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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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Send Dynamics 365 Emails from Power Automate

by ACE Micro, LLC - 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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Word Document Templates that use FetchXML for Complex Data Retrieval

by Rockton Software - 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. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But …

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Create an SSRS report for Dynamics 365 – Part 1

by Aha Apps - 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 in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process …

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Controlling Tabs and Sections with JScript in Microsoft Dynamics CRM 2011

by Scott Sewell, Customer Effective - The options for managing Microsoft Dynamics CRM forms dynamically has increased tremendously in CRM 2011 – we can now, more than ever, tailor the look of a form to the specific type of record displayed. Here are 2 functions I use to manage the form at runtime to show or hide sections or tabs based …

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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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On-Demand Microsoft Flow for Dynamics 365 and PowerApps

by ACE Micro, LLC - Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called "Triple Threat - Microsoft Flow, Dynamics 365, and You". During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 …

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Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways

by Uma Kaliaperumal, Crowe - 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 possibilities for composing business logic. Before Actions, the primary way to implement business processes was limited to plug-ins or custom workflow activities. Let’s look at …

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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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Forcing Field Requirements upon Closing a Case or Opportunity

by InterDyn BMI - When resolving Cases or closing Opportunities in CRM, sometimes you want to be sure to capture specific information that is important to your company before the CRM Case or Opportunity gets closed. However, marking a field “required” in CRM is not always the best option because fields that are set to Business Required must be …

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