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Dynamic Values for Custom Entities in Email Templates

by Rockton Software - 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 like that you’ve created an email template. However, there are instances when you might want to add some Dynamic values based on the record. Inserting …

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Dynamic Values for Email Templates – Part 2

by Rockton Software - 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 resolutions to some of those inquires. I’m going to assume you’ve read the previous entry, which is posted above.   Template Types When creating a …

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Dynamics CRM Workflows: Parallel Wait Branches

by ClickDimensions - Imagine that your sales users are required to fill in an Estimated Close Date field on every opportunity that they create in Dynamics CRM, and you want to automatically create a reminder task for the sales user one week before the estimated close date. However, to avoid confusing your sales users with irrelevant tasks, you …

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Overview of Case Management in Microsoft Dynamics 365 for Customer Service

by Ryan Plourde, Crowe - Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company …

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Understanding Dynamics 365 Hubs

by Aaron Back, MCP - Dynamics 365 offers multiple ways to access the data for specific teams, departments, or groups within your company. However, Microsoft introduced additional options through what they call Hubs. There are multiple Hubs that are available, but it depends on the subscription you purchased for your company. The available Hubs are the Customer Service Hub, previously …

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How to Setup a Dynamics 365 integration with SharePoint

by Connecting Software - 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 SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …

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Working with Calculated Fields in Dynamics 365

by Beringer Technology Group - What is a calculated field? Calculated fields perform calculations using data from other fields and return the result.  Calculated fields do not require knowledge in programming and are easy to set up. Let’s start by creating some fields. Create 2 fields and set the Data Type to Decimal Number and the Field Type to Simple.  …

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Send Dynamics 365 Emails from Power Automate

by ACE Microtechnology - 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 time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" …

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A Guide to Microsoft Azure and your CRM | Pizza as a Service Example

by JourneyTEAM - Several organizations of all sizes are moving away from their on-premise data centers to the flexibility and scalability of the cloud. While there are thousands of cloud computing services available, one of the most popular is Microsoft Azure, a cloud computing platform designed by Microsoft. But what is Microsoft Azure and why is it so …

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Getting Started with PowerApps with Dynamics 365

by ACE Microtechnology - What is PowerApps? PowerApps was first introduced back in 2015, and was meant to address 3 problem areas: Not enough skilled mobile developers. Business data proliferation. IT agility and app sharing. According to Microsoft, PowerApps "is a service that lets you build business apps that run in a browser or on a phone or tablet, …

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