR. The session was titled: Business and Technical Design considerations for a GDPR compliant Dynamics 365 solution.

I’ve been asked many times about the session slides and I have just got round to upload them. You can find them on http://crm.boutique at the following location:


Enjoy! I hope you find the slides useful.

Dynamics 365 v9 iPhone Mobile App access to Device Microphone not available

I have a Dynamics 365 Solution built on v9 (Cloud) and it is built on the new Unified Client Interface (UCI – also known as Unified Interface).

When I render my UCI App on Dynamics 365 Mobile app running on an iPhone Mobile Device, everything works fine except one issue: My Speech to Text web resource does not work. When I checked, I found out that the Dynamics 365 Mobile App (latest version as of Feb 2018) does not have access to the iPhone Device Microphone.

Moreover, when you go to check under the iPhone Settings –> Privacy –> Microphone, you can see all Apps that requested access to the Device Microphone but you will find that Dynamics 365 App is not listed. I also could not find a way (initially) to get the App to request acces to my device microphone.

This issue has now been reported to the Dynamics 365 Product Group team responsible for the Mobile App – so they are aware of it and hopefully will fix it in an upcoming release.

However, thanks to my friend and fellow MVP, Marius Agur Pedersen, he alerted me to the fact that there is a “Microphone” icon on the Timeline control on several Dynamics 365 entity forms. Once you click on this “Microphone” icon, I managed to get the standard Dynamics 365 Mobile App to request access to the Microphone from my iPhone Device and the App now shows up on the iPhone Microphone Setting under Privacy.

Here is how you can initiate this request from the App to access the Device:


I’ll be updating this post with more information once I get confirmation from the Product team that the App can request access to the Microphone when it runs for the first time. But for now, the above work around should be good enough and should allow your voice recognition, audio and/or Speech to text web resources and modules to work inside Dynamics 365 Mobile App.

Hope this helps!

Summary of our Dynamics 365 Saturday event with special guest James Phillips @ Microsoft London Jan 2018

We had a fantastic two days at Microsoft London Paddington Offices on Friday 26 and Saturday 27 January. It was the first time we had our event across the whole Microsoft Business Solutions platform and over 2 days, Friday afternoon and Saturday.

This time, we had a very special guest: James Phillips, Microsoft Corporate Vice President and the head of Microsoft Business Solutions (including Dynamics 365) Globally. He flew from the US to attend the event and show his support to the community.

Q&A with James Phillips

To check all the photos and a chronological report on the event, please read my LinkedIn article here:


James Phillips supporting our Dynamics 365 Saturday community

Directions EMEA 2017 Dynamics 365 GDPR Compliance Session Slides

Presented by myself and James Crowter, we have received various requests to share our slides from Directions EMEA 2017. I have added these here but please note that I have added more information than the original presentation slides. Hopefully it will be of some benefit to some of you.

Please note there is NO WARRANTY for this document and is provided as is without any guarantees. You should not make business decisions based on these or any similar high level material.

Microsoft Dynamics 365 & GDPR compliance – Oslo #MSDyn365 event slides and updates

I had really great audience and some excellent interactions at my Microsoft Dynamics 365 #GDPR compliance session in the stunning #Oslo at Microsoft Norway. I’ve heard and discussed several shared concerns on GDPR significant impact on #CRM solutions, its complexities and how soon the regulation is coming!

I also want to thank everyone for their positive and encouraging feedback. That’s what keep me (and other MVPs) going and make us continue to help the Dynamics 365 community in passion!

As per everyone’s request, I have incorporate our useful interactions into my slides and you can now download them via the link below on this post or on http://CRM.Boutique  (free registration is required).

If you would like to attend this session again in person, then you can join me at our next Free Microsoft Dynamics 365 event in Milan at Microsoft Italy offices on 16th September 2017. This will be another great CRM Saturday event, this time in Italy.

One last off-topic point: Oslo and Norway are absolutely stunning (did I say that before?). If you haven’t been there, then try visiting soon – preferably in the summer. Make sure you: a) take the Oslo Fjord cruise, b) do the Oslo River walk and c) eat plenty of Norwegian fish (especially Salmon).

I leave you with some photos from the event and amazing Norway!


Our Free Dynamics 365 #CRMSaturday #MSDyn365 Bootcamp has been a great success – what a day!

We have just had our first CRM Saturday Bootcamp at Microsoft UK London Paddington offices this Saturday, 22nd July 2017. It has been a lot of hard work for everyone at CRM Saturday especially the trainers: Neil Parkhurst, Janet Rob, Raz Choudry and Baris Kanilca. As for me, I did 16K steps just walking between the various rooms ensuring all sessions are adhering to our agenda times. Personally, my sessions both overrun by few minutes and some of my track attendees missed part of their breaks as I got carried away! For this, I’m sorry 🙂 It has been a seriously fun event with some excellent attendees.

Not only we had 110 excellent attendees @ our free #MSDyn365 #CRMSaturday Bootcamp. We also raised £1,421 for the London Fire Fund, British Red Cross.

