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How to Build a Customer Journey Map with Microsoft Dynamics
- 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 …
- 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 …
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How to Set up a Dynamics 365 integration with SharePoint
- 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 …
- 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 …
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Send Dynamics 365 Emails from Power Automate
- 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 …
- 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 …
Dynamic Values for Custom Entities in Email Templates
- 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 …
- 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 …
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Create an SSRS report for Dynamics 365 – Part 1
- 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 …
- 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 …
Word Document Templates that use FetchXML for Complex Data Retrieval
- 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. …
- 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. …
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Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways
- 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 …
- 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 …
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Dynamic Values for Email Templates - Part 2
- 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 …
- 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 …
Adding a Sub-Grid of Related Records to Your Dynamics CRM Contacts
- 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 …
- 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 …
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Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success
- 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 …
- 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 …
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