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- Want to send highly targeted (and better performing) marketing campaigns? Start by mapping your customer journey. The customer journey is broadly defined as the steps a potential buyer could take …
How to Build a Customer Journey Map with Microsoft Dynamics Read More »
- If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native …
How to Set up a Dynamics 365 integration with SharePoint Read More »
- Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some …
- Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just …
Dynamic Values for Custom Entities in Email Templates Read More »
- Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being …
- Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. …
Word Document Templates that use FetchXML for Complex Data Retrieval Read More »
- Dynamics 365 workflows involve a series of steps and rules that automate a business process or task. Actions in Dynamics 365 are a type of process. Actions open a range of …
Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways Read More »
- As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the …
- One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be …
Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts Read More »
- In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the …
Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success Read More »