We learnt Dynamics 365 together in 3 different parallel tracks. There was a lot of excellent networking as well as some great fun at the various breaks and the Raffle ticket awards.

Some of our attendees even went back home with an XBOX S One, an Amazon Alexa/Echo and other prizes. What a day!

However, I’ll have to name names in this post! Firstly, many many thanks go to: Microsoft’s Matt Fox and Bruce Nicholson Scribe’s Henk Adriaans and Steven Thornhill Nigel Frank’s Oliver Norton and Andrew Brownlie

Without our host, Microsoft, and our sponsors, such an amazing events wouldn’t have been possible. And of course special thanks goes to our trainers: Raz Dynamics, Neil Parkhurst, Janet Robb and Baris KANLICA

And our helpers: Lipi Sarkar (MBA), David Robertson and Samira Kadiri

And of course many thanks to our Dynamics Community colleagues and Professionals who attended the event and made the donations to make such an event a success!

Important list of Deprecated Features and Funcationalities in Microsoft Dynamics 365

If you are currently responsible for a Microsoft Dynamics CRM system or planning / delivering a Dynamics 365 solution, then you need to be aware of this important Microsoft announcement about the deprecation of some features and functionalities.

Microsoft defines “Deprecated” as an intention to remove the feature or capability from a future major release of Dynamics 365. The feature or capability will continue to work and is fully supported until it is officially removed. This deprecation notification can span a few years. After removal, the feature or capability will no longer work.

Hence, you should start planning replacing these features from your current Dynamics systems or avoid using these capabilities in your current Dynamics 365 implementation projects.

Here is the list of features, functionalities and capabilities officially deprecated and will be removed from Microsoft Dynamics 365 CRM:

  • Dynamics 365 for Outlook (Outlook client) is deprecated
  • Service scheduling in Dynamics 365 for Customer Service is deprecated
  • Dialogs are deprecated
  • Usage of Parature knowledgebase as the Dynamics 365 knowledge management solution is deprecated
  • Project Service Finder app is deprecated
  • Contracts, Contract Line Items, and Contract Templates entities are deprecated
  • Relationship Roles are deprecated
  • Mail Merge is deprecated
  • Announcements are deprecated
  • Ready-to-use business processes available through Add Ready to Use Business Processes setting are deprecated
  • Silverlight (XAP) web resource is deprecated
  • The following client APIs are deprecated


For full details about these deprecations and the official Microsoft announcement, please refer to the following Microsoft Documentation:


Please note that deprecations described in this post and in the original Microsoft Documentation announcement, apply to Dynamics 365 Customer Engagement as of the July 2017 Update. All Dynamics professionals should use this information to prepare for future releases of Dynamics 365.

Customer Engagement refers to the applications that make up the CRM portion of Dynamics 365, which includes the Sales, Customer Service, Field Service, and Project Service Automation applications.


Strategic Business & Technical Considerations for Dynamics 365 CRM Cloud Deployment – CRM User Group July 2017

I have recently presented at the UK CRM User Group event in Microsoft London Paddington offices (I know I now seem to spend more time @ Microsoft Paddington than in my own office).

Anyway, I have received requests to publish my updated slides about the Dynamics 365 CRM Online Cloud deployment considerations. Please find these below. The slides are high level as I go in details during the session (and I hate long text on presentation slides). However, the slide deck still covers many of the core principles and strategic considerations that I believe every business and every organisation should consider before making the decision to go Dynamics 365 on-premise or cloud. There is no “one answer” or “one model fits all” here and there will be many good reasons for an organisation to choose one option over the others – and that’s what I try to convey in these sessions.

While you are here, if you organisation would benefit from a short and quick assessment of Dynamics 365 cloud versus on-premises decision, I’ll be happy to help you with that. I have been delivering these assessment frequently lately and I apply all my lessons learnt and experiences onto these short assessments to help businesses make the right decision for themselves.

You can get in touch via the contact page or via LinkedIn.


Difference between Microsoft Dynamics CRM Portals, ADX Studio, Portals from Microsoft, XRM Portals and Open Source Dynamics Portal

Does this blog post title sound confusing? If yes, then I have to admit it is intentionally written to sound confusing. I made it confusing because this is how I felt after reading about the so many names and naming combinations I heard about Dynamics Porals, ADX Studio portal recently acquired by Microsoft, Dynamics Portals by Microsoft and Microsoft Portals SaaS module.

To clear this confusion, I found this comparison on Adoxio website to be helpful to clarify the confusion:

Source: https://www.adoxio.com/xRM-Portals-Community-Edition/

For those who don’t know, Adoxio is the consultancy part of ADX Studio that Microsoft didn’t acquire.

So to clarify, Adxstudio portal were up to versions 7 before Microsoft acquired them.

Once Adx code was acquired, Microsoft rebranded it to Portal, from Microsoft. This is the new SaaS Dynamics Portal from Microsoft which is normally included in your Dynamics 365 Enterprise subscription. This is also known and referred to as: Microsoft Dynamics Portals, Microsoft Portals for Dynamics 365 and few other permutations. This dynamics portal is only available in the cloud (SaaS) and is not available for on-premise

Microsoft has then decided to release the source code as a one-off release to the Dynamics community. This is the release of the Microsoft SaaS portal source code at a specific point this year but as mentioned, it is a one-off, as is with no support or bug fixing. You can understand more from the comparison in the image above.

Finally, Adoxio has taken the Microsoft Open Source Portals code and made it freely available on GitHub as XRM Portal community edition so that it can easily be downloaded, updated, and maintained by itself and anyone else, including other Microsoft Partners. This represents the definitive edition of Microsoft Open Source Portals for Dynamics 365 brought to you by the same team behind ADXStudio. xRM Portal community edition is available to be used both on-premise and cloud.

Hope this post has clarified the confusion between the various versions and the new promising XRM Portal community edition.

Everything you need to know about the upcoming Free Dynamics 365 Training Bootcamp at Microsoft UK London Paddington offices

CRM Saturday and CRM Boutique Mentoring programme are arranging a FREE Dynamics 365 CRM classroom training delivered by a number of Microsoft MVPs and Dynamics Experts. The event will also be used to raise funds to the London Fire Relief, British Red Cross. 100% of donations go directly to the charity. Trainers are volunteering and dedicating their Saturday to give back to the Dynamics community through training and to raise money to a good cause.

Thanks to Microsoft UK and our sponsors, there will be free lunch and refreshments throughout the day!

This hands-on classroom based training has 3 Tracks:

  1.  Track A: Application Core for those looking to learn the basics of Dynamics 365 functional capabilities. The focus of this track is at professionals and individuals moving into Dynamics 365 who want to learn the core Dynamics 365 CRM Sales and Customer Services application from a functional, capability and features knowledge. If a consultant already knows Dynamics 365 application good enough, then they should look at registering an interest in Track B: Configuration and Customisations of Dynamics 365. There will be a hands-on project expected to be delivered by groups of attendees in this track.
  2. Track B: Configuration and Customisation with No Code or Custom Development: for individuals who know Dynamics features and capabilities but want to learn how to configure the platform without code or development. It’s specifically aimed at professionals and End Users who want to get a hands-on training on how to configure and customise the system using out of the box configuration capabilities. Attendees must understand the application functionality well to attend this track, otherwise please register your interest in track A. There will be a hands-on project expected to be delivered by groups of attendees in this track.
  3. Track C: Unified Service Desk Specialist training. This is a highly specialised Unified Service Desk training by Microsoft MVP Neil Parkhurst with a combination of lessons and labs to get everyone a hands-on experience on setting up and configuring Dynamics 365 USD.

Securing your place:

Places are limited so please register your interest here as soon as possible before we close down the registration of interest: http://crm.boutique/register

Please remember to fill in all details included under the options section of the registration page.

If you have registered with CRM Boutique before, then you only need to update your account page. Make sure you update the options to confirm your interest in joining the bootcamp and which track you would like to be considered for.

Registration of interest must have details on how you see this training can help your career.

Registration of interest without full information including why you should be allocated a place, will be disregarded.

Places are allocated by application NOT on first come first serve basis.


Fundraising and Donations:

To extend the benefit of this bootcamp training we are using the event to raise funds for the London Fire Relief, British Red Cross. Trainees are expected to make a donation to this cause via the following Just giving page:


Please note that 100% of all donations go straight from Just Giving to the Charity directly. We do not take any donations and we don’t even process it.


Thanks to our sponsors,

  1. Microsoft UK, our host
  2. Scribe Software, Platinum Sponsor, and,
  3. Nigel Frank International, Gold Sponsor,

Thanks to them, this training has been made a reality. Without our sponsors, we wouldn’t have a venue, food and refreshments all day and we wouldn’t have been able to cover all training costs. Our Sponsors are the ones who made this event free!

Any sponsorship money left after covering the event costs, will be donated to the same JustGiving page for the British Red Cross.

Featuring these exceptional experts and MVPs: Raz Dynamics , Neil Parkhurst , Baris KANLICA , Janet Robb and more!

Hands-on Projects and Labs:

Tracks A and B will have hands-on projects to be delivered by groups of trainees. Track C will have a number of Labs. For this reason, all trainees are expected to bring in their own laptops with them. All trainees will also need to register for a free 30 days trial Dynamics 365 instance ahead of coming to the training. This is very important as otherwise, trainees will not be able to participate and may not get the full benefit of the training.

Awards and Prizes:

In addition to all of this, our sponsors will be offering valuable prizes as awards to highest performing trainees in the bootcamp. There will also be a raffle with excellent prizes.

More details to be announced on the day!

Full information here: https://www.linkedin.com/pulse/free-dynamics-365-training-bootcamp-microsoft-london-offices-mostafa

CRM Saturday is a free non-for-profit Microsoft Dynamics 365 event held in multiple cities around the world from Europe to Australia which has been extremely well received globally with very positive feedback and excellent participation.

CRM Boutique is a free Dynamics 365 Mentoring programme which has gained a large audience and membership over the past few months